Stephanie Sherman

Stephanie is a Senior Manager in our tax department with over 15 years of experience in public accounting. She assists high net worth individuals working primarily within the financial services industry with their individual, fiduciary, and gift compliance needs. She also offers tax planning strategies to her clients that align with their specific goals.  

Stephanie enjoys developing strong relationships with her clients, their financial advisors, family offices, and estate planning advisors to provide seamless client services. She also has experience with Qualified Small Business Stock, Opportunity Zone planning, and cryptocurrency transactions.  

Prior to starting with Wiss, Stephanie was a Tax Director at Citin Cooperman, formerly known as Untracht Early LLC. She was with Untracht Early LLC for more than 12 years after starting her career at Deloitte Tax LLP in the Private Client Advisor group.