Karen Jen, Cpa
About Karen Jen, Cpa
Karen Jen is the Assistant Vice President of State and Local Tax at Jefferies, with extensive experience in tax roles at EY, Grant Thornton LLP, and Dover Corporation. She holds a Dual MBA in Accounting and Taxation from Baruch College and a Bachelor of Science in Financial Economics from Binghamton University.
Current Title and Role at Jefferies
Karen Jen, CPA, currently serves as Assistant Vice President - State and Local Tax at Jefferies, starting from 2019. In this role, she is involved in overseeing state and local tax compliance, planning, and strategic initiatives within the firm. Jefferies, a global investment banking firm, benefits from her extensive experience in tax management and compliance, ensuring adherence to regulatory standards.
Previous Experience at EY
Before joining Jefferies, Karen Jen worked at Ernst & Young (EY) as an Indirect Tax Senior from 2016 to 2019 in the Greater New York City Area. During her three-year tenure at EY, she specialized in indirect taxes such as sales and use tax, excise tax, and value-added tax (VAT), helping clients navigate complex tax regulations and optimize their indirect tax strategies.
Career at Grant Thornton LLP
Karen Jen has an extensive background with Grant Thornton LLP, where she held multiple positions. She started as a Tax Intern from 2013 to 2014, then advanced to a State and Local Tax Associate from 2014 to 2016. In 2016, she was promoted to State and Local Tax Senior Associate, a role she held for nine months. Her work at Grant Thornton involved handling state and local tax issues, providing compliance advice, and assisting with tax audits and appeals.
Academic Background and Dual MBA
Karen Jen achieved a Dual MBA in Accounting and Taxation from City University of New York-Baruch College - Zicklin School of Business, studying there from 2011 to 2014. This advanced education equipped her with a deep understanding of accounting principles and tax regulations, forming a solid foundation for her career in tax consultancy and compliance.
Early Career and Education
Karen Jen commenced her career in tax consultancy as an International Tax Intern at Dover Corporation, where she worked from 2007 to 2010. She then continued at Dover Corporation as a Tax Consultant from 2010 to 2013. She holds a Bachelor of Science in Financial Economics from Binghamton University, where she studied from 2006 to 2010. This background in financial economics has contributed to her robust analytical skills in tax-related matters.