Cohen & Co

Lead the end-to-end billing and revenue operations for a professional services firm, managing both on-shore and off-shore delivery models. Partner with firm leadership to optimize realization, implement scalable billing strategies, and drive process automation.

Lead complex direct state and local tax engagements for investment funds and asset management clients, focusing on compliance and strategic consulting. Serve as a technical subject matter expert on New York state tax while mentoring team members and driving practice growth.

Manage and review multi-state Sales & Use Tax returns while serving as a strategic advisor for complex indirect tax matters. Lead audit defense, nexus studies, and voluntary disclosure agreements while mentoring junior team members.