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Jim is an experienced tax professional with expertise in tax compliance and tax matters related to Fiduciary, Tax-Exempt, and other types of business-related tax returns. He serves as a trusted tax expert to our Trust clients and is responsible for the preparation of timely and accurate tax returns.
With over a decade of experience, Jim has been involved in all aspects of the tax function related to large portfolios of Trusts including Fiduciary and Pension Funds.
Prior to joining Circumference FS (USA) Inc., predecessor company, Wilmington Trust, Jim held various tax roles at Deloitte Tax, LLP, State Street Global Advisors, and General Electric Asset Management where he managed the tax function for multiple internal and external trusts. He holds a Bachelor of Science in Business Administration degree, with a major in accounting.
