Joseph T. Carroll

Joseph T. Carroll is a member of the New York City office, where he serves as a director in the Private Client Services practice. Joe has extensive experience in the areas of income tax compliance, tax research, and financial planning. He specializes in working with family offices, high-net-worth individuals, and clients with international complexities.

Prior to joining Andersen, Joe spent the majority of his career at Goldman, Sachs & Co., where he worked for almost 32 years and retired from the firm in November 2009 as a Vice President. Joe was responsible for advising the partners of the firm on their individual income taxes, estate and gift taxes, and financial planning matters. During Joe'ss career at the company, he created and directed the day-to-day operations of managing the Estate Tax Planning Group while the firm was still a partnership, and for several years, The Goldman Sachs Family Office, after the firm became a public company.

After Joe retired from Goldman Sachs, he held several senior positions at financial services and wealth management advisory firms. Joe was a Managing Director at TAG Associates LLC in Family Office Services and a Managing Director/Senior Client Advisor at Rockefeller & Co. He was also an Executive Director at EY in the Financial Services Office, where he was a market leader for Private Client Services, and a Managing Director at The Swarthmore Group, Inc. in Family Office Services. Most recently, Joe was a Managing Director at the LeoGroup LLC, where he advised high-net-worth individual clients on their domestic and international tax matters.