Experience

Suzy Lee is a partner and has strong experience in tax advisory services for an array of financial services companies and executives including private equity funds, commodities and futures traders, brokerage firms, investment advisors, hedge funds, and multinational financial services organizations. She has specialized knowledge in conducting reviews of both partnerships and corporations with particular focus on engagements that have Federal and multi-state compliance, tax estimation, tax planning, and consulting as components.

Suzy was previously a senior tax manager at Untracht Early, which joined Citrin Cooperman in 2022. Prior to Untracht Early, Suzy spent nearly 15 years with a Big Four as an asset management alternative investments director where she served as a tax advisor to financial services companies in the private equity, hedge fund, broker-dealer, investment, and commodities areas.