Partner
Rachel Kieser, CPA, MT
Tax
- Philadelphia
- 267-765-0249
Learning creates opportunities that you might not even know existed.
Learning creates opportunities that you might not even know existed.
Bio
As an expert on wealth transfer, Rachel is a tax professional who assists high net worth family groups with individual tax and financial planning, family business tax planning, trust and estate taxation issues and private foundation compliance and consulting.
Rachel’s career started at a local accounting firm, where she interned while still in college. After developing her skills at regional firms and large corporations, Rachel discovered her passion for tax and financial planning. Thanks to her holistic approach and wealth of knowledge, Rachel has become an indispensable partner whose insight helps clients handle a broad range of financial matters.
Rachel is committed to empowering other women in the industry and promoting inclusion through her affiliation with 100 Women in Finance.
Experience
I would repeal the $10,000 state and local tax (SALT) deduction limitation imposed on individuals by the Tax Cuts and Jobs Act. It disproportionately impacts taxpayers that live in states with higher real estate and income tax rates.
I enjoy the opportunity to help the client plan for growth and play an active role in their expansion. My favorite client is very open to planning and sees the value in the work that we do. When they decided to enter a new line of business, we collaborated on the process of buying the new firm. I was able to learn all about how this company would operate and assist with tax planning relative to the purchase of the business as well as the new operations.
I believe in balancing people’s workload while staying conscious of our deadlines and meeting client’s expectations. Collaboration is very important to me, so I make sure I’m always approachable, helpful and focused.
Getting out of my comfort zone when I travel is something I’m very proud of. When I go to new places where I don’t even speak the language, it’s always an opportunity to learn more about myself. Travel has allowed me to experience different cultures, diverse perspectives and feel more empowered.
Don’t be afraid to stay curious and continue asking questions. Mentors, partners and managers are there to help you find opportunities so you can become successful in this industry.
