Drake
HR Manager/Income Tax Preparer
Numbersetc, LLC
- Followed programs closely to assess effectiveness and make proactive changes to meet changing demands.
- Collaborated with legal and compliance teams to review paperwork, obtain feedback and procure available information for new training processes.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Prepared US, multistate and international tax returns for business clients.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Prepared wide array of returns such as corporate, fiduciary, gift, individual and private foundation returns.
- Facilitated communication between clients and tax authorities.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Completed and filed returns with tax departments at local, state and federal levels.
- Prepared tax returns, extensions, tax planning calculations and write-ups for all types of organizations and entities, including individuals.
- Offered clients recommendations to reduce tax liabilities.
- Delivered comprehensive tax documentation required for accurate individual and corporate returns.