Teams at Cohen & Co

Prepare and review complex individual, trust, estate, gift, and partnership tax returns for high-net-worth clients. Support tax planning, projections, technical research, and compliance across investments, equity compensation, and wealth transfer. Communicate directly with clients, manage multiple deadlines, mentor staff, review work, and collaborate with managers on engagement planning and workflow.

Supports compensation, benefits, recognition, wellness, and total rewards administration. Conducts market pricing, benchmarking, reporting, workforce analytics, compensation planning, benefits enrollment, vendor coordination, compliance activities, and HRIS data management. Partners with employees, leaders, payroll, finance, legal, and People teams while supporting Workday optimization and continuous improvement across a global workforce.

Leads complex tax compliance and advisory engagements for high-net-worth individuals, families, family offices, trusts, estates, partnerships, and closely held businesses. Provides tax planning, wealth preservation, estate and succession guidance, manages client relationships, reviews deliverables, mentors tax professionals, and supports practice development.