FOUNDER
Philip Stein
Philip established the practice upon arriving in Israel in 1979. Since that time, the firm has grown to be the largest U.S. accounting firm in Israel, with offices in Jerusalem, Ramat Gan, and Bet Shemesh.
Philip grew up on the South Side of Chicago and graduated from the University of Illinois, followed by an MBA from the University of Michigan. Philip started his career working in Chicago for Ernst & Ernst, a predecessor to Ernst & Young, in their tax department. During those years, he lectured at Roosevelt University, Loyola University, and Northeastern University in Chicago. Philip has continued to lecture on international tax issues in Asia, Africa, Europe, and North America.
In Israel, Philip is a frequent speaker for Nefesh B’Nefesh and has advised the Israeli Treasury, Bituach Leumi, and the Knesset on various tax issues affecting U.S. citizens living in Israel. In addition, Philip also writes a popular blog and sits on the board of several organizations in Israel.
Philip’s love of radio led him to start his podcasts which have attracted tens of thousands of listeners. He continues to be an avid Chicago sports fan as well as a lover of mountain hiking, TRX, and snowshoeing (he likes to keep his feet on the ground!).
CEO
Fred Kahn
Fred leads, builds and sets the direction of the firm ensuring the delivery of quality, cutting-edge solutions to our clients. Fred has been working in public accounting since 2002 when he started his career in the financial services division of Ernst & Young LLP in New York specializing in Hedge funds.
Fred moved to Israel with his family in September 2005. Since then he has been working very closely with venture capital funds, high tech corporations and high net worth individuals. He has expertise consulting in many areas of US tax law including estate and gift planning, voluntary disclosures and both foreign and domestic trusts. He joined Philip Stein and Associates in 2013.
Fred is a graduate of Yeshiva University’s Sy Syms School of Business and a NY state certified accountant.
DIRECTOR
Yaacov Jacob
As a key leader at Philip Stein & Associates, Yaacov excels in international taxation and is passionate about integrating advanced technology, like AI and automation, into our tax services. He is dedicated to simplifying and enhancing the efficiency of tax processes for our clients.
In this rapidly evolving digital era, Yaacov remains ahead of industry trends with a deep knowledge of complex cross-border tax issues in a wide spread of areas and specialties including RSU grants, expatriation, trusts, and complex structures. His years of experience combined with a commitment to continuous learning allow him to provide innovative, tech-driven solutions to complex tax issues.
Open communication and personalized attention form the cornerstone of Yaacov’s approach. He is always prepared to build lasting relationships with clients and guide them through tax complexities with confidence and peace of mind.
Yaacov is a U.S. Certified Public Accountant (CPA) from NY and graduated summa cum laude from Lander College.
HEAD OF FINANCE
David Jacobi
David holds the vital position of Head of Finance at Philip Stein and Associates, where he adeptly oversees the Finance, Legal, and IT departments
Previously, David worked as a mortgage broker and consultant, helping the English speaking community understand and navigate the Israeli bank system, before joining the firm in 2012.
David earned his BA in Business Management from the Jerusalem College of Technology and is licensed in Israeli payroll.
Manager, Operational Support
Michele Frankel
With over a decade of service at Philip Stein & Associates and extensive administrative experience, Michele is committed to enhancing operational efficiency in the firm. Her passion for talent development is evident in her instrumental role in building the Junior Associate program, which has become a cornerstone of our professional growth initiatives. Through a focus on collaboration and innovation,
Michele strives to create an environment where every team member can thrive and reach their full potential.
Michele is actively involved in the sales and intake processes, with a focus on building strong client relationships. Her dedication to operational excellence in both the corporate and individual tax departments significantly contribute to the company’s success.
Michele graduated cum laude from Queens College and furthered her education with graduate studies at Adelphi University. She also earned a management certification from Ben-Gurion University, all of which have greatly contributed to enhancing her career development and leadership skills.
Leah Adler
Leah manages the Corporate department, where she has been intimately involved in its growth and development. She prides herself in delivering high-quality financial and consulting services to the high-tech world while maintaining strong client relationships and service.
Leah has an innate understanding of Israeli and U.S. high-tech infrastructure and utilizes her skills to maximize her clients’ tax benefits while minimizing risk exposure.
Leah joined the firm in 2017. Before working at Philip Stein and Associates, Leah was the lead auditor and controller of a commercial enterprise and property developer.
Leah grew up in Jerusalem and holds a CPA license from the Israel CPA Council.
