Shen is a Senior Tax Manager with over seventeen years of experience practicing tax compliance and planning service. Shen specializes in working with high net worth individuals, including multi-generational families with complex trusts for estate planning, family-owned/closely held businesses, pass through entities and C corporations, and private foundations. She takes pride in her work on large family group projects from both the business level and individual level.
When her clients call with tax challenges, Shen feels honored to be their trusted contact. She thrives on understanding clients’ different goals, helping them transform the complexity of tax laws into opportunities, and providing them with a clear picture and plan for their unique tax situations.
Before joining Sweeney Conrad, Keri worked with both public accounting firms and in private accounting.
Professional & Business Affiliations
Washington Society of Certified Public Accountants & American Institute of Certified Public Accountants
Education
Bachelor of Arts, Economics, Renmin University, Beijing, China
Master of Economics, Yamaguchi University, Japan
Master of Professional Accounting in Taxation, University of Washington, Seattle
Professional Certifications
Certified Public Accountant
Shen values spending time with her family as well as cooking, hiking, and practicing yoga. She also enjoys traveling around the country to watch her daughters’ swim meets. Fun fact: Shen has a yoga teaching certificate!
