Core Responsibilities and Duties
- Prepare complex individual, corporate, partnership, fiduciary, and non-profit tax returns, ensuring accuracy and compliance with all tax authorities.
- Conduct thorough tax research using professional tools to address client questions and resolve technical issues.
- Interact directly with clients to gather necessary financial information, answer tax-related inquiries, and provide outstanding customer service.
- Assist in responding to tax notices and inquiries from the IRS and state taxing authorities.
- Maintain client files and documentation in an organized and confidential manner, adhering to firm and regulatory standards.
- Assist with client financials and reconciling statements
