Daniel Cohen, Cpa

Strategic Alliances Manager @ Trullion

About Daniel Cohen, Cpa

Daniel Cohen is a Strategic Alliances Manager at Trullion, with a background in tax and finance. He has held various positions at notable firms such as PwC and Lincoln International, and has experience in managing international M&A tax transactions.

Current Role at Trullion

Daniel Cohen serves as the Strategic Alliances Manager at Trullion, a position he has held since 2022. In this role, he focuses on developing and managing strategic partnerships that enhance the company's offerings and market presence. His experience in tax and finance contributes to his ability to forge valuable alliances within the industry.

Previous Experience in International M&A Tax

Prior to his current role, Daniel worked at PwC as an International M&A Tax Associate from 2019 to 2021. During his tenure, he was involved in several billion-dollar transactions across various sectors, including retail, aerospace and defense, and financial services. His work contributed to the firm's reputation in handling complex international tax issues related to mergers and acquisitions.

Background in Investment Banking

Daniel was an Investment Banking Analyst at Lincoln International from 2021 to 2022. He worked on transactions involving technology-enabled companies in the consumer products and e-commerce sectors. His analytical skills and financial acumen were essential in navigating the intricacies of investment banking.

Education and Academic Qualifications

Daniel holds a Master of Science in Taxation from the University at Albany, which he completed in 2019. He also earned a Bachelor of Business Administration in Accounting and Finance from The George Washington University in 2018. His educational background provides a strong foundation for his career in finance and tax.

Volunteer Experience and Early Career

Daniel has a history of volunteer work, including a position with Volunteer Income Tax Assistance from 2018 to 2019 in the Albany, New York area. He also gained early experience as a Management Consulting Intern at Attain in 2016 and as a U.S. Tax Compliance Associate at PwC Israel in 2017. These roles contributed to his understanding of tax compliance and consulting.

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