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Jennifer Moss, CPA, CFP®

Senior Client Associate

301.679.6218 | jennifer.moss@belr.com

Jennifer joined Bronfman Rothschild in 2017 with a background in public accounting. She has specialized in tax planning since beginning her career in 2011. Jennifer has guided clients through audits, run model scenarios for tax planning strategies, and led group training efforts on the intricacies of high net worth tax planning. Jennifer received her Bachelors of Business Administration concentrating in Finance and Accounting from Northeastern University. She also earned her Masters in Accounting and holds CPA and CFP® Licenses. Residing in Silver Spring, Jennifer enjoys golf and cooking in her spare time.

Specific experience

  • Tax Manager in the Personal Financial Services Group at Aronson LLC
  • Tax and Financial Planning Associate at Argent Wealth Management
  • Tax Senior Associate in Family Wealth Services at RSM US LLP

Industry Involvement

  • CFP® Professional
  • Certified Public Accountant (CPA)

Education

Northeastern University, BS, Business Administration, MS, Accounting