Senior Manager, Transaction Services

Are you a seasoned transaction services professional with a passion for exceptional client service and utilizing your expertise within the transaction services space? We have an opportunity for a Senior Manager to join our growing Transaction Services team! We're looking for someone who has an advanced understanding of deal strategy and someone who wants to maintain strategic relationships with our clients. If you’re ready to work in a people-first culture where your passion for service and your accounting expertise can truly make an impact, we want to hear from you! 

Commitment: 

• 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.

Required: 

• 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

Location: 

• Baltimore, MD; Buffalo or NY, NY; Cleveland, OH; Chicago, IL; Denver, CO; Detroit or St. Clair Shores, MI; Milwaukee, WI; Philadelphia or Pittsburgh, PA; Miami, Fl (Remote); Dallas, TX (Remote); Atlanta, GA (Remote) 

• Hybrid work environment  

#LifeatCohen 

Sure, we like numbers. (But we’ll never treat you like one.) 

At Cohen & Co 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 by 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!   

Learn More About Us! 

• Discover our Passion, Purpose & Expertise 

• Experienced Hire Opportunities  

• Learn more about our firm's culture and growth opportunities from our Executive Director of People & Culture! 

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 & Co, 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 & Co employee without a recruiting services contract first being entered into with the Cohen & Co Talent Acquisition Team; see policy here. 

#LI-PROMO 

#LI-Hybrid