Preparation of federal and state tax returns for individuals and various business entity types (partnerships, s-corporations, c-corporations).
Review financial records such as balance sheet, income statements, and general ledger to determine forms needed to prepare the returns.
Prepare and organize tax workpapers.
Communicate openly with tax director, manager, and supervisors regarding technical questions and project progress.
Analyze and minimize tax liabilities by implementing tax reduction strategies.
Participate in other tax administrative filings such as annual state reports, business renewal, state registrations, property tax, and other administrative filings.
Participate in meetings and conference calls with the team and clients.