Senior Manager, Transaction Services

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. 

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: Denver, CO; Miami, FL (Remote); Chicago, IL; Baltimore, MD; Detroit, MI; Buffalo or New York, NY; Cleveland, OH; Philadelphia or Pittsburgh, PA; Dallas, TX (Remote) or Milwaukee, WI.

• Consistently display advanced knowledge and application of principles of accounting and financial statements.
• Demonstrate advanced understanding of deal strategy and areas of focus and review report to ensure inclusion.
• Maintain a personal strategic relationship with the client as the key individual when comes to client expectations, retention, and high-level advisory services.
• Confidently and effectively manage engagements, resources, people, and client expectations to achieve the results required to maintain profitable and lasting client relationships.
• Continuously hone one’s skills in above areas with the objective of becoming known as possessing a high degree of skill in one or more of these areas.
• Identify and execute on areas of advanced advisory services and other firm resources which can be offered to existing client base.

• 6+ years of experience, combined between public accounting Assurance and Transaction Services experience
  • A minimum of 2+ years of Transaction Services experience required
• Has the ability to travel up to 30%
• Certified Public Accountant (CPA) designation preferred

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 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