Services

Family Wealth Services

Tax Preparation and Consultant Services

Caroline Jacobs

CPA

Senior Manager

Professional Overview

Caroline began her career in tax and accounting services in 2011, and she brings that experience to her work 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.

Prior to joining Elliott Davis, Caroline held a position with a privately held company working with their various joint ventures to prepare financial reports, perform analysis as part of due diligence on company acquisitions, and assist with yearly compliance and audit 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, Estate Planning Council of Charleston
  • Member, College of Charleston Accountancy Advisory Board
  • Member, Trident United Way Palmetto Society Steering Committee
  • Member, Trident United Way Women United & Young Leaders United
  • Past-member, Junior League of Charleston