Area of Focus
Private client services
Office Location
Calgary, Alberta
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Jen Reid

Senior Manager
Area of Focus
Private client services
Office Location
Calgary, Alberta
Connect

About Jen

Jennifer Reid is a Senior Manager for RSM Canada's PCS business owners practice.

Experience

Jennifer Reid has been practicing tax in Calgary for over 12 years, with a focus on private companies and their owners, as well as trusts and estates. Her previous experience in both Big 4 and boutique tax groups, as well as unique experience gained in leading a wealth planning group at a financial institution, allows Jennifer to take a holistic approach to tax planning for entrepreneurial and high net worth clients.

Jennifer has experience assisting clients in planning their estate, including considerations such as insurance, trust and probate planning, as well as in transitioning businesses to the next generation or new owners in a tax-efficient manner.

Jennifer takes an active role in mentoring the next generation of tax professionals across Canada, through her continued involvement in facilitating multiple parts of the CPA In-Depth Tax Program. Additionally, Jennifer was the 2018 level one recipient of the Jeff K. Jutzi Facilitator Award for outstanding contributions to the In-Depth Tax Program.


Professional affiliations and designations

  • CPA, CGA, earned in 2013 
  • Designated member of the Society of Trust and Estate Practitioners (TEP), earned in 2019 
  • Member of the Canadian Tax Foundation 
  • Board member, The Spanish School of Calgary 

Education

  • Bachelor of Business Administration, accounting, Mount Royal University 
  • Completion of the CPA In-Depth Tax program 
  • Completion of the CPA Advanced Tax Issues for the Owner-Managed Business course 
  • Completion of the STEP diploma designation program 
Area of Focus
Private client services
Office Location
Calgary, Alberta
Connect