02Key Responsibilities
Prepare and/or review U.S. tax returns (1040, 1065, 1120, 1120S, 1041, etc.)
Analyze financial data and supporting documents (W-2s, 1099s, K-1s, etc.)
Perform basic tax computations including depreciation, estimates, and adjustments
Ensure accuracy, completeness, and adherence to firm standards
Identify discrepancies and escalate for review
Assist with extensions, amendments, and compliance tasks
Maintain organized workpapers and documentation
Tools & Software: UltraTax, ProConnect, Lacerte, Drake (preferred)