Teams at Cohen & Co

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.