New York, New York, United States
● Prepared and reviewed Federal and State individual, trust, partnership, and gift tax returns for high net worth and international clients ● Experience preparing Forms 2555, 1116, 8938, 5471, 8621, and 3520 ● Mentored junior associates in tax preparation and concepts
● Prepared and reviewed (approximately 65% preparation and 35% review) Federal and State individual, partnership, S corp, C corp, fiduciary, private foundation, and gift tax returns for high net worth clients and their businesses ● Acted as primary point of contact for numerous individual and business clients ● Performed quarterly and year-end tax planning and advisory for clients as well as conducted research of related tax issues ● Advised partners/management on proper budget and billing and communicated with clients to ensure payment of invoices ● Trained and mentored junior associates in performing their role and expanding their understanding of tax concepts
● Conducting independent TPT/Use Tax field audits and desk reviews of businesses throughout Arizona ● Building rapport with Chandler taxpayers by educating them in ARS § 42, the Model City Tax Code, and the Administrative Regulations related to state and local TPT/Use Tax, as well as the procedures required to file returns and pay tax liabilities
● Completed 216 audit units comprised of 130 unique assessments during FY 2018