11 FEB 2025 / PEOPLE UPDATES

Windes Welcomes Jenny Rong as Tax Partner

- MYCPE ONE Insights Team

Summary

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Jenny Rong, former tax director at a Big Four accounting firm, has been announced as the new tax partner at the Long Beach-based accounting and advisory firm, Windes, effective February 7, 2025. Rong's extensive experience in tax compliance for large, complex entities and international corporations is expected to enhance the firm's offerings, demonstrating Windes' commitment to broadening its expertise and delivering comprehensive financial solutions to its clients.

Windes, a prominent accounting and advisory firm based in Long Beach, California, has announced the addition of Jenny Rong as a partner in its Tax Department, effective February 7, 2025.

Professional Background

Prior to joining Windes, Rong served as a tax director at a Big Four accounting firm, accumulating over 14 years of experience in federal and state income tax compliance for large, complex passthrough entities and international corporations. Her expertise encompasses strategic consulting services for partnerships, S corporations, and high-net-worth individuals, with a specialization in domestic and cross-border transactions, including Section 1031 exchanges.

Industry Experience

Rong has served clients across various sectors, including real estate, private equity, hospitality, professional services, manufacturing, transportation and trade, software as a service (SaaS), and wholesale/retail industries. She also collaborates closely with family offices, advising on domestic and cross-border trust and estate planning, reviewing trust documents, and ensuring compliance with trust, gift, and foundation tax regulations.

Educational Background and Professional Affiliations

Rong holds a Bachelor of Science in Accounting from Hunter College, City University of New York (CUNY), and a Master of Business Taxation from the University of Southern California’s Leventhal School of Accounting. She is a Certified Public Accountant and an active member of both the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CalCPA). Fluent in English, Mandarin, and Shanghainese, Rong also has proficiency in Cantonese.

Leadership Perspectives

Expressing her enthusiasm about joining Windes, Rong stated, "I am delighted to join Windes and contribute my skills and experience to the team. I look forward to collaborating and working with our clients to achieve their financial goals." Sean McFerson, Managing Partner at Windes, commented, "Jenny is a perfect fit for our firm’s culture of collaboration and client focus. Her addition will enhance our team’s capabilities, further strengthening our ability to provide comprehensive and innovative tax and financial solutions to our clients."

The inclusion of Rong as a tax partner underscores Windes' commitment to expanding its expertise and delivering comprehensive, innovative solutions to its diverse clientele.

Until next time…

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Windes Welcomes Jenny Rong as Tax Partner

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