Teams at Cohen & Co

Serve as the primary Workday HCM technical owner: administer configuration and security, manage integrations and releases, build reports, perform data audits and EIB loads, troubleshoot Tier 2/3 issues, partner with HR/Payroll/Finance/IT, and drive continuous system improvements and change management.

Lead tax planning, compliance, and consulting for privately held and PE-owned clients. Manage client engagements, supervise engagement teams, deliver tax-structure and buy/sell planning, support business development, and contribute to firm-wide projects to grow the Private Client Services practice.

Support clients with financial reporting and technical accounting: prepare/review financial statements, implement new accounting standards (ASC 842/606/805), research and draft technical memos, assist SEC reporting, perform reconciliations/journal entries, optimize accounting processes, and collaborate with cross-functional teams to deliver client solutions and manage project delivery.