OSCAR RUKUNDO

• Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
• Completed and filed tax returns, including Forms 1040 (Individual Income Tax Return), 1041 (Estate and Trust Income Tax Return), and 1065 (Partnership Income Tax Return), with tax departments at local, state, and federal levels. Proficient in using software applications such as OneSource, TrackerNext, and TaxDocs to streamline the tax preparation and filing process. Experienced in handling tax estimate forms and incorporating relevant schedules
• Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry and technical matters to remain current on tax legislation.
• Assisting senior tax professionals in various tax engagements. Working collaboratively with team members to meet deadlines and deliver high-quality work. Providing support in tax-related projects or initiatives.

• Monitored progress and documented patient health status changes to keep care team updated.
• Assisted disabled clients to support independence and well-being.
• Developed rapport to create safe and trusting environment for care.
• Assisted clients with daily living needs to maintain self-esteem and general wellness.
• Administered medication as directed by physician.

• Reviewed and edited multiple tax forms, including: 1099s, 1040s, 1041s, and 990‐PFs.
• Aided as an intern in the Wealth Management and Tax Services department.
• Received direct mentorship and instruction from a Wealth Management and Tax Services professional.

• Managed all intake and discharge paperwork and procedures for residents.
• Assisted residents with daily hygiene and living tasks.
• Managed day-to-day operation of home to comply with regulations and agency standards.
• Investigated and resolved customer complaints to establish trust and increase satisfaction.
• Scheduled and coordinated staff meetings to discuss policies, procedures and goals.