SPECIALISTS
Stephen Lee
Partner, Citrin Cooperman Advisors LLC
Experience
Steve Lee is a tax partner in Citrin Cooperman’s West Los Angeles office. He has over 27 years of professional tax experience in public accounting, providing tax consulting and compliance services to public and private real estate companies and private equity firms.
Steve’s tax expertise includes partnership and corporate taxation. He serves and supports his clients through all phases of an entity’s lifecycle: structuring, acquisitions, operations, and dispositions. Steve has extensive experience with REITs, real estate funds, leveraged buyout funds, growth equity funds, special debt funds, and management companies.
Prior to joining Citrin Cooperman, Steve spent 15 years with Ernst and Young’s Financial Services Real Estate tax practice, and over 7 years with PwC’s Financial Services Real Estate tax practice. During his time there, he was the engagement partner on 2 Fortune 500 Public REITs and several private REITs and real estate funds across multiple real estate sectors.
CREDENTIALS
Education
Bachelor’s in Accounting, University of Detroit Mercy
Master’s in Taxation, Walsh College
Licenses
Certified Public Accountant in the State of California
Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
Member, National Association of Real Estate Investment Trusts (NAREIT)
Presentations & Publications
Stephen has led multiple technical trainings on Partnership Taxation and Taxation of REITs.
WORK-LIFE BALANCE
Outside the office
Steve enjoys traveling, gardening, and spending time with family and friends.
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Work hard, be honest, be kind, and amazing things will happen.