Partner, Family Office
Current
Jul 2024 - Present
AeroLeads people directory · profile
Joanna Meng Email & Phone Number
Partner, Family Office at Frank, Rimerman + Co. LLP
at
Frank, Rimerman + Co. LLP
1 work email found
@frankrimerman.com
5 phones found area 503, 650, and 541
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner, Family Office at Frank, Rimerman + Co. LLP
Location
Portland, Oregon, United States
Who is Joanna Meng? Overview
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Quick answer
Joanna Meng is listed as Partner, Family Office at Frank, Rimerman + Co. LLP at Frank, Rimerman + Co. LLP, based in Portland, Oregon, United States. AeroLeads shows a work email signal at frankrimerman.com, phone signal with area code 503, 650, 541, and a matched LinkedIn profile for Joanna Meng.
Joanna Meng previously worked as Partner, Family Office at Frank, Rimerman + Co. Llp and Director, Family Office at Frank, Rimerman + Co. Llp. Joanna Meng holds Master Of Science (M.S.), Accounting from University Of Oregon Lundquist College Of Business.
Company email context
Email format at Frank, Rimerman + Co. LLP
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{first_initial}{last}@frankrimerman.com
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AeroLeads found 1 current-domain work email signal for Joanna Meng. Compare company email patterns before reaching out.
Profile bio
About Joanna Meng
An experienced financial leader, I’ve honed my skills and expertise in tax management, strategic financial planning for high-net-worth individuals, and building long-term meaningful client relationships. Over the course of my career, I’ve thrived whenever I’m able to combine my financial expertise as a licensed Certified Public Accountant (CPA) with a Masters in Accounting with my talents in project management, ethical stewardship, and collaboration.With my family office community experience, I always strive to establish a strong rapport with my clients so they can rest assured that I am looking out for their best interests.Specialties: ⇨ Financial statement reconciliation and preparation including cash forecasting ⇨ High-net-worth individual planning and consulting, including (but not limited to) cash flow management, wealth transfer planning, and charitable gifting ⇨ Accounting/bookkeeping for families, start-ups, small businesses, private foundations, fiduciaries, and 501(c)(3) public charities Extensive experience working with the following programs (in alphabetical order): ⇨ Accupay⇨ ADP⇨ Bill.com⇨ BNA Tax Planning⇨ Google Drive Suite ⇨ Gusto⇨ Intacct⇨ Microsoft Office Suite⇨ PDFlyer⇨ ProSystem Tax/Engagement/Scan⇨ QuickBooks⇨ Quicken⇨ TaxInterest⇨ TriNet
Listed skills include Accounting, Tax, Tax Research, Cpa, and 20 others.
Current workplace
Joanna Meng's current company
Company context helps verify the profile and gives searchers a useful next step.
11 roles · 20 years
Joanna Meng work experience
A career timeline built from the work history available for this profile.
Director, Family Office
Aug 2023 - Jul 2024
Senior Manager, Family Office
Aug 2020 - Aug 2023
Manager, Family Office
May 2018 - Aug 2020
Controller
⇨ Analyzed financial data, trends, and performance metrics to provide insights and recommendations.⇨ Monitored and controlled expenses, identified cost-saving opportunities and suggested operational improvements to optimize financial performance.⇨ Managed cash flow by tracking expenses and income, projected cash needs, and handled timely payments to.
2018 - 2018
Controller Consultant
Evaluated and analyzed financial information and prepared financial reports to maintain a GAAP record of assets, liabilities, profit & loss, tax liability, or other financial activities within a wide range of companies in varying stages of development throughout Silicon Valley.
2016 - 2018
~2 yrs
Manager, Tax
⇨ Worked with high-net-worth individuals (up to $1bil+ of net worth) and their related fiduciaries, small businesses, private foundations, and family partnerships, specializing in tax return preparation and financial planning. ⇨ Built and supported various financial strategies for clients, including, but not limited to, charitable gift planning.
2013 - 2016
~3 yrs
Senior Associate, Tax
⇨ Assisted clients in tax regulation compliance, optimized their tax positions, identified any potential tax-saving opportunities, analyzed their financial situations, proposed strategies to minimize tax liabilities, and helped them navigate the tax laws' complexity.⇨ Prepared, reviewed, and filed various tax returns — for individuals, charitable.
2010 - 2013
~3 yrs
Associate, Tax
2008 - 2010
~2 yrs
Accounting / Finance Intern
2007 - 2007
Faculty Support
2006 - 2007
~1 yr
2 education records
Joanna Meng education
Master Of Science (M.S.), Accounting
University Of Oregon Lundquist College Of Business
Bachelor Of Arts (B.A.), Accounting Major With A Concentration In Finance
University Of Oregon Lundquist College Of Business
FAQ
Frequently asked questions about Joanna Meng
Quick answers generated from the profile data available on this page.
What company does Joanna Meng work for?
Joanna Meng works for Frank, Rimerman + Co. LLP.
What is Joanna Meng's role at Frank, Rimerman + Co. LLP?
Joanna Meng is listed as Partner, Family Office at Frank, Rimerman + Co. LLP at Frank, Rimerman + Co. LLP.
What is Joanna Meng's email address?
AeroLeads has found 1 work email signal at @frankrimerman.com for Joanna Meng at Frank, Rimerman + Co. LLP.
What is Joanna Meng's phone number?
AeroLeads has found 5 phone signal(s) with area code 503, 650, 541 for Joanna Meng at Frank, Rimerman + Co. LLP.
Where is Joanna Meng based?
Joanna Meng is based in Portland, Oregon, United States while working with Frank, Rimerman + Co. LLP.
What companies has Joanna Meng worked for?
Joanna Meng has worked for Frank, Rimerman + Co. Llp, Workplay Ventures, Ravix Group, Siltronic Ag, and University Of Oregon.
How can I contact Joanna Meng?
You can use AeroLeads to view verified contact signals for Joanna Meng at Frank, Rimerman + Co. LLP, including work email, phone, and LinkedIn data when available.
What schools did Joanna Meng attend?
Joanna Meng holds Master Of Science (M.S.), Accounting from University Of Oregon Lundquist College Of Business.
What skills is Joanna Meng known for?
Joanna Meng is listed with skills including Accounting, Tax, Tax Research, Cpa, Financial Reporting, Account Reconciliation, Financial Statements, and Microsoft Excel.
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