Transaction Services Tax SALT Senior Manager at Cohen & Company
Arlington Heights, IL 60005
About the Job
Overview
At Cohen & Company, our purpose is to engage, teach, inspire and improve lives through the power of knowledge and trust
We value great people, teamwork, a competitive spirit and courage, and the ability to adapt and remain optimistic. At Cohen & Co., we are a dynamic and rapidly growing firm, including for those specializing in mergers and acquisitions (M&A) tax advisory services
Our team of experts is committed to helping clients navigate the complex tax implications of M&A transactions, providing innovative solutions to drive success
As we continue to expand our services and client base, we are seeking a Senior Manager to join our team.Position Overview:As part of our M&A tax team, you will collaborate closely with clients and our team of professionals to provide strategic tax guidance throughout the M&A process
Your expertise in tax planning and compliance will be instrumental in helping clients maximize value and minimize risk in their transactions.
Responsibilities
Lead the execution of comprehensive tax analysis and due diligence for M&A transactions focusing on state and local income tax, sales and use tax, employment tax and real/personal property tax.Develop and implement tax-efficient structures and strategies.Advise clients on tax implications related to deal structures, financing, and post-acquisition integration.Prepare tax models showing the after-state tax cash proceeds for sellers and impacts to buyers for various structuring options.Stay current with changes in tax laws and regulations to ensure compliance and identify opportunities.Collaborate with cross-functional teams to deliver holistic solutions to clients.Mentor and train junior team members to enhance their tax expertise.Assist with managing multiple clients and engagements including managing client expectations, ensuring client satisfaction, meeting deadlines, and leading change efforts effectively.
Qualifications
CPA or JD requiredMinimum of 5 years of experience in SALT M&A tax consulting within a public accounting firm.Strong knowledge of federal, state, and international tax laws.Proven experience in tax due diligence, structuring, and compliance.Exceptional analytical and problem-solving skills with extensive background in tax research.Excellent communication and client relationship management abilities.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.Why Cohen & Co.?Opportunity to work on high-profile M&A transactions with diverse clients.Opportunity to be an entrepreneur and help our practice grow.Collaborative and supportive team environment that values professional growth.Competitive compensation and benefits package.Cutting-edge resources and technology to support your work.A culture that promotes work-life balance and personal development.Named one of America’s Best Tax and Accounting Firms by Forbes 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 750 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.com/careers #LifeatCohenAt 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; andOffering 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!Estimated Salary Range: $110,000-$210,000*Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifcations, 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!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 Job SummaryID: 2024-2053Category: Transaction ServicesPosition Type: Regular Full-Time
At Cohen & Company, our purpose is to engage, teach, inspire and improve lives through the power of knowledge and trust
We value great people, teamwork, a competitive spirit and courage, and the ability to adapt and remain optimistic. At Cohen & Co., we are a dynamic and rapidly growing firm, including for those specializing in mergers and acquisitions (M&A) tax advisory services
Our team of experts is committed to helping clients navigate the complex tax implications of M&A transactions, providing innovative solutions to drive success
As we continue to expand our services and client base, we are seeking a Senior Manager to join our team.Position Overview:As part of our M&A tax team, you will collaborate closely with clients and our team of professionals to provide strategic tax guidance throughout the M&A process
Your expertise in tax planning and compliance will be instrumental in helping clients maximize value and minimize risk in their transactions.
Responsibilities
Lead the execution of comprehensive tax analysis and due diligence for M&A transactions focusing on state and local income tax, sales and use tax, employment tax and real/personal property tax.Develop and implement tax-efficient structures and strategies.Advise clients on tax implications related to deal structures, financing, and post-acquisition integration.Prepare tax models showing the after-state tax cash proceeds for sellers and impacts to buyers for various structuring options.Stay current with changes in tax laws and regulations to ensure compliance and identify opportunities.Collaborate with cross-functional teams to deliver holistic solutions to clients.Mentor and train junior team members to enhance their tax expertise.Assist with managing multiple clients and engagements including managing client expectations, ensuring client satisfaction, meeting deadlines, and leading change efforts effectively.
Qualifications
CPA or JD requiredMinimum of 5 years of experience in SALT M&A tax consulting within a public accounting firm.Strong knowledge of federal, state, and international tax laws.Proven experience in tax due diligence, structuring, and compliance.Exceptional analytical and problem-solving skills with extensive background in tax research.Excellent communication and client relationship management abilities.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.Why Cohen & Co.?Opportunity to work on high-profile M&A transactions with diverse clients.Opportunity to be an entrepreneur and help our practice grow.Collaborative and supportive team environment that values professional growth.Competitive compensation and benefits package.Cutting-edge resources and technology to support your work.A culture that promotes work-life balance and personal development.Named one of America’s Best Tax and Accounting Firms by Forbes 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 750 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.com/careers #LifeatCohenAt 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; andOffering 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!Estimated Salary Range: $110,000-$210,000*Salaries offered to candidates are determined based on factors such as candidate's relevant skillset, experience, licensure, and certifcations, 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!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 Job SummaryID: 2024-2053Category: Transaction ServicesPosition Type: Regular Full-Time
