With a robust background at Barnes Dennig & Co., I've led tax compliance and planning for over 100 clients, mastering tax return preparation, reviewing of tax return compliance, and software training. My expertise spans multistate regulations and industries, complemented by a talent for mentoring staff, showcasing a blend of technical proficiency and leadership.
Assisted in the preparation of income tax returns for individuals, corporations, partnerships, and other business entities, ensuring compliance with applicable tax laws and regulations.
Lead the preparation of complex tax returns for individuals, corporations, partnerships, trusts, and other entities, ensuring accuracy and timely filing in accordance with tax regulations. Also began reviewing simple returns for individuals, corporations, partnerships, trusts, and other entities.
Lead the reviewing of complex tax returns prepared by junior staff, maintained client relationships, and managed the timely filing of federal, state, and local tax returns for corporate clients, partnerships, LLC's, and high-net-worth individuals, ensuring compliance with all applicable tax laws and regulations. Conducted in-depth tax research and analysis to identify tax-saving opportunities, minimize liabilities, and ensure compliance with changing tax codes. Assisted clients with managing their tax risks, reviewing and interpreting tax positions, and offering guidance on the application of tax laws to complex transactions. Mentored and supervised junior staff members, providing training on tax regulations, return preparation, tax software, and best practices in client service. Also participated in company marketing efforts including interviews, blog posts, and video shoots.