Jena Lee

CPA

Director, Tax

Services: Charitable Giving, Tax Planning & Compliance

Industries: Nonprofit

Project name

Jena is a San Francisco-based CPA who joined BPM’s nonprofit Tax practice in 2015. She began her career in nonprofit programming and became an accountant in 2012.

She works with nonprofits throughout the United States, including private foundations, membership associations, performing arts organizations and social welfare organizations.

Jena holds an active CPA license in California under the name Jeanette Lee.

Interesting tidbit

When not practicing accounting, Jena can be found walking her dog around Potrero Hill.

Certifications
  • Certified Public Accountant
  • AICPA Not for Profit Certificate I
  • AICPA Not for Profit Certificate II
Community

• Board Member – Oasis Legal Services
• Member – California Society of Certified Public Accountants (CalCPA)
• Member – American Institute of Certified Public Accountants (AICPA)
• Former Board Member – Root Division
• Leadership San Francisco, Class of 2020

Education
  • BA – Mills College
  • MS/Taxation – Golden Gate University

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