Tim Couch

Tim Couch Email and Phone Number

Senior Wealth Advisor @ Northern Trust
Florida, United States
Tim Couch's Location
Miami-Fort Lauderdale Area, United States, United States
Tim Couch's Contact Details
About Tim Couch

Leveraging his experiences as a Certified Public Accountant (Missouri) and CERTIFIED FINANCIAL PLANNER™ professional, Tim provides focused financial, tax, and estate planning expertise to address immediate and long-term ambitions of families and business owners.

Tim Couch's Current Company Details
Northern Trust

Northern Trust

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Senior Wealth Advisor
Florida, United States
Employees:
29804
Tim Couch Work Experience Details
  • Northern Trust
    Senior Wealth Advisor
    Northern Trust
    Florida, United States
  • Northern Trust
    Wealth Advisor
    Northern Trust May 2024 - Present
    Chicago, Illinois, Us
  • Northern Trust
    Associate Wealth Advisor
    Northern Trust Dec 2017 - Apr 2024
    Chicago, Illinois, Us
  • Rsm Us Llp
    Tax Manager, Private Client Services
    Rsm Us Llp Oct 2017 - Dec 2017
    Chicago, Illinois, Us
  • Rsm Us Llp
    Tax Supervisor, Private Client Services
    Rsm Us Llp Oct 2015 - Sep 2017
    Chicago, Illinois, Us
    • Review high-net-worth individual, trust, flow-through entity, and gift tax returns• Analyze and document estate, trust, and other legal agreements• Perform technical research related to estate planning and income tax matters• Formulate and communicate journal entries to correct inaccurate postings• Establish and maintain open and frequent communication with clients and their advisors• Train, mentor, and manage new staff members• Develop and streamline processes and communicate best practices across regional offices• Supervise all aspects of engagement lifestyle, including budgeting and scheduling matters
  • Rsm Us Llp
    Senior Tax Associate, High Net Worth Practice
    Rsm Us Llp Aug 2014 - Sep 2015
    Chicago, Illinois, Us
    • Extensive exposure to high-net-worth individual, trust, gift, and estate compliance• Prepare flow-through and tax exempt entity tax returns• Maintain and track basis schedules for flow-through entity shareholders• Project annualized income for individual planning purposes
  • Ernst & Young
    Tax Staff, Diversified Staff Group
    Ernst & Young Sep 2012 - Jul 2014
    London, Gb
    • Individual, fiduciary, and pass-through entity compliance and planning• Exposure to ASC 740 Accounting for Income Taxes• Performed due diligence for buy-side and sell-side mergers and acquisitions• Complete research and draft memorandums related to client-specific issues• Correspondence with national and state tax authorities• Responsible for mentoring and managing new staff members
  • Ernst & Young
    Tax Intern, Diversified Staff Group
    Ernst & Young Jan 2012 - Apr 2012
    London, Gb
    • Completed tax returns for individuals, trusts, and partnerships• Performed research related to client-specific issues• Gained general understanding of firm software and procedures
  • Southeast Missouri State University
    Intern, Accounting Services Department
    Southeast Missouri State University Aug 2011 - Dec 2011
    Cape Girardeau, Mo, Us
    • Reconciled accounts receivable balance to subsidiary ledgers• Summarized cashier deposits and traced to bank statements• Prepared additional reports and projects as requested by supervisor
  • St. Peters Athletic Association
    Official
    St. Peters Athletic Association Aug 2006 - Aug 2011
    • 2007 Umpire of the Year• Named to 2007 "Century Team" (for umpiring over 100 games in a season)
  • Catholic Supply Of St. Louis, Inc.
    Customer Service Associate
    Catholic Supply Of St. Louis, Inc. Sep 2008 - Jan 2010
    St. Louis, Mo, Us
    • Verified and balanced cash drawer ensuring accurate deposits• Oversaw inventory transfers and new merchandise including data entry and requests• Resolved customer concerns and managed customer orders quickly and efficiently

Tim Couch Skills

Accounting Accounts Receivable Financial Accounting Auditing Quickbooks Leadership Tax Data Entry Cpa Customer Service Microsoft Excel Income Tax

Tim Couch Education Details

  • Southeast Missouri State University
    Southeast Missouri State University
    Accounting

Frequently Asked Questions about Tim Couch

What company does Tim Couch work for?

Tim Couch works for Northern Trust

What is Tim Couch's role at the current company?

Tim Couch's current role is Senior Wealth Advisor.

What is Tim Couch's email address?

Tim Couch's email address is ti****@****mus.com

What schools did Tim Couch attend?

Tim Couch attended Southeast Missouri State University.

What are some of Tim Couch's interests?

Tim Couch has interest in Traveling, Reading, Baseball, Golfing.

What skills is Tim Couch known for?

Tim Couch has skills like Accounting, Accounts Receivable, Financial Accounting, Auditing, Quickbooks, Leadership, Tax, Data Entry, Cpa, Customer Service, Microsoft Excel, Income Tax.

Who are Tim Couch's colleagues?

Tim Couch's colleagues are Pooja Tawadker, Harsha Bangera, Rick Mylin, Annie Atencio, Christopher D., Navya O., Mintu Mathew.

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