Teams at Cohen & Co

Supports technology and transformation projects by maintaining plans, schedules, governance artifacts, RAID logs, status reports, budgets, and executive presentations. Coordinates meetings, workstreams, stakeholders, requirements gathering, workshops, testing, implementation planning, and change activities. Identifies risks, tracks deliverables, consolidates reporting, and supports client communications. The role requires strong organization, communication, documentation, and collaboration skills in a consulting environment.

Perform outsourced accounting, reconciliations, general ledger maintenance, financial statement preparation, SEC reporting support, and technical accounting memo drafting. Advise clients on revenue recognition, leases, equity transactions, business combinations, and new accounting standards. Support audits, internal controls, process improvements, and automation initiatives while coordinating client engagements and mentoring junior staff.

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.