Reviewed and analyzed client data and accurately prepared income tax returns and tax research, specifically 5471s, 8858s, 1118s and tax reform returns.
Delivered comprehensive tax documentation required for accurate individual and corporate returns, utilizing Alteryx to make the process repeatable and more efficient.
Developed processes using Alteryx and our tax software to efficiently organize and utilize large data sources into usable information and applying tax planning scenarios to the data.
Taught junior staff how to prepare statements, resolve discrepancies and maximize efficiency, including teams in Argentina and India.
Started Diversity and Inclusion discussions among the junior staff to promote change within our team.
Led trainings to educate colleagues on relevant tax issues.