SPECIALISTS

Suzy Lee

Partner, Citrin Cooperman Advisors LLC

Experience

Suzy Lee is a partner and has strong experience in tax advisory services for an 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.

Suzy was previously a senior tax manager at Untracht Early, which joined Citrin Cooperman in 2022. Prior to 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. 

CREDENTIALS

Education

Bachelor of Science in Accounting, California State University

Master of Science in Taxation, Seton Hall University

Licenses

Certified Public Accountant in the states of New Jersey and New York

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

Member, New York State Society of Certified Public Accountants (NYSSCPA)

Presentations & Publications

“U.S. Tax Considerations of Foreign Investments & New Schedule K-2 and K-3”, NYSSCPA/ FAE, January 11, 2022

Deconstructing Hedge Fund Schedule K-1s for Individuals”, Taxstringer, July 1, 2020 

“U.S. Tax Considerations of Foreign Investments”, NYSSCPA/ FAE, January 14, 2020

“Deconstructing Hedge Fund K-1s for 2019 tax”, NYSSCPA, December 2, 2019

“What is a Hedge Fund? Deconstructing Hedge Fund K-1s”, Strafford, December 2, 2016

 

WORK-LIFE BALANCE

Community Involvement

Suzy is a treasurer of the Korean Language School in Millburn.

Outside the Office

In her free time, Suzy likes to paint, watch movies, hike, travel, and cook with her family.

Get in touch with Suzy Lee today.

Fill out the form below to get in direct contact with Suzy Lee and start your personalized consultation journey.

By your submission of information in this form, you are consenting to our collection, use, processing and storage of your information in accordance with Citrin Cooperman’s privacy policy. If you have questions regarding our use of your information, please send an e-mail to privacy@citrincooperman.com

Get in touch with Suzy Lee today.

Fill out the form below to get in direct contact with Suzy Lee and start your personalized consultation journey.

By your submission of information in this form, you are consenting to our collection, use, processing and storage of your information in accordance with Citrin Cooperman’s privacy policy. If you have questions regarding our use of your information, please send an e-mail to privacy@citrincooperman.com

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icon NEW JERSEY Florham Park: T: (973)408-6700