Karen Jonas Email & Phone Number

I am an accomplished and dynamic senior executive finance and tax professional with proven team management skills and diverse technical experience supporting ultra-high net worth families, closely held businesses and non-profit organizations. Working with families and businesses to achieve their goals is a passion of mine. I am skilled in collaborating with multi-disciplinary teams that include investment professionals, bankers, attorneys, sales and marketing and human resources. Effective communication across these disciplines results in great solutions to problems and issues presented and I strive to ensure the right people know the right information to make informed decisions for successful outcomes.Additionally, I am adept in integrating comprehensive reporting by various lines of businesses, such banking, insurance, investments and performance, estate plans as well as standard financial reporting. This results in the reader of these reports having one report that provides a full financial picture allowing them to easily focus on areas of potential concern. With a Masters of Tax and a Juris Doctor, as well as having been a shareholder in a national public accounting firm, I have demonstrated achievements as a subject matter expert on tax issues. Providing effective resolutions to technical financial and tax problems and issues has been a significant part of my career. Also, communicating complex planning ideas to clients in an easily understood format brings me great joy to give them tools to make important decisions for their future. This requires building great relationships internally with cross-functional team members as well as external advisors. I’ve found building these types of relationships has resulted in lifetime friends and colleagues.

Listed skills include Prosystem Fx Tax, Lines Of Credit, Income Tax, Accounting, and 38 others.