Jennifer is a director with Baker Tilly’s private wealth practice. She has more than 25 years of experience working with high-net-worth individuals, business owners, executives, families and multigenerational wealth. Jennifer specializes in helping her clients with their individual, gift and fiduciary planning and compliance needs. Prior to joining Baker Tilly, Jennifer spent more than 20 years at a Big Four accounting firm in the private wealth space. Most recently, she advised clients on personal income tax planning matters including residency changes, tax return preparation and review, tax projections and assistance with tax authority notices and audits.
Throughout her career, Jennifer has served as a mentor to numerous individuals at all levels and has lent her knowledge to the media through interviews on television and in newspapers.
- Extensive experience providing tax planning and compliance for high-net-worth individuals and their families
- Provides tax planning with respect to residency changes and audits
- Works with investment advisors, attorneys and financial planners to coordinate tax planning strategies
- Leads engagement teams to coordinate the delivery of outstanding client service while mentoring and teaching team members
- Experience providing tax and financial planning, cash flow and investment analysis for executives during mergers and acquisitions
- Experience as a member of the internal quality review team that reviews tax files for other geographic areas, identifies quality successes and challenges and makes recommendations for improvements
- Experience as a top-side reviewer for area performance reviews to level set ratings to ensure consistency amongst groups
- American Institute of Certified Public Accountants (AICPA)
- New York State Society of CPAs (NYSSCPA)