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0-5 years of experience
Effectively consulted corporations on accounting methods and tax credit opportunities, including Research & Development tax credit studies, cost segregation analyses, and income/deduction timing strategies
- Facilitated an international corporation’s $15 million R&D tax credit claim, and assisted in IRS examination of credit claim
- Actively interfaced with current and potential multinational companies
- Led the Accounting Methods and Credits Services weekly status meetings and trainings
- Accurately prepared tax returns and workpapers for corporations, partnerships, and individuals
0-5 years of experience
Reviewed various partnerships and corporate federal, state and local tax returns
- Prepared detailed tax workpapers in coordination with KPMG tax filing standards
- Reviewed and prepared tax provisions under FAS 109
- Prepared memos for work done on client projects, technical memos and memos to be sent to clients
- Helped move the Baltimore office to a paperless environment
- Assisted in moving the Baltimore office to a paperless environment
0-5 years of experience
Tax compliance and consulting for businesses with revenues/assets up to $100 million.
- Prepared tax returns for small to mid-sized multi-state corporations, partnerships and s-corporations
- Consulted small businesses on compliance with state and federal law and choice of entity
- Performed tax accruals and identified book/tax differences between GAAP and federal tax law
- Member of firm focus group engaged in implementation of paperless process improvement
0-5 years of experience
Completed 15 different small to medium volume 1120-C tax returns and over 200 individual 1040 returns
- Performed calculations on foreign tax credits and filed foreign reports such as Form 5471, 5472 and FinCen114
- Led a Tax Depreciation seminar for 20 staff, managers and partners providing a compilation of presentation and a workshop
- Provided on-the-job training to new tax associates and interns
0-5 years of experience
Reconciled cash register transactions at the end of each day to properly track and record sales transactions checks, credit-card receipts, and store credit charges.
- Generated Summary report and counts the amount of cash in register as well as totals
- Interviewed clients to obtain information on income, expenses and allowances
- Reviewed financial records, income statements and expenditures to determine appropriate forms needed to complete tax returns
- Prepared both simple and complex tax returns for individuals or small businesses
- Prepared tax installment payments for our Clients to reduce their tax liability through proactive tax reduction strategies
- Scheduled client appointments and maintained up-to-date confidential client files
0-5 years of experience
Planned and conducted community informational events and activities for the promotion of tax services offered through the company
- Created and designed promotional flyers and printed all necessary materials
- Conducted routine clerical functions such as reception, faxing and answering telephones to respond to customer inquiries, and to screen and determine services needed
- Communicated with private businesses regarding tax services offered and insured proper display of material
- Contacted businesses or private individuals by telephone to solicit sales of tax services and answered questions
- Obtained customer demographic information, and entered data onto computers and accurately analyze data for basic research purposes
- Acquired extra responsibilities such as opening and closing company store, preparing bank deposits, and delivering documents to other locations
- Worked with individuals with physical impairments and offered in home tax services
6-10 years of experience
Worked in all areas of firm’s client tax needs, including: individual, corporate, and partnership matters.
- Prepared federal and state client tax returns, including: 1040, 1120, 1120S, 1065 & 5500.
- Managed disbursements and receipts of large client estates and trusts.
- Performed ongoing financial management and accounting functions, including: compilation, tax research and analysis, client assistance in IRS matters.
- Served the firm as a business technology consultant.
- Served the firm remotely on an as-needed basis, while seeking full-time/seasonal employment with other reputable firms.
0-5 years of experience
Manage, develop, and mentor staff on projects and assess performance through formal periodic reviews and informal feedback.
- Prepared simple and complex tax returns for a variety of clients, including individuals, LLC’s, and LLP’s.
- Assisted Senior Management in dealing with tax compliance issues for companies and individuals, and solve complex business issues for clients in local and national markets.
- Provided and communicated strategies to reach optimal tax minimization for clients.
- Identified, researched, and resolved tax, accounting and business issues.
- Prepared monthly consolidated and individual financial statements for clients to ensure income tax return accuracy.
0-5 years of experience
Organized and coordinated clients’ income tax data for accurate and timely completion.
- Prepared high net worth individual, estate, trust, corporation, partnership, not-for-profit, gift tax and various other returns.
- Assisted with managing client projects including quarterly and year end tax liabilities.
- Assigned work to and provided training to Interns.
- Researched tax laws and corresponded to taxing authorities.
- Interfaced with clients and responded to client’s questions
0-5 years of experience
Conducted business management for high net worth clients in media and entertainment industries in all aspects of their personal finances
- Prepared Federal, State and Local tax returns for individual, partnership, corporate and other types of tax returns
- Performed payroll administration and respond to related employment and payroll tax matters
- Maintained separate finances for estate, tax, security, and confidentiality purposes
- Coordinated the acquisition and/or leasing of real estate, mortgages and other financing needs
- Prepared correspondence in response to various federal and state tax notices and audits
- Researched & assisted in planning on various tax issues, including analysis of new tax laws & proposed legislation
0-5 years of experience
Analyzed client provided work papers to substantiate income, deduction, and tax positions items taken on Federal Form 1120 and accompanying required federal tax forms.
- Prepared federal consolidated and pro-forma 1120 tax returns and state returns in GoSystems under firm deadlines and successfully submitted them to the IRS.
- Researched various tax issues to ensure compliance with federal and state revenue agencies.
- Reviewed quarterly and year-end tax provisions by tying to primary source documentation and evaluated accuracy, completeness, and existence of transactions.
- Interviewed clients to gain insight on current and future business operations to scope provision testing and to understand changes in effective tax rate.
- Documented provision work papers in Aura database.
- Drafted billing invoices, engagement letters, and approval for services sent to clients for engagement work
- Worked on varieties of client such as Discovery, Maximus, USEC, Alarm Dotcom
0-5 years of experience
Worked with clients in a consulting/advising role by evaluating and helping businesses improve their effectiveness and efficiency of operations through assisting clients as they design and operate their business processes, and/or changes in their business activities by utilizing my extensive experience and expertise
- Responsible for the preparation and review of Federal and/or State tax returns for individuals, businesses, and not-for-profit entities and contributing to the profitability of the tax payers by assuring compliance with Federal, State, and Local tax laws
- Conducted strategic tax planning and tax research with clients to assure optimal tax scenarios by following Internal Revenue Service (IRS) rules and regulations
- As tax lead, responsible for the leadership and supervision of subordinates
- Selected as one of the twenty six champion members of a company-wide team formed for the testing, development, and implementation of a new accounting software platform for the firm
0-5 years of experience
Prepare federal and state income tax return and workbook for financial funds and oil and gas companies
- Assist audit teams with income tax issues and documentation, performed federal tax audit from small to multinational oil and gas business
- Draft FIN48 deliverables for two clients, developed federal tax technical expertise for FIN48 Compliance
- Prepared detailed depletion model for an oil and gas client preparing for IPO
0-5 years of experience
- Trained and managed a team of six interns in completing tax write ups and filing individual tax returns
- Completed tax returns for individuals, partnerships, C+S Corporations using ATX software
- Performed timely and accurate tax write ups with pivot tables
- Formed and registered business entities for tax purposes on both state and federal levels
- Drafted dispute resolution letters to the IRS on behalf of clients
- Wrote articles on LLC’s, C+S Corporations, foreign taxation, and real estate investing for company website
0-5 years of experience
Prepared Federal & State tax returns including 1120, 1120S, 1065, 1041, 1040 & other various returns
- Gained experience with basic book keeping skills such as journal entries, adjusting journal entries, and tax journal entries needed for corporate tax preparation.
- Assisted in preparation of yearly and quarterly projections for high net worth clients
- Oversaw and helped to manage all aspects of the 1040 tax practice including organization, scanning, preparation and review
- Software used included Prosystems Tax, Engagement, CS Fixed Assets along with others
0-5 years of experience
Completed and self-reviewed federal and state tax returns, withholding forms, and extensions using GoSystems
- Conducted state tax law/provision research for client consulting deals
- Examined clients’ yearly and quarterly financial statements, payrolls, and other records
- Produced templates and work papers to be used for tax return production for April 15 and September 15 deadlines
- Created state partnership K-1 packages using RPM
- Coached new hires on using accounting technology and creating tax returns
0-5 years of experience
Developed financial models for amended corporate and partnership tax forms and returns
- Advised clients on business strategies to minimize tax liability
- Analyzed clients’ business contracts for engagement projects and independent contractors
- Prepared technical reports and supporting documentation for final project study presentations
- Conducted interviews and handled communication with clients’ project managers and executive officers
0-5 years of experience
Prepared Corporate, Partnership, Individual, and Not For Profit Tax Returns.
- Prepared and submitted Texas Franchise Tax Returns.
- Completed and Analyzed Tax Capital Walks.
- Prepared applications for 501(3)(c) status.
- Researched various tax issues including Health Savings Account, Foreign Tax Credit, and Alternative Minimum Tax.
0-5 years of experience
Preparing and filing Tax returns for clients that involved retirement funds, rental incomes and other small business tax returns.
- Sales & Marketing of H & R Block financial products/services such as Credit cards, Peace of Mind, Refund Anticipation Cheques for requesting individuals. Knowledgeable about bank agency processes and regulations
- Educated clients (in person/on phone) about IRS rules, delivery of requested loan funds and options in cases of rejection.
- Worked closely with peers, financial planners, experienced tax preparers and provided guidance to incoming clients
- Maintained accounting ledgers and performing journal entries for accounts receivables and payables
10+ years of experience
Calculated form preparation fee according to complexity of return and amount of time required to prepare forms.
- Computed taxes owed, using adding machine and personal computer, and completed entries on forms, following tax form instructions and tax tables.
- Interviewed client to obtain additional information on taxable income and deductible expenses and allowances.
- Verified totals on forms prepared by others to detect errors in arithmetic and procedure, as needed.
0-5 years of experience
- Wrote expert evaluation for multinational company with sales topping 1 billion € concerning Value Added Tax implication of branching out construction and warehousing in different countries Eastern Europe and Germany
- Compiled and prepared detailed financial statements, management reports and journal entries according to German GAAP and IFRS for companies in several industries including multinational Real Estate Investment Group with Assets topping 1 billion Euro
- Prepared tax returns including suggestions for optimization ranging from individuals to mid-sized companies
- Audited financial statements according to German GAAP and IFRS of small to midsized companies in different industries
- Conducted research and translations within the scope of consulting projects
0-5 years of experience
Prepared fiscal and excise tax provisions for regulated investment companies with all supporting work papers and documents.
- Prepared Federal, NY state, city, and franchise including other states income tax returns for mutual funds.
- Prepared REIT, Swap, PFIC, 988, 1256 analysis, and ROCSOPs.
- Resolved audit points sent by the audit firms; built long standing client relationships.
- Prepared and analyzed FTC, QDI, and DRD.
- Prepared wash sale and manual wash sale.
- Performed IRS regulatory compliance reporting for regulated investment companies.
0-5 years of experience
Analyzed intake forms, W-2’s, and other forms of income and expenses
- Prepared tax returns using TaxWise software for over 40 clients per week
- Assisted the tax team with client returns using TaxWise software
- Quality reviewed tax team’s returns to ensure accuracy
0-5 years of experience
Prepared multi-million tax returns for French corporations that involve M-3 adjustments.
- Generated corporate and individual quarterly estimates to prevent immense tax liabilities.
- Conducted intensive research relating to international tax issues such corporate acquisitions, master and feeder funds, and dual-status aliens.
- Provided assistance to accounting department in formulating due diligence reports in certain local acquisition by foreign entity.
- Conducted monthly departmental training to update and inform staff on current tax issues.
0-5 years of experience
- Prepared individual, partnership and corporate tax returns, both federal and state
- Prepared year-end closings and entered information into the tax software
- Tracked fixed assets and recorded depreciation
- Converted between accrual and cash basis accounting and prepared various book/ tax reconciliations
- Managed assigned tax preparation tasks and completed them in a timely manner
0-5 years of experience
- Prepared individual, partnership, corporate, estate, gift and trust income tax returns.
- Reported trading position and profit & loss for the use of management and trading teams
- Handled the tasks of responding to clients and government inquiries regarding tax related issues.
- Calculated and compiled amended tax returns for individuals, corporations, and partnerships.
- Involved in strategic planning and tax decisions.
0-5 years of experience
- Applied for and maintained state and local business licenses for multiple store locations
- Contacted municipalities requesting specific license requirements and any other pertinent information required
- Performed W-9 verifications for Accounts Payable
- Assisted management with any additional projects and tasks
- Prepared Personal Property Tax returns as well as paid the Personal Property Tax bills
0-5 years of experience
Reviewed year end and quarterly tax provisions (ASC 740) and FIN 48 for clients
- Reviewed U.S. federal and state tax returns prepared by staffs
- Calculated quarterly estimates and extensions
- Assisted clients with federal and state tax notices
- Contacted federal and state authorities to resolve clients’ issues and notices
- Gathered tax information from clients
- Worked with associates and reviewed associates’ work
0-5 years of experience
Perform tax research on California Enterprise Zone credit and applied to qualified clients, providing tax savings for over $500K
- Prepare multi-state tax returns for a mortgage services corporation in 28 states
- Prepare foreign partner tax withholding for several domestic partnerships
- Prepare Sec. 743(b) adjustment resulting from the Sec. 754 election for a domestic partnership
- Prepare Form 990 and 990-T for over 50 credit unions and other tax-exempt entities
- Participate in IRS Audit of several individuals and prepared worksheet to facilitate the IRS agent’s reconciliation between client’s book and tax return reported balances
0-5 years of experience
Reviewed client information in QuickBooks
- Trained on tax return preparation
- Reconciled client accounts
- Managed Share File portal system
- Organized information for 100+ clients
- Prepared 1096 & 1099’s
0-5 years of experience
Responsible for providing tax research planning and compliance service to a diverse group of corporate, partnership and high net worth individuals clients within the financial services industry: investment partnerships, hedge funds, securities broker/-dealers, investment management companies, venture capital funds, private equity funds, passive foreign investment companies, and investment bankers.
- Tax Compliance including the preparation of Individual, Partnership, Corporation & Estates filings
- Review partnership tax allocations for K-1’s based on the aggregate method of accounting to distribute income
- Analyze partnership agreements and audited financial statements prior to tax return preparation for any new tax considerations
- Analyze books and records to identify potential wash sales, constructive sales, straddles, short side adjustment and short sale holding period. Advised clients at year-end to adopt tax strategies, which would result in tax favorable results.
- Experience in preparing General Partner entity returns and allocation of income earned on capital contribution and via incentive.
0-5 years of experience
Reviewed financial statements for Financial Services Clients in the Real Estate Group to identify and record book-to-tax adjustments.
- Calculated taxable income and prepared partnership allocations for clients.
- Prepared federal and state tax returns and extensions using GoSystems and Superforms tax software.
- Prepared Schedule K-1’s, tax estimates, and tax reporting for client’s investors.
- Reviewed and reconciled clients’ previous tax returns that were completed by other Public Accounting
- Prepared documents for beginning process of tax compliance.
- Prepared monthly billing analysis and invoices for clients to ensure billing goals were achieved.
- Corresponded with the IRS for clients that were missing important information.
0-5 years of experience
- Managed and trained a team in understanding the basic concepts of corporate income and non-income tax
- Supported the general function of tax audit by compiling research and supporting data as per auditors’ request
- Fulfilled ad hoc request such as: Post-Bankruptcy Worthless Stock deduction analysis, Formulary state apportionment research, Business Restructuring
- Prepared and calculated Income Tax returns for States with a Unitary Compliance method
0-5 years of experience
- Analyzed financial statements to prepare tax documents for financial service clients in industries such as private equity, hedge fund, real estate, and derivatives trading
- Research and consulted on state and local tax issues surrounding banking and capital markets
- Applied knowledge of state and local tax code to compute taxable income, deductions, and credits
- Created workbooks to calculate tax allocations and withholding tax
0-5 years of experience
Preparation of large corporate and partnership tax returns, including 1120-C, 1120-S, 1120-F, and 1065
- Compilation of state and local tax returns, including complex unitary groups
- Review of quarterly and annual tax provisions for clients financial reporting requirements
- Experience with GAAP, Fin48, UNICAP, repair regulations, basis tracking, branch profits tax, and TCA
- Perform a variety of consulting engagements requiring thorough research, and demonstrated ability to find solutions to meet client needs
- Utilization of GoSystem, OneSource, FAS, and Excel
- Demonstrate leadership by taking on champion roles, teaching others, and seeking opportunities
0-5 years of experience
Prepared federal and state tax returns for individuals and small businesses.
- Prepared federal and state quarterly projections and estimates.
- Identify problems and bring them up to the attention of manager
- Research tax issues and filing requirements that affect tax compliance.
- Managed the month-to-month bookkeeping operations for eighteen corporations, including restaurants, not-for profits, real estate, and home improvement companies
- Prepared weekly and biweekly payroll for fifteen companies
- Calculated and filed quarterly sales tax and payroll tax for all bookkeeping clients
0-5 years of experience
Prepared and roll forwarded work papers and completed tax returns for partnerships, hedge funds, individuals, and corporations
- Prepared ASC 740 tax provisions for various clients
- Effectively used research skills to research tax topics when appropriate
- Demonstrated leadership skills by being a mentor to an intern, taught training sessions, and attended networking events on behalf of the firm
- Experienced with ProSystem fx Tax, ProSystem fx Engagement, Fixed Assets CS, Elite, XCM Solutions, and Microsoft Office
10+ years of experience
Responsible for monthly and quarterly fuel tax reporting on behalf of the contractors to ensure compliance is met for state and federal regulations
- Designed and maintain the Tax Department Intranet Site
- Restructured and implemented the Straight Truck Registration process
- Actively participated in the design and redesign of the programming system specific to fuel tax reporting
- Possess very strong verbal and written communication skills
- Developed procedures specific to job duties
- Worked in various other departments within the company: Human Resources and Invoicing
0-5 years of experience
- Calculated R&D credit for large corporations by conducting interviews and preparing technical memoranda
- Produced workable information for special projects by analyzing large quantities of client-provided data
- Reviewed financial statements to prepare Federal and state partnership tax returns in GoSystem for venture capital clients
- Performed fixed asset studies, cost segregation projects, and repair & maintenance analyses on new and remodel projects to reclassify assets for the purpose of accelerating depreciation deductions
- Researched tax laws, rules and regulations, and analyzed their applicability to client-specific situations
- Compiled year-end results to create a revenue-planning presentation for a directors status-progress meeting
0-5 years of experience
Prepared federal and state tax returns for individuals, partnerships, S-corporations, C-corporations, estates, pension plans, and not-for-profits using CCH Prosystems tax software
- Prepared tax depreciation schedules
- Prepare tax trial balance with book to tax adjustments
- Conducted independent audits of ‘financial statements for clients in industries such as governmental, not-for-profit and credit unions.
- Designed and performed appropriate detailed and analytical procedures
- Resolved accounting research issues
- Perform accounting of complex areas of clients’ balance sheets and income statements
- Interacted with clients on regular basis discussing field audit issues
0-5 years of experience
Prepared Puerto Rico, US Federal, and State Tax Returns for high profile Individuals, Corporations, Partnerships, and Special Partnerships
- Prepared Puerto Rico, US Federal, and State Tax Extensions for high profile Individuals, Corporations, Partnerships, and Special Partnerships
- Prepared Volume of Business Tax Returns and Extensions
- Prepared Property Tax Returns and Extensions
- Researched legislation and tax codes on various specific individual tax issues and drafted memoranda summarizing research findings
- Visited and worked with different local and federal government offices in reviewing client cases.
- Tax evaluations for future clients
0-5 years of experience
Reputed for treating clients with the up-most respect and explaining the regulations of the tax laws.
- Assisting clients over the telephone pertaining to questions regarding taxes.
- Informing clients about products and services provided by the company
- Accessing the transactions of clients’ billing information and ensuring the process have been completed projects
- Aided the company in reaching the goals set for the season.
- Taking courses from the company to help improve my tax knowledge to become a more accredited Tax Preparer
0-5 years of experience
Filed tax returns and prepared additional tax reports in compliance with strict federal taxation standards.
- Answered and managed incoming and outgoing calls while recording accurate
- Processed cash and credit payments rapidly and accurately.
- Greeted customers in a timely fashion, while quickly determining their needs.
- Answered and quickly redirected up to 20 calls per hour.
- Managed wide variety of customer service and administrative tasks to resolve
- Served as the main liaison between customers, management and sales team.
0-5 years of experience
- Prepared Federal and State tax returns for Corporations and Flow Through entities.
- Compiled client financial data into usable tax information.
- Prepared and analyzed quarterly and multi-year projections of book/tax adjustments.
- Developed knowledge of ASC 740, formerly FAS 109, to properly account for Income Taxes during the preparation and analysis of tax provisions.
- Researched various tax issues utilizing hard copy and on-line research materials.
- Ability to communicate requirements and build positive relationships with team members.
- Understand the financial implications, scope of tax projects and the ability to apply this knowledge in order to provide quality client service.
0-5 years of experience
Assist in provision work by referencing amounts used in a consolidated full year and YTD rate reconciliations for tax packages relating to the client
- Investigate tax packages for any material discrepancies in relation to source documents
- Prepare federal and state income tax returns for a Fortune 500 client and its various divisions
- Generate Schedule M-3s for corporate tax returns for various clients
- Spearheaded the effort for the creation of a Combined filing state workpaper in preparation for the return
- Organize and create new client profiles for several projects on a firm specific database
- Interned during the summer of 2011. Accepted full time employment offer upon completion
0-5 years of experience
Responsible for preparing timely corporate and partnership tax returns in a fast-paced environment
- Prepare 1065, 1120 and other financial statements for clients
- Coordinate and communicate requirements between seniors, managers and partners
- Enforce and comply with current accounting procedures, standards and tax regulations
- Complete tax provision year end audits and quarterly reviews
- Working knowledge of accounting information systems such as GoSystems, Aura and MS Office Suite as well as enterprise collaboration tools such as IBM Sametime and DMS
0-5 years of experience
Preparation, review, & analysis of Sales & Use Tax filings for all states for 5 high visibility clients (approx. 700 returns/mo)
- Client relationship management with clear and consistent communication
- Verbal & written communication with States & jurisdictions to diagnose, negotiate, and resolve arising tax matters
- Review of other team members’ work including approvals of compliance work, reconciliations, and monthly closes
- Collaboration with other teams and clients to aide in special projects, timing constraints, and notice resolution
- Participation in interview processes of new hires
- Participation in center wide process improvement and documentation initiatives.
0-5 years of experience
- Prepared monthly tax statements for Federal, State, and Local gas taxes
- Reviewed property taxes and allocated funds accordingly
- Filed various forms to obtain multiple business licenses for the organization
- Performed detail reviews of monthly tax filings for multiple states
- Paid annual property fees and assessments after tax review
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[Tax Associate]
Last edited by: Gabriela Barcenas, CPRW, Content Writer II -
Gabriela Barcenas
CPRW, Content Writer IIGabriela is a Certified Professional Resume Writer (CPRW) and career adviser. With 10 years of digital media experience and five years of resume writing expertise, her publication history includes fashion, education, travel, social justice, equitable design and career advice.
