Senior Associate, Transaction Services - Cohen & Company

As accountants, advisors and consultants who work day in and day out with closely held organizations, private equity investors and select publicly held companies, our seasoned transactions team knows where to look for potential opportunities and pitfalls in any transaction. Our Transaction Services (TS) Group plays an important role with many of our clients and this group is growing! We mainly serve middle market private equity firms and large corporations on the buy side, while serving those same clients plus privately help entities on the sell side.

We are very excited about our growth opportunities and are seeking individuals with an entrepreneurial energy and commitment to client service to join our Transaction Services team! This position can be hybrid in any of the following locations: Cleveland, OH; Chicago, IL; Pittsburgh, PA; or Miami, FL (Remote).

• Provide a detailed analysis and expertise to help clients execute on their deals
• Assist clients post-deal with training personnel, producing numbers, and implementing new processes
• Actively and effectively engage with clients
• Juggle 3-4 projects within one week
• Use their technical accounting skills and feel comfortable using Excel on a daily basis
• Utilize research skills to generate potential solutions with the engagement team
• Work hard and have an appetite for learning
• Effectively communicate with target company personnel and their representatives, team members, and other stake holders

• Bachelor's Degree required
• 2+ years of relevant progressive experience
• Open to a background of public accounting Assurance and/or client facing Transaction Services/due diligence experience
• Certified Public Accountant (CPA) designation preferred
• Excellent leadership and organizational skills  
• Strong external and internal communication required, due to client facing role and importance of strong partnership with internal engagement teams  
• Initiative to learn, ask questions, operate in a fast-paced environment, challenge the status quo develop strong relationships internally, and flexibility are required and keys to success 

Estimated Salary Range: $65,000 - $120,000*

*Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifications, as well as job responsibilities, geography, market considerations, and organizational needs.  At Cohen & Company, we don't stop at setting ourselves apart by offering competitive base compensation.  As part of our 'great people first' foundational principle, our firm offers a comprehensive and competitive Total Rewards package that allows each employee to design a package that best suits their needs and goes beyond standard options, including time off outside of your standard PTO to recharge and give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more! 

About Cohen & Company 

Named one of America’s Most Recommended Tax and Accounting Firms by USA TODAY and one of the Best of the Best Firms by INSIDE Public Accounting, Cohen & Company offers assurance, tax and advisory services to clients throughout the U.S. and worldwide. The firm serves a broad range of clients, from privately held companies and their owners; to public and private funds, advisers and fund service providers within the investment industry; to Fortune 1000 multinational enterprises. Founded in 1977, Cohen & Company has more than 800 dedicated professionals across the U.S. and 12 offices in Illinois, Ohio, Maryland, Michigan, New York, Pennsylvania and Wisconsin. Through affiliated entities the firm also has an international presence in the Cayman Islands and Ireland. Learn more at cohencpa.com. 

Learn more about us: 

• Cohen & Company: cohencpa.com
• Careers: cohencpa.jobs

#LifeatCohen

At Cohen & Company, our foundational principles offer insight into how we achieve an inclusive, growth-oriented culture that fuels the success of our firm, our clients and our people. In particular, we honor our foundational principle of “great people first” by:

• Championing the importance of diversity, equity and inclusion;
• Embracing the unique stories, backgrounds, perspectives and ideas that come from our people; and
• Offering a comprehensive and competitive Total Rewards package, which allows each employee to use the benefits that best suits their needs. Our offerings go beyond standard options, including time off outside of your standard PTO to give back to the community, annual discretionary merit increases and bonuses, talent development resources to tap into growth opportunities, and so much more!  

We are an equal opportunity employer and value diversity of thought and background to build an inclusive and energized culture and better meet the needs of our clients.

Agency recruiters may not submit unsolicited candidate information or resumes to any Cohen & Company employee without a recruiting services contract first being entered into with the Cohen & Company Talent Acquisition Team; see policy here. 

#hybrid