Experience

Kelly is a director in Citrin Cooperman’s tax practice based out of the White Plains office. Kelly is an experienced professional with over 10 years of experience in public accounting.

Kelly provides a wide variety of tax services including wealth transfer, charitable and retirement planning, and tax compliance. She has a strong background in working with high-net-worth individuals, estate and gift, and fiduciary tax. Kelly has served as an efficient manager for multiple tax teams and has a track record of developing effective working relationships with clients to gain insight of their goals and the financial and personal issues that shape them.

Prior to Citrin Cooperman, Kelly worked as a Senior Manager at RSM US LLP.