Retail
View Client
Jennifer Lee is a CPA and tax supervisor who specializes in preparing federal and state tax returns for high-net-worth clients, with a focus on those in the financial services sector. In addition to her client work, she guides and mentors junior staff, helping them grow both technically and professionally.
Jennifer brings a thoughtful, solution-oriented approach to her work and enjoys tackling complex tax issues that challenge her skills and deepen her expertise. She’s known for her reliability and calm focus, even when navigating difficult tax matters.
Outside the office, Jennifer enjoys golfing, crocheting, and spending time with her cat, Aurora.
"Every day is a new day”
