Suzy Lee is a Senior Tax Manager in the firm’s Individual and Business Tax practices. Suzy has strong experience in tax advisory services for a varied array of financial services companies and executives including private equity funds, commodities and futures traders, brokerage firms, investment advisors, hedge funds, and multinational financial services organizations. She has specialized knowledge in conducting reviews of both partnerships and corporations with particular focus on engagements that have federal and multi-state compliance, tax estimation, tax planning, and consulting as components.
Prior to joining Untracht Early, Suzy spent nearly 15 years with a Big Four as an Asset Management Alternative Investments Director where she served as a tax advisor to financial services companies in the private equity, hedge fund, broker-dealer, investment, and commodities areas.
Suzy is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants.
She holds a Bachelor of Science in Accounting from California State University and a Masters in Taxation from Seton Hall University. Suzy is licensed as a CPA in both New York and New Jersey.