Jim Pfs Email & Phone Number
Managing Director @ Baker Newman Noyes
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Jim Pfs Location
- Boston, MA, US
Jim Pfs Work
- Managing Director @ (August 2019 - Present)
- Adjunct Faculty @ (January 2013 - Present)
- Partner @ (January 2006 - January 2018)
- Partner and Senior Wealth Advisor @ (January 2006 - January 2018)
- Tax and Wealth Manager @ Summit Financial Strategies (January 2004 - January 2006)
- Tax and Wealth Manager @ Archambault & Associates (January 2003 - January 2004)
- Senior Tax and Wealth Management Director @ RSM US LLP (January 2000 - January 2002)
- Senior Tax Manager @ Mullen and Company, LLP (merged with RSM McGladrey) (January 1984 - January 2000)
Jim Pfs Education
- Bentley University
MST
- Merrimack College
BS, Business Administration (Accounting)
Jim Pfs Skills
- Estate Planning
- Tax Preparation
- Financial Analysis
- Income Tax
- Tax
- Strategic Financial Planning
- Accounting
- Financial Reporting
- Management
- Auditing
- Internal Controls
- Finance
- SEC filings
- GAAP
- CPA
- Mutual Funds
- Inheritance Tax Planning
- Financial Planning
- Financial Accounting
Jim Pfs Summary
- Jim Pfs, based in Boston, MA, US, is currently a Managing Director at Baker Newman Noyes. Jim Pfs brings experience from previous roles at Merrimack College, The MFA Companies and Summit Financial Strategies. Jim Pfs holds a MST @ Bentley University. With a robust skill set that includes Estate Planning, Tax Preparation, Financial Analysis, Income Tax, Tax and more. Jim Pfs has 2 emails and 1 mobile phone numbers on RocketReach.
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