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Home Our People Kimberlee S. Phelan

Kimberlee S. Phelan

Partner

CPA, MBA, Practice Leader, International Services

Proud to be Withum.

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Based in our Princeton office, Kimberlee is a tax partner with over 25 years of accounting and tax experience, including working in the tax departments of Coopers & Lybrand LLP and Price Waterhouse LLP. Kimberlee’s expertise lies in international structuring, FATCA, transfer pricing, partnerships inbound and outbound, executive compensation planning and individuals.

A graduate of Wellesley College with a bachelor’s degree cum laude in economics and international relations, Kimberlee also earned an MBA in accounting and finance from the John E. Anderson Graduate School of Management at UCLA. She is a member of the American Institute of Certified Public Accountants (AICPA) and the New Jersey Society of Certified Public Accountants (NJSCPA), where she sits on the International Tax Committee. Additionally, Kimberlee is co-chair of both the HLB North America Tax Services Group and the HLB International Tax Committee. She is the founder of Withum’s Women’s Leadership Development Initiative and actively participates in HLB’s Women in Business program.

Kimberlee is a member of the Finance Committee for St. Charles Borromeo. She is on the National Board of Directors and Finance Committee of Learning Ally. She is past president of the Princeton Youth Fund and a former trustee of the Princeton Area Community Foundation and the Princeton YWCA. Additionally, Kimberlee was the Secretary/Treasurer of Familyborn and Birth Alternatives, Inc., President of the Wellesley Club of Central New Jersey, Regional Representative on the Wellesley College Alumnae Association, and a Committee Member of Junior Achievement. In 2002, Kimberlee received the Princeton YWCA Tribute to Women award. In 2007, Kimberlee was named a Woman of Influence in Finance by the New Jersey Women’s Fund, and in 2008 she was named one of the Best 50 Women in Business by NJBIZ. During 2012, Kimberlee was named “Woman of the Year” by Garden State Woman, received a salute to the Policy Makers award from Executive Women of New Jersey and was named a “Woman of Note” by the NJSCPA.

Kimberlee has authored articles for numerous local publications and has been a frequent lecturer on tax, business and financial matters to the general public, and professional and business organizations. She coordinates and conducts continuing professional education training on all types of tax issues for the firm’s accountants and outside professionals. She resides in Mercer County, NJ.

Withum isn’t just a job— we’re a family, and we carry that spirit together in everything we do. We live the Withum Way. We are catalysts for growth and success.

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