Jennifer Soltis

Jennifer Soltis

Partner, CPA · +1 (972) 748 0315
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Jennifer Soltis is a partner in the audit practice of Baker Tilly. She has more than 18 years of experience auditing private companies across a broad range of industries, with a specialized focus in the investment company industry (including private equity, fund of fund and hedge funds).

With this background, Jennifer has extensive experience in regulatory, accounting and compliance issues. Jennifer regularly consults her clients on a number of issues including valuation, distribution computations, ratio reporting and other technical reporting requirements. In addition to her investment company focus, Jennifer also performs audit and financial reporting services for privately held companies in the manufacturing and distribution, construction, and technology industries. 

Prior to joining Baker Tilly, Jennifer also served as chief financial officer for Montgomery Coscia Greilich, LLP and was actively involved in the oversight of firm operations, including human resources, accounting and recruiting. 

  • Engagement partner on private company audit and review engagements
  • Engagement partner on employee benefit plan audits, including defined contribution and defined benefit plans
  • Industry specialization in investment companies with a focus on domestic investment partnerships, hedge funds, fund of fund structures and private equity funds with various investment strategies
  • Extensive knowledge of the accounting and valuation aspects of private investments
  • Currently serves as the lead partner for commercial services clients for the Plano office in support of the company’s goals and objectives
  • American Institute of Certified Public Accountants
  • Texas Society of Certified Public Accountants
  • ChildCareGroup, Member of the Board of Trustees Finance Committee Chair and Executive Committee Member

Location

Texas

Education

Texas Tech University (Lubbock)
Master of Science in business administration

Expertise