Joseph T. Carroll is a member of the New York City office, where he serves as a director in the Private Client Services Group. Joe has extensive experience in the areas of income tax compliance, tax research, and financial planning. He specializes in working with family offices, high-net-worth individuals, and clients with international complexities.
Before joining Andersen, Joe spent the majority of his career at Goldman, Sachs & Co., where he worked for almost 32 years and retired from the firm in November 2009 as a Vice President. Joe was responsible for advising the partners of the firm on their individual income taxes, estate and gift taxes, and financial planning matters. During Joe's career at the company, he created and directed the day-to-day operations of managing the Estate Tax Planning Group while the firm was still a partnership, and for several years, the Goldman Sachs Family Office, after the firm became a public company.
After Joe retired from Goldman Sachs, he held several senior positions as a managing/executive director at financial services and wealth management advisory firms.
Location
Education
- Baruch College, BBA (Accounting)
- Long Island University, MS (Taxation), Professor Leo Schloss Excellence in Accounting Award
- New York University, Certificate in Financial Planning