Family Wealth Services

Tax Preparation and Consultant Services

Caroline Jacobs


Senior Manager

Professional Overview

With nearly a decade of experience in tax services, Caroline works within the Family Wealth Services Practice to provide tax compliance and planning strategies for high-net-worth individuals, their families, and related trusts and estates. Caroline seeks to serve her community by providing the highest level of service to local families with tailor-made solutions to their tax and estate planning needs.

Education, Credentials, and Special Training

  • Certified Public Accountant
  • M.S., Accountancy, College of Charleston
  • B.S., Accounting, College of Charleston

Professional Affiliations

  • American Institute of Certified Public Accountants
  • South Carolina Association of Certified Public Accountants

Civic and Community Activities

  • Member, College of Charleston Accountancy Advisory Board
  • Member, Trident United Way Young Philanthropists Society Steering Committee
  • Member, Trident United Way Women United
  • Member, Junior League of Charleston