Claudia Shen is a director with Baker Tilly’s tax advisory practice. She has more than 10 years of tax planning and compliance experience with high-net-worth individuals, multigenerational families, trusts and partnerships. In addition to the preparation of income tax returns for her clients, she also assists them with holistic tax advisory, quarterly tax planning, financial reporting and trust and estate strategies.
- Experience with complex individuals, partnerships and various trusts
- Creates customized tax planning strategies to maximize client opportunities
- Assist in estate planning and financial reporting
- Initiates, identifies and advises clients of strategies to minimize tax and plan cash flow
- Specializes in preparation of high-net-worth individual, partnership and trust returns for large multigenerational family groups
- Creates training program to streamline workflows, communication and expectations
- Spearheads the creation and adoption of a best practice checklist for tax accountants to remain productive outside of the traditional busy season
- Develops two training programs for the family office department to expand their expertise on tax planning strategies and charitable contributions, which has led to stronger team collaboration and service delivery to clients
- Lead staff accountability groups and organize annual firm events
- Active in local board of directors and various networking events
- California Society of Certified Public Accountants, Peninsula Chapter, former president
- Young and Emerging Professionals program, California Society of Certified Public Accountants, Peninsula Chapter, board liaison
- Accountants Bankers and CPA’s committee, California Society of Certified Public Accountants, Peninsula Chapter, co-chair
- Montalvo Arts Center, trustee, Food & Wine Committee member, Gala Committee member, Board Development Committee member