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Beacon Trust
Bhakti Shah, JD, CPA

Bhakti Shah, JD, CPA

Senior Vice President 
Tax Planning Manager

Bhakti Shah is a Senior Vice President and Tax Planning Manager at Beacon Trust. She is responsible for managing Beacon Trust’s income tax preparation offering to our clients. Ms. Shah joins us from the tax department of a pharmaceutical company where she served as Associate Tax Manager. Prior to that, Ms. Shah worked at Ernst & Young assisting high-net worth individuals with their tax planning strategies. Ms. Shah has a JD from New York Law School and a BS in Business Administration from Boston University Questrom School of Business. She is a member of the State Bars of NJ and NY, and maintains a CPA license in NY.