Tax Supervisor in the Tax & Business Services Division, supporting the Firm's real estate tax and business enterprise tax specialty groups.Overseeing tax planning, compliance, and advising clients on tax matters specific to their industry. Preparing complex tax returns (both Federal and State) and engaging in tax research. Assisting clients with tax notices when needed.Striving to provide clients with insightful advice to help them navigate complex tax regulations and achieve their financial goals. Delivering a wide range of tax services to companies primarily in the real estate industry, but also serving companies across a wide range of other industries as well. Focusing efforts on making sure excellent client experience is a top priority and that client needs are met in a timely fashion.Overview: CBIZCBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast. For more information, visit www.cbiz.com. CBIZ works closely with CBIZ CPAs, a national, independent CPA firm. CBIZ CPAs specializes in attest services for middle market and growing businesses in a variety of industries, including technology and life sciences, construction, not-for-profit organizations, manufacturing, retail and distribution. For more information, visit www.cbizcpas.com. CBIZ is a consulting, tax and financial services provider that works closely with CBIZ CPAs P.C., an independent CPA firm that provides audit, review and other attest services. In certain jurisdictions, CBIZ CPAs P.C. operates under its previous name, Mayer Hoffman McCann. P.C.

Marcum LLP was acquired by CBIZ in November of 2024.Overseeing tax planning, compliance, and advising clients on tax matters specific to their industry. Preparing complex tax returns (both Federal and State) and engaging in tax research. Assisting clients with tax notices when needed.

Marcum LLP was acquired by CBIZ in November of 2024.About MarcumMarcum LLP is one of the largest independent public accounting and advisory services firms in the nation, with offices in major business markets throughout the U.S., as well as select international locations. Headquartered in New York City, Marcum provides a full spectrum of traditional tax, accounting, and assurance services; advisory, valuation, and litigation support; managed accounting services; and an extensive portfolio of specialty and niche industry practices. The Firm serves both privately held and publicly registered companies, as well as nonprofit and social sector entities, high net worth individuals, private equity funds, and hedge funds, with a focus on middle-market companies and closely held family businesses. Marcum is a member of the Marcum Group, an organization providing a comprehensive array of professional services.For more information, visit www.marcumllp.com

-Enrolled full-time while studying for the CPA exam

-Tax compliance-Prepare Form 5471 (Information Return Of US Persons With Respect To Certain Foreign Corporations) and 8858 (Information Return Of US Persons With Respect To Foreign Disregarded Entities)-Prepare State Returns-Complete State Reconciliation Work papers - Complete Fixed Asset Spreadsheets to calculate AMT, ACE, and Mid quarter convention depreciation.

- Prepared tax returns for C-Corp’s, S-Corp’s, Partnerships, Individuals, Tangible Personal Property, Trusts, and Estates.- Reviewed Financial Records such as income statements, balance sheets, and book tax reconciliations to determine the information needed to prepare the tax return.- Verified data on forms prepared by others for corrections to be made.- Used appropriate adjustments, deductions, and credits to keep the client’s taxes to a minimum.

- Utilized excel to complete Undergraduate Research Initiative forms and document qualifications. - Prepared budgets and documented information for the Senior Design Research Project.- Created requisitions for reimbursements, verified staged reports, and managed the P-card certification process.- Updated the Grant Tracker for bookkeeping (payroll) purposes.

-Prepare tax returns for C-Corp’s, S-Corp’s, Partnerships, Individuals, Tangible Personal Property, Trusts, and Estates.-Review Financial Records such as income statements, balance sheets, and book tax reconciliations to determine the information needed to prepare the tax return.-Check data input or verify totals on forms prepared by others to detect errors in data entry.-Use all appropriate adjustments, deductions, and credits to keep the client’s taxes to a minimum.-Attend weekly meetings to become informed about tax law changes and current events

-Complete Undergraduate Research Initiative (URI) forms and document qualifications through the use of excel spreadsheets.-Assist in budgeting and documenting information for the Senior Design Research Project.-Utilize Oracle program to create requisitions for reimbursements, verify staged reports, and manage the P-card certification process.-Periodically update the Grant Tracker for bookkeeping (payroll) purposes.

Serviced clients with deposits, withdrawals, opened new accounts Offered overdraft protection and new bank products