Jeffrey D. McKenney

Jeffrey D. McKenney

t 617-248-5211   f 617-502-5211

Jeffrey McKenney is a tax accountant at Choate. He is primarily responsible for preparing fiduciary income tax returns for trusts managed by Choate’s Wealth Management Group.  He handles tax reporting for a wide range of entities including revocable and irrevocable trusts, investment accounts and charitable foundations. Mr. McKenney also assists with the preparation of individual income tax returns for clients of Choate’s Wealth Management Group.  He works closely with attorneys and estate and trust administrators on tax related issues.

Prior to joining Choate, Mr. McKenney spent 12 years at State Street where he worked in various tax groups.  During his final 3 years at State Street, he was in the tax services group in their wealth management division for their high net worth clients and had a strong focus on foreign individuals, trusts and performing NRA and FATCA tax withholding and reporting.

Mr. McKenney graduated from Plymouth State University in 2005 with a BS in Business Administration and from UMass Boston in 2011 with a Masters in Accounting.

 

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