Jessie Huen

CPA

Managing Director, Tax

Services: Estates, Gifts & Trusts, International Tax, Private Client Services

Industries: Financial Services, Real Estate, Technology

Project name

Jessie is a Tax Managing Director of within BPM’s Private Client Services group. She has nearly 20 years of experience in providing quality tax compliance and innovative tax planning service to high net-worth individuals, multination families, family businesses and privately held entities. Her specialties include complex investment tax compliance and planning for VC and PE investors, offshore voluntary disclosure program and streamlined filing compliance procedures and U.S. inbound and outbound individuals and their entities.

Jessie Kun Lee Huen holds an active CPA license in California.

Interesting tidbit

Jessie enjoys traveling internationally and tasting various types of tea around the world.

Certifications

Certified Public Accountant

Education

BS/Accounting, Minor in Economics – California Polytechnic State University, San Luis Obispo
MBA/Taxation – California State University, East Bay

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