Jill Blumen, CPA
Senior Manager
Top 5 Things to Know About Jill
- Manages Walter Shuffain’s growing 401(k) audit practice
- Oversees tax, audit, review, and compilation engagements
- Works primarily with real estate, professional services, and venture capital clients
- Brings deep experience with ERISA and Department of Labor compliance
- Known for organization, clear communication, and proactive client service
Jill Blumen works with clients across real estate, professional services, and venture capital, overseeing engagements that range from tax-related services to audits, reviews, and compilations. Clients value her for her organized, proactive approach and her commitment to keeping them informed, prepared, and on track.
A key area of focus for Jill is managing assurance engagements for 401(k) plans. She guides clients through the audit process with a strong understanding of ERISA and Department of Labor requirements, helping them navigate administration, documentation, and timing considerations efficiently and effectively. Her experience includes reviewing participant contributions, employer contributions, and plan document compliance to support well-run plans and smoother audits.
Jill is known for her clear communication, thoughtful oversight, and ability to bring structure and momentum to a wide range of engagements.
- 401(k) Plan Audits
- Assurance Services
- Audits, Reviews & Compilations
- ERISA Compliance Support
- Tax-Related Services
- Certified Public Accountant (CPA)
- Bachelor’s Degree in Psychology, Colgate University
- MS/MBA, Northeastern University Graduate School of Professional Accounting
Having one son in high school and another in grade school, my ideal is to be fully engaged in my work while being actively involved in their lives and activities.
Jill lives in Sharon with her husband and two sons and enjoys staying actively involved in family life. An avid reader, she also enjoys yoga and cheering on her boys at track meets and tennis matches. Family time often includes trips to Disney theme parks, which remain a favorite way to spend time together.