Tax Review
Job Description
Job Description
Responsibilities:
- Review and disseminate tax updates and literature to staff as needed as regarding tax updates, etc.
- Speak to clients regarding tax questions as they arise, their tax matters, questions on tax returns, etc.
- Review correspondence to IRS & States in response to notices received.
- As needed, assist with Tax Examinations on clients.
- Some preparation, only as needed, for certain tax returns.
Requirements:
- Knowledge of CCH Pro Systems and BNA Income Tax Planner for projections a must
- Knowledge of tax current law and tax regulations is a must
- Strongly preferred- 8+ years' experience reviewing income tax returns for a firm - prepared for clients such as:
- High net worth individuals.
- Trusts (including CRAT’s & CRUT’s)
- Gift Tax returns
- Corporations – C-Corporations & S-Corporations
- Partnerships
- LLC’s
- Exempt organizations
- Knowledge of foreign filings – Forms 5471, 5472, 8938, FinCEN 114, etc
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