Alexander Charles

Alexander Charles, EA, MST, NTPI Fellow, is a Senior Tax Manager at Corient, where they guide families with significant wealth legacies through tax compliance and strategic planning. With over nine years of experience, Alexander has served in various roles, including Senior Tax Associate at Geller & Company and Tax Manager at Corient. They hold a Master of Science in Taxation and a Bachelor of Science in Accounting from the State University of New York College at Old Westbury, and they previously worked as an Accounting Tutor at the same institution. Alexander’s background includes directing accounting and tax functions for complex Private Foundations, allowing them to connect tax strategies with broader financial goals.