(855) Marcum1 | FOLLOW US           
Marcum LLP
  • EVENTS
  • OFFICES
  • CAREERS
  • SUBSCRIBE  
  • 中文
Marcum LLP
People

Kathleen Lens CPA*

Partner - Assurance
Three People Meeting
 
1600 Market Street
32nd Floor
Philadelphia, PA 19103

215.297.2540
kathleen.lens@marcumllp.com
Download Vcard
Download Profile
*Licensed by the Commonwealth of Pennsylvania

A seasoned professional, Kathleen Lens is an Assurance Partner with nearly 30 years experience overseeing audits and providing tax and business advisory services to closely-held entrepreneurial businesses and their owners. Her diverse client base spans a variety of industries including service, not-for-profit, manufacturing, distribution and broker-dealers.

Ms. Lens's expertise extends to the Marcum Family Office Group and High-Net-Worth Individuals Practice Group. She successfully advises the management team of closely-held and family-owned businesses with their day-to-day operations, succession matters, exit strategies, financial growth and estate and personal financial planning. A trusted advisor, Ms. Lens is often engaged by clients to represent their estates as a trustee or executor.

In addition to providing traditional accounting and auditing services, Ms. Lens assists clients with complex transactions that often involve understanding and analyzing profitability and costs, effective management reporting and business planning.

Ms. Lens joined the Firm's forerunner in 1990 and Co-Chairs the Human Resources committee in its Philadelphia office. Previously, she spent 13 years with a national accounting firm.

Ms. Lens actively participates in business and community organizations. She is involved with various growing companies, serves on business advisory boards and heads the Firm's corporate sponsorship program for a nonprofit organization that represents women-owned businesses.

Professional & Civic Affiliations
  • American Institute of Certified Public Accountants (AICPA)
  • Pennsylvania Institute of Certified Public Accountants (PICPA)
  • National Association of Women Business Owners, Philadelphia Chapter
  • Forum of Executive Women
  • National Health Service Foundation, Board of Directors
  • Martins Run, Board of Trustees, Past President
Subject Matter Expertise

Family Wealth Services
Business & Tax Planning
Estate & Succession Planning
Audits

Practice Focus

Closely-Held Businesses
Family-Owned Businesses
High-Net-Worth Individuals

Education

Bachelor of Science, Economics
The Wharton School-University of Pennsylvania

 
HAVE A QUESTION? ASK MARCUM
 
 
STAY IN TOUCH.

SIGN UP TODAY FOR MARCUM'S NEWSLETTERS.

ABOUT MARCUM LLP

Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as Grand Cayman, China and Ireland.

Learn More

CONNECT WITH US
               
OFFICES

Headquarters
750 3rd Avenue, 11th Floor
New York, NY 10017

Find an Office

(855) MARCUM1
info@marcumllp.com

FOUNDATION

Marcum Foundation

AFFILIATIONS

Leading Edge Alliance

DOWNLOAD THE MARCUM ON THE GO APP

© 2016 Marcum LLP. All Rights Reserved.
Privacy | Legal | Sitemap