• Conduct detailed analyses to ensure accurate tax data calculations and provide tailored assistance in preparing quarterly and annual tax reports for assigned clients.• Maintain positive relationships with clients in the financial services industry, including private equity, hedge funds, and venture capital.• Collaborate with experienced tax professionals to prepare federal and state income tax returns and extensions for corporate and business clients.• Prepare and review tax waterfall, federal and state tax allocations, book to tax adjustments, and calculate tax basis for private equity clients.• Work directly with a director on a large private equity fund with various tax compliance assignments such as composite return filings, state filings, and tax withholding forms. On the project, also communicate directly with state and local specialists on state compliance issues and tax notices.• Responsible for leading a project to complete blocker corporations, on which prepare and review Sec. 163J adjustments, tracking underlying investment tax basis, and filing NOL (net operating loss) carryback forms (form 1120 and 1139).

• Maintained strong relationships with professionals in the financial services industry.• Collaborated with seasoned tax professionals in the preparation of client workpapers.

• Reclassified assets on the balance sheet and expenses on the income statement in accordance with GAAP and internal accounting policies.• Reviewed invoices for taxability, made capitalization decisions, and recorded and calculated tax accruals for individual items.• Prepared fixed asset roll-forward and deviation reports for month-end, quarterly, and annual closings.

• Recorded company payables and receivables, and created invoices.• Prepared tax engagement letters and questionnaires, and managed client correspondence.• Produced periodic reports for collections and budget tracking.

• Completed 12 core module learning sessions (30 hours of readings and assignments) led by company leaders, covering topics such as research, client service, finance, operations, and financial wellness.

• Shadowed Accounts Payable and Accounts Receivable specialists.• Identified data anomalies.• Presented a hotel project to the company.