Experience

Wendy Xu is a tax director with 15 years of experience in public accounting. She strives to deliver specialty knowledge in business tax to her clients. Wendy ensures that she knows her clients’ needs and expectations when meeting with them for the first time so that she can exceed expectations and provide high quality service in a timely manner.

Getting to know her clients on a personal level allows Wendy to offer her expertise in the preparation of Federal, state and local taxes, and K-1s for hedge funds and private equity. Using a collaborative approach when working with her clients, she develops an integrated tax plan that focuses on maximizing tax efficiencies, identifying and satisfying tax compliance requirements, and providing clarity on continually evolving rules and regulations so that they know precisely where they stand at any point in the process.

Wendy was previously a senior tax manager at Untracht, which joined Citrin Cooperman in 2022. Wendy spent seven years in one of the big four accounting firms serving the firm’s leading tax clients in the asset management space.