Greenleaf Trust announces EA designation

Tax Coordinator, Jacob Carr, received his Enrolled Agent designation.

Tax Coordinator, Jacob Carr, recently received his Enrolled Agent designation. Enrolled Agents are federally licensed tax practitioners who have demonstrated technical competence in federal taxation and are authorized to represent taxpayers before the IRS at all administrative levels. This certification equips tax professionals with comprehensive knowledge of the tax code, enabling them to provide expert guidance on complex tax planning, compliance and representation matters.

He is responsible for coordinating tax communications with both internal and external business partners, including regulatory agencies, CPAs and client-centric team members. Jacob supports a variety of tax processes and reporting functions, ensuring a timely and accurate response to inquiries and requests. He earned dual bachelor’s degrees in accountancy and business management from Western Michigan University.

About Greenleaf Trust

With offices in Kalamazoo, Grand Rapids, Birmingham, Midland, Bay Harbor, Traverse City and Naples, Greenleaf Trust National Association is an independent nationally chartered trust bank, exclusively focused on wealth management, trust and estate administration and administration of company-sponsored retirement plans. Through our unique, client-centric team approach, we provide highly personal and customized client service, with no conflicts of interest, to ensure our clients’ financial security from generation to generation. www.greenleaftrust.com