Tax Manager & Fiduciary Specialist
Kevin is responsible for client account tax-related activities, including tax form preparation and filing, tax payments, and vendor management. He contributes to the oversight and management of all fiduciary accounts, including researching issues and advising client service team members on fiduciary account administration.
Kevin began his career in 2001 and joined the firm in 2019. Previously he worked at CIBC National Trust Company and the Internal Revenue Service. Most recently, at CIBC Kevin was a Senior Fiduciary and tax associate responsible for fiduciary oversight of trustee, co-trustee, and IRA accounts, as well as researching complex trust documents, interpreting tax laws, and reviewing audit and transaction reports to ensure compliance with internal and industry standards.
Kevin earned a BS from Husson University, an MBA from Nichols College, and a JD from Massachusetts School of Law. Kevin is admitted to the Bar in the Commonwealth of Massachusetts, the US District Court- District of Massachusetts, and The US Tax Court. He is a member of the Massachusetts Bar Association.