Teams at Cohen & Co

Supports the full M&A lifecycle, including acquisition target research, outreach, financial modeling, valuation, due diligence coordination, transaction documentation, data-room management, pipeline reporting, and early integration planning. The analyst also monitors industry trends, prepares target profiles and investment materials, maintains Salesforce records, and collaborates with leadership and cross-functional teams. The role requires strong finance and accounting fundamentals, advanced Excel and PowerPoint skills, analytical ability, organization, discretion, and effective communication.

Leads tax compliance and advisory engagements for hedge funds and other private funds. Reviews complex partnership and corporate returns, advises on fund structures and tax strategies, manages client relationships, budgets, deadlines, and deliverables, and monitors evolving tax regulations. Coaches and reviews staff while supporting process improvements and practice growth across private equity, fund of funds, and real estate fund engagements.

Prepare and review complex individual, trust, estate, gift, and partnership tax returns for high-net-worth clients. Support tax planning, projections, technical research, and compliance across investments, equity compensation, and wealth transfer. Communicate directly with clients, manage multiple deadlines, mentor staff, review work, and collaborate with managers on engagement planning and workflow.