Jobs at Cohen & Co

Perform outsourced accounting, reconciliations, general ledger maintenance, financial statement preparation, SEC reporting support, and technical accounting memo drafting. Advise clients on revenue recognition, leases, equity transactions, business combinations, and new accounting standards. Support audits, internal controls, process improvements, and automation initiatives while coordinating client engagements and mentoring junior staff.

Lead end-to-end Sage Intacct implementation projects from discovery through post-implementation support. Serve as the primary client advisor, design and integrate solutions, analyze business processes, guide financial reporting and compliance improvements, migrate historical data, and develop system requirements. Mentor junior consultants, lead complex project delivery, support testing and training, and recommend system optimizations aligned with client needs.

Tax interns gain hands-on professional services experience by assisting with tax compliance, return preparation, tax research, and planning. They collaborate with engagement teams, build relationships with mentors and peers, receive technical development feedback, and participate in firm initiatives such as business development, recruiting, DEI, and community service. The internship runs from early June through early August 2028, with full-time or part-time scheduling options.

Assurance interns gain hands-on experience in audit engagements by performing testing, assisting with reporting, and supporting compliance activities. They collaborate with clients and engagement teams, receive technical feedback and training, and participate in firm initiatives including business development, recruitment, DEI, and community service.

Participate in audit engagements by performing testing, assisting with reporting, and supporting compliance activities. Gain hands-on client experience, develop technical accounting skills, build professional relationships, and contribute to firm initiatives including business development, recruitment, DEI, and community service. The internship runs from early January through March 2028 and offers full-time or part-time schedules.

Leads Advisory practice staffing, resource allocation, utilization, and workforce planning. Forecasts capacity needs, analyzes pipeline and staffing metrics, develops leadership reports and dashboards, resolves resource conflicts, and advises partners on hiring, deployment, and leverage strategies. Partners across leadership, talent acquisition, learning and development, and global delivery teams to improve processes, implement resource management technology, support employee development, and drive scalable operational improvements.

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 and manage multiple audit engagements for privately held companies from planning through completion. Oversee budgets, review workpapers and financial statements, build client relationships, mentor audit staff, ensure compliance with U.S. GAAP and auditing standards, and support Partners with business development and process improvements.

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.

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.