Manager, Transaction Services

What You'll Do

As a Manager on our Transaction Services (TS) team, you’ll lead financial due diligence engagements for middle-market private equity firms, corporate buyers, and closely held businesses. You’ll serve as a primary client contact, guide engagement teams through complex transactions, and play a key role in developing talent and supporting the continued growth of our Transaction Services practice. This role is ideal for someone with a strong audit foundation who wants to apply their accounting knowledge in a deal-driven, client-facing environment without the limitations often found at larger firms.

Qualifications

• Bachelor’s degree in accounting or related field required; advanced degree preferred.
• 5+ years of progressive experience in public accounting transaction services or financial due diligence. Demonstrated transaction services experience required; audit-only backgrounds not sufficient.
• CPA designation preferred.
• Strong leadership, project management, and decision-making capabilities.
• Advanced knowledge of financial statements, U.S. GAAP, and transaction accounting concepts.
• Excellent written and verbal communication skills in complex, client-facing environments.
• Ability to manage multiple priorities while mentoring and developing others.

Who We Are

At Cohen & Co, we put people first and foster a culture rooted in collaboration, growth, and real-world learning. 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!