Milwaukee, Wisconsin, United States
Evaluated partnership tax returns for compliance with federal and state regulations. Formulated and communicated customized recommendations to clients and management. Collaborated with specialty tax teams to resolve complex tax matters. Collaborated with leadership on managing project timelines and deliverables to align with compliance objectives.
Prepared partnership and S-corporation tax returns with an emphasis on accuracy and regulatory compliance. Constructed and maintained depreciation databases, ensuring asset record integrity. Analyzed projected financial statements to generate quarterly tax estimates for clients. Conducted research on legislative changes and assessed their impact on clients.
Prepares tax returns for partnerships and S-corporations Creates depreciation reports and ensured consistency to relevant financial statements Reconciles book-to-capital amounts to compute taxable income Communicates tax code implications on various parts of the business to management
Processed vendor invoices, ensuring timely and accurate entry into accounts payable systems. Verified invoice entries and managed debit memos for returned goods. Reviewed accounts payable aging schedules and efficiently resolved discrepancies.
Ensured accuracy and quality of customer orders Maintained efficient and professional communication with customers Remained flexible to changes in restaurant operations due to COVID-19
Prepared Tax Returns for high net worth individuals Performed reconciliations for private foundation brokerage accounts Resolved complex transactions and understood their impacts on tax returns Gained exposure to the effects of real estate transactions, bonds, and trusts on tax positions