Kit Lee, CPA, is a Senior Tax Manager at Atherton & Associates with 17 years of experience advising closely held businesses, high-net-worth individuals, and trust and estate clients. She specializes in tax planning and compliance, with a strong focus on trust and estate planning and administration, helping clients navigate complex financial decisions while minimizing overall tax exposure.
Known for a detail-oriented and responsive approach, she works closely with clients to translate complex tax matters into clear, actionable strategies. As a primary point of contact on engagements, she coordinates across internal teams to ensure work is accurate, timely, and aligned with each client’s broader financial goals. Her work often involves resolving sophisticated tax and compliance issues, including estate and trust administration matters and IRS or state tax notices.
She also plays an active role in developing team members and maintaining quality across engagements. Through technical guidance, thoughtful review, and ongoing mentorship, she helps staff strengthen both their tax knowledge and client communication skills. Her involvement across workflow coordination, compliance, and client service supports the firm’s commitment to consistent, high-quality advisory delivery.
Her experience spans industries including agriculture and real estate, and extends into retirement and IRA planning, as well as internal initiatives that enhance operational efficiency and client experience.
Outside of work, she enjoys gardening, playing the piano, reading, traveling, and spending time with family and friends.
