Jobs at Cohen & Co

Lead strategy and execution for firm events including webinars, conferences, sponsorships and client-facing programs. Manage end-to-end planning, budgets, vendors, logistics, speaker sourcing, post-event analysis, and cross-team collaboration to drive ROI and business development.

Lead and manage M&A tax engagements from due diligence through integration. Provide transaction structuring, tax modeling, attribute analysis, and technical guidance on federal, state, and international tax issues. Serve as primary client contact, manage teams and budgets, mentor staff, support business development, and drive practice growth and operational excellence.

Lead full-lifecycle Workday Adaptive Planning implementations: discovery, design, build, integrations, data loads, driver-based planning, and reporting. Act as primary client advisor on budgeting, forecasting, FP&A process optimization, governance and SOX considerations. Manage project scope, budgets, timelines, staffing, change management, training, and UAT. Mentor staff and identify cross-service opportunities across Office of the CFO offerings.

Lead technical accounting consultations and SEC reporting for public and pre-IPO clients, including ASC guidance, SEC filings, SOX 404 compliance, internal control assessments, IPO readiness, client relationship management, and mentoring engagement teams while overseeing budgets, timelines, and deliverables.

Provide technical accounting and financial reporting guidance to renewable energy clients on tax equity, HLBV allocations, ITC/PTC, ASC 606/842, and complex project finance. Lead financial statement preparation and disclosures, manage client relationships, oversee engagement economics and staffing, mentor staff, and support audit readiness and accounting policy implementation.

Lead tax planning, compliance, and consulting for privately held and PE-owned clients. Manage client engagements, supervise engagement teams, deliver tax-structure and buy/sell planning, support business development, and contribute to firm-wide projects to grow the Private Client Services practice.

Lead tax planning and compliance for closely held businesses, manage tax workflow and billing, conduct technical tax research, advise clients on complex transactions, oversee client expectations, and coach and develop engagement teams to deliver high-quality tax services.

Lead end-to-end billing and revenue operations for a multi-office public accounting firm. Design and run a centralized onshore/offshore billing model, oversee billing accuracy and unbilled WIP, manage offshore delivery, partner with firm leaders on billing strategy, drive reporting/analytics, own systems and automation, and build high-performing teams with strong controls and compliance.

Support clients with financial reporting and technical accounting: prepare/review financial statements, implement new accounting standards (ASC 842/606/805), research and draft technical memos, assist SEC reporting, perform reconciliations/journal entries, optimize accounting processes, and collaborate with cross-functional teams to deliver client solutions and manage project delivery.

Manage and deliver high-quality audit and assurance services for privately held companies. Lead engagement planning through completion, supervise teams, monitor budgets and deadlines, review workpapers and financial statements, build client relationships, and support business development and process improvements to ensure compliance with U.S. GAAP and auditing standards.

Provide tax strategy and compliance services for closely held businesses and private equity portfolio companies, preparing federal, state, and local returns (C‑Corps, S‑Corps, Partnerships), conducting technical research, advising on tax efficiencies, managing client relationships, and coaching staff to ensure timely, accurate deliverables.

Support M&A tax engagements from due diligence through structuring and transaction modeling. Perform tax due diligence, prepare and analyze transaction tax data, assist with restructuring and tax research, review work of junior staff, and collaborate with Managers and Partners to deliver high-quality client deliverables on multiple deals.

Lead buy- and sell-side financial due diligence engagements for private equity, corporate, and owner-operator clients. Oversee quality-of-earnings, working capital, and cash flow analyses; review complex financials, ensure U.S. GAAP application, prepare transaction reports, and communicate findings. Serve as primary client contact, manage stakeholders, and supervise/coach senior associates and associates to build a high-performing team.

Lead and review complex individual, multi-state, trust, and estate tax compliance and planning for high net worth clients. Provide technical subject-matter expertise, advise on wealth preservation strategies, manage client relationships, mentor team members, and support practice growth and process improvement.

Manage and review complex individual, multi-state, and trust/estate tax filings for high net worth clients. Develop and implement tax planning strategies, serve as a technical advisor, lead client relationships, and mentor staff while ensuring compliance, quality, and coordinated service delivery across teams.

Lead and perform audit engagements for privately held clients—particularly manufacturing—prepare and review annual audit reports, liaise with managers and staff, support clients through financial reporting, and coach/train audit staff accountants.

Lead assigned sections of audits for hedge funds, private funds, and digital asset clients from planning through completion. Prepare and review workpapers and financial statements, identify accounting/reporting issues, communicate with clients, mentor junior staff, and manage multiple engagements and deadlines while leveraging firm tools to improve efficiency and client service.