Jen brings a relationship-first mindset to her work, helping clients navigate complex tax matters while planning confidently for what comes next.

Jen works in the tax department serving clients across a range of industries, including real estate, manufacturing, and financial services. She specializes in partnership and flow-through entities, supporting clients with thoughtful, tailored tax guidance that aligns with their business objectives and long-term goals.

Earlier in her career, Jen spent time at a national accounting firm, where she focused on partnership and flow-through entities across multiple industries. That experience strengthened her technical foundation and gave her valuable insight into the challenges businesses face as they grow, evolve, and adapt to changing tax requirements.In her day-to-day role, Jen manages a range of tax engagements and serves as a primary point of contact for her clients, ensuring accurate compliance and timely filings. Her experience includes preparing and reviewing target allocations, maintaining partnership capital accounts, and supporting transaction-related work. She collaborates closely with clients to understand their goals and provides tax planning strategies for closely held businesses and their owners.

Jen earned her Bachelor’s degree in Accounting and a Master of Accountancy from the University of North Carolina at Charlotte and is a member of the American Institute of Certified Public Accountants.