Specialty Areas:
- U.S. Federal Tax
- State and Local Tax
- Franchise & Nexus Tax
- Compliance
- Trust & Wealth Tax Planning
Professional Affiliations and Credentials
- Certified Public Accountant, Licensed in New York State
- Chinese American Society of CPAs
Education
- Master of Science (Taxation), Fordham University, NY
- Bachelor of Science (Accounting), Baruch College
Profile
Jessie is a New York–licensed Certified Public Accountant (CPA) with over a decade of experience in accounting and taxation. She serves as a trusted advisor to businesses and their owners, providing strategic guidance across complex tax, financial, and compliance matters. Her work focuses on tax planning and compliance for high-net-worth individuals and families, with particular emphasis on wealth preservation, generational planning, and minimizing tax exposure through tailored, long-term strategies.
Jessie advises a diverse client base that includes multinational privately held businesses, franchise operators, and companies preparing for IPO. She has led engagements involving entity restructuring, multi-state tax compliance, and financial reporting for operations spanning more than 20 locations across the U.S. and internationally.
In addition to corporate advisory, Jessie advises families on trust taxation and estate planning, helping implement tax-efficient structures that protect assets, manage transfer taxes, and support long-term family goals.
Before co-founding Murison Arbor, Jessie worked at PwC in New York City as part of the Financial Services practice, advising U.S. and international clients on complex tax compliance and provision matters. This experience provided her with deep technical expertise in cross-border structures and evolving regulatory requirements.