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Jennifer Shenise

CPA/PFS

Individual Tax Manager

Jennifer A. Shenise is a Tax Manager in the firm’s Individual Tax practice. She has over 12 years of tax compliance and planning experience.

Jennifer provides expertise in planning and compliance for ultra-high net worth and high net worth individuals and their families in the areas of personal and fiduciary income taxation, estate tax matters, gift and succession planning. As a certified Personal Financial Specialist, Jennifer is able to assist individuals in all aspects of wealth planning.

Prior roles have allowed Jennifer to bring additional experience in tax compliance and planning for private foundations, a wide array of trusts, as well as investment partnerships. Jennifer was previously the tax manager of a private family office of an ultra-high net worth family. This experience enables her to provide a well-rounded approach to her client base.

Jennifer is a member of the American Institute of Certified Public Accountants (AICPA).

She received her Bachelor of Science in Business Administration degree with a concentration in Accounting from the College of Saint Elizabeth. She is a licensed CPA in New York and is additionally certified as a Personal Financial Specialist by the AICPA.