Overview
Kaitlin McKenzie helps rein in concerns arising from business tax and escheat/unclaimed property issues. She provides clarifying counsel on sales and use taxes, income and franchises taxes, withholding tax and unclaimed property services. Kait also represents clients in audits, appeals, return positions and litigation. She collaborates with clients across industries and state jurisdictions, including Pennsylvania, New Jersey, Delaware and Philadelphia.
Kait’s astute approach to tax matters led to her 2015 appointment to Philadelphia’s Tax Review Board (TRB). She was tapped by former Mayor Michael A. Nutter to help resolve nonjudicial disputes regarding city taxes, charges, fees and fines.
Past Experience
Kait previously clerked for Judge Albert W. Sheppard in Philadelphia’s Commerce Case Management Program.
Personal Interests
Kait lives in Nether Providence, Philadelphia, with her son, Tyler, and twins, Zack and Laynie.
Services & Industries
Corporate Group Insurance Services Transactional Tax Insurance
Property & Casualty Insurance
Credentials
Bar Admissions
Delaware New Jersey Pennsylvania
Education
Temple University Fox School of Business M.B.A. (2011)
Villanova University Graduate Tax Program LL.M. (2007)
Villanova University School of Law
J.D. Women's Law Forum Journal (2006)
University of Pittsburgh
B.A. & B.S. cum laude (2003)
Leadership & Community
Professional Associations
New Jersey Bar Association (NJSBA)
Pennsylvania Bar Association (PBA)
Philadelphia Bar Association, State and Local Tax Section Philadelphia Bar Association, Tax Council
Philadelphia Department of Revenue Tax Advisory Council
Civic Activities
Kait was elected in October 2017 as Nether Providence’s 4th Ward Commissioner.