● Assisting in filling Federal and State Tax Returns for high-net-worth individuals and businesses and preparing 1065, 1120, 1120-S, and 1040-related returns.
● Analyzing general ledger, financial statements, and working trial balances and adjusting journal entries for tax preparation.
● Assisting tax managers and principals in monitoring tax due dates of assigned returns and regularly updating working trackers for clients.
● Creating training focusing on tax compliance for staff-level employees and taking the lead in senior meetings along with reviewing staff-level work and finalizing returns for upper-level management.
● Assisting in filling Federal and State Tax Returns for high-net-worth individuals and businesses and preparing 1065, 1120, 1120-S, and 1040-related returns.
● Analyzing general ledger, financial statements, and working trial balances and adjusting journal entries for tax preparation.
● Assisting tax managers and principals in monitoring tax due dates of assigned returns and regularly updating working trackers for clients.
● Creating training focusing on tax compliance for staff-level employees and taking the lead in senior meetings along with reviewing staff-level work and finalizing returns for upper-level management.
● Utilizing tax research and assessing software such as Bloomberg Tax and CCH Access Point to run projects and tax research on related topics.
● Worked primarily on rental real estate client group.
● Proficient in using GoSystems, CCH Axcess, Excel, Bloomberg Tax BNA Tax Planner, and CCH Prosystem fx Engagement.