Jennifer Shenise is a Director in the Personal Wealth Advisors Group. She specializes in personal wealth advisory, compliance, forensic and tax controversy services. She has more than 15 years combined of diversified and relevant public accounting experience and private family office experience, which includes income tax planning, advisory and tax return preparation for high net worth and ultra-high net worth individuals, trusts and estates, investment and financial services partnerships, private foundations and family office operations, systems and internal controls. In addition, Jennifer represents clients before federal, state and local tax authorities.
In addition to tax compliance and advisory services, Jennifer’s practice areas include subject matter expertise in income tax, cash flow planning, reconstruction of financial transactions and forensic accounting. She also assists in various civil and criminal tax controversy matters and internal financial investigations.
Prior to joining the firm, Jennifer gained experience as an internal Tax Manager for a significant private single family office. This experience gave her a clear and valuable understanding of individual and entity cash flow needs and the importance and necessity of real time results in terms of financial and income tax planning through quarterly and year end cash flow forecasts and projections. She achieves results with maximum efficiency in timing and technical competency.