As the Tax Services Department Lead at Sequoia, Charlie is responsible for providing strategic and operational direction for the firm’s tax services and for working closely with advisors to deliver clients a comprehensive wealth management experience that includes proactive tax planning.

Charlie has more than 20 years of experience in the accounting world. In his past work, Charlie served as accounting manager for a St. Paul CPA firm. In this role, he advised affluent clients in general financial and tax planning in addition to providing tax compliance services—preparing and reviewing individual, gift, and fiduciary returns. Prior to that position, Charlie worked as an audit/accounting supervisor for another Twin Cities firm, where he was responsible for the overall servicing of business clients in one of the firm’s key niche sectors. In this role he worked closely with business owners, consulting on activities including budgeting, forecasting, and cash flow analysis.

He began his career in the banking industry where he prepared financial reports for trust accounts in the retirement services area. Charlie is a Certified Public Accountant (CPA) and a member of the American Institute of Certified Public Accountants and the Minnesota Society of CPAs.