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Identified potential areas of risk associated with client’s taxation activities.
Analyzed financial data such as income statements and balance sheets to determine how it affects a client’s taxes.
Evaluated existing procedures for accuracy and identified opportunities for improvement
Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
Researched federal, state, and local laws to ensure compliance with regulations.
Compiled data from clients to accurately complete tax forms. And Assisted customers with any questions they had about
their taxes or filing status
teams on ad-hoc basis.
Conducted Quick book and ledger entries and assisted in administrative jobs and other clerical duties.
Prepared spreadsheets for review by management personnel using MS Excel software