James Carey is a highly qualified expert, working in Fairman Group Family Office main office of which is in 3437. as a Tax Accountant Intern since 2018. James Carey has earned professional experience in more than 13 positions at various companies. James Carey went to the Indiana University Southeast and got education from 2016 to 2018. James has professional qualifications: Certified Financial Planner. Louisville, Kentucky is the area, where the professional was lastly known to be situated. This professional's e-mail and phone can be accessed through SoftwareOfficial by request.
Name variants:
Jaymes Carey,
Jaimes Carey,
Jim Carey,
Jimmy Carey,
Jimmie Carey,
Jamie Carey,
Jem Carey
Last updated May 22, 2024
Contact Information
Last Update
Jul 5, 2022
Email
ma**@gmail.com, jc**@jeffnat.com
Location
Louisville, KY
Company
Fairman Group Family Office
Workplace
Tax Accountant Intern
Work History
Tax Accountant Intern
1200 Liberty Ridge Dr SUITE 320, Chesterbrook, PA 19087
Helping clients to prepare for their annual tax return’s in compliance with the current tax code regulations. While also teaming up with in office wealth managers to help our clients make sm...
Feb 2018 — Mar 2018
Chief Financial Officer
Managing perpetual consignment inventories remotely and physically throughout various hospitals and surgical centers that use our products in house. Income forecasting and tax planning in c...
from Aug 2017
Financial Advisor Intern
12555 Manchester Rd St, Louis, MO
Helping our clients attain financial goals by first understanding what and where their needs are, and then by implementing a strategy and monitoring results. Finding and targeting existing m...
Jun 2017 — Aug 2017
Valet
4045 Forrestal Ave, Orlando, FL 32806
We specialize in customer service and taking care of any requests or questions that the customer may have. We systematically arrange cars to allow for easy transitions between high volume ti...
Feb 2017 — May 2017
Bookkeeper
Managing and keeping track of orders in Excel. Using spreadsheets for product analyzation in terms of finding out what products sell better at certain points of the year, or which sell the m...
Nov 2016 — Jan 2017
Groundskeeper
99 Biltmore Ave, Rye, NY 10580
Keep grounds of the course neat and enjoyable for all members. Cut, roll, and manicure greens in whichever way is necessary. Responsible for training new employees.
Sep 2016 — Dec 2016
Medical Sales Representative
Promote products to doctors and build new relationships with clients. Make 10+ cold calls a day in a designated territory. Follow up on meeting the new clients by answer any questions regard...
May 2014 — Mar 2018
Territory Manager
10350 Ormsby Park Pl, Louisville, KY 40223
Provided sales support and customer service to investment advisors. Worked with hundreds of advisors to uncover client's needs and deliver expert analysis on potential solutions.
Aug 2011 — Dec 2014
Sales Associate
300 Radioshack Cir, Fort Worth, TX 76102
Executed sales process to fulfill customer needs and consistently attain sales goals while maintaining strong customer relationships.
Mar 2008 — Aug 2011
Financial Advisor
12555 Manchester Rd St, Louis, MO
If you think Edward Jones is like every other large investment firm, think again. We are a leader in the financial-services industry, but we take a personal approach to business, an approach...
from Oct 1, 2004
Education
2016 — 2018
2014 — 2018
2007 — 2011
1986 — 1990
Occupations
Financial Broker
Portfolio Manager
Executive
Team Leader
Accountant
Finance and Accounting Specialist
Investment Analyst
Financial Analyst
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Leadership
Negotiation
Microsoft Excel
Mathematics
Customer Service
Sales
Marketing
Teamwork
Team Building
Problem Solving
Business Relationship Building
Computer Literacy
Computer Science
Statistics
Business Analysis
Product Development
Tax Accounting
Forecasting
Cost Accounting
Bank Reconciliation
Account Reconciliation
Flexible Schedule
Communication
Expense Reports
Prosystem Fx Tax
Gaap
Generally Accepted Accounting Principles
Financial Accounting Standards Board
Closing Entries
Data Analysis
Regression Analysis
Regression Testing
Regression Models
Linear Regression
Quickbooks
Salesforce.com Administration
Computer Programming
Website Building
Website Updating
Website Administration
Financial Operations
Irs
Tax Planning
U.s. Health Insurance Portability and Accountability Act
Human Subjects Research
Economics
Calculus
Financial Analysis
Financial Reporting
Financial Accounting
FAQs about James Carey
What is the profession of James Carey?
This professional's job is Tax Accountant Intern
What are the profession of The expert?
These person's professions are Financial Broker and Portfolio Manager
Where does James Carey live?
Louisville, Kentucky is the place where James Carey currently lives
Does the professional have the email address?
ma**@gmail.com and jc**@jeffnat.com is The professional's email address.
Where did James Carey work?
The professional worked at Fairman Group Family Office, New Covenant Trust Company.
Where has James Carey studied?
James studied at the Indiana University Southeast from 2016 to 2018.
What are the certifications of James Carey?
This professional received the following certifications: Certified Financial Planner.
What languages does James Carey speak?
James Carey speaks English.