Tax Associate
Handling corporate and individual taxation for clients (1040, 1065, 1120S):
- 1040: Worked on a good number of tax returns during the tax seasons, including preparation of various work papers for reconciliation purposes.
- 1065 and 1120S: Worked on good number of tax returns during the tax season, including rental real estate returns (8825) and Accrual to cash returns and various workpapers including Accrual to Cash workpapers, and partnership workpapers for internal reconciliation purposes, Basis reconciliation worksheet, M2 to Schedule L reconciliation
Preparation of Standard Operating Procedures (SOPs) regarding certain topics during off season.
Worked on various simulations for Individuals and entities using ultra tax & CCH softwares.