Prior to joining FTS Jill was an Operations Officer for Fiduciary Trust Company Inc where she prepared and reviewed 1120S, 1065 and 1040 documentations. She also functioned as the IRA advisor for the firm’s Investment Officers and worked in providing timely IRA compliance for 1099-R and 5498.
Before this role she was a Principle for JKJ Tax Compliance where she prepared Corporate and Personal tax returns, new venture formations of S-corps and LLC’s. She also consulted with clients on tax planning and prevention strategies.
She received her BBA in Accounting from UMass Amherst and is an Enrolled Agent with the US IRS