Review tax returns, including 1040s, 1065s, 1120s, 1041s; Trust and Estate advisor and preparer; Estate Planninh; Preparation of complex returns

Prepare and review complex tax returns, including 706, 709, 1040, 1041, 1065, 1120S

Tax Manager: Was told this was a permanent position, but obviously, they snowed me and only needed me for tax season

- In charge of all Tax within the firm, including review of complex returns, tax opinions- Estate planning, pre and post-mortem, Estate tax preparation and Trustee duties - Represent clients with regards to Internal Revenue Service notices, state notices, Massachusetts Appellate Tax Board appeals, and federal and Massachusetts Offers In Compromise

- Accounting duties including Quickbooks entries, IRS representation, detailed royalty calculations, financial reporting, filing of all tax returns, processing payroll

- Self-employed, specializing in small business bookkeeping, accounting and taxes, including payroll processing as well as tax planning; Extensive Quickbooks experience;- Business Manager duties including emails, invoices, website maintenance.

- Assist in managing workflow of over 700 tax returns- Preparation and review of complex individual, fiduciary, estate, partnership, S-Corporation and C-Corporation returns.- Research multiple tax issues- Supervise several staff in the preparation of various tax returns- Manage workflow for several large family groups- Represent clients with regards to Internal Revenue Service notices, state notices, Massachusetts Appellate Tax Board appeals, and federal and Massachusetts Offers In Compromise

- Review complex individual, partnership, S-Corporation, fiduciary and estate returns.- Represent clients with regards to Internal Revenue Service notices, state notices,Massachusetts Appellate Tax Board appeals, and federal and Massachusetts Offers In Compromise

- Tax resource for 14 offices based in Florida, Ohio, Pennsylvania and Virginia.- In house educator for tax research tools for all offices, including CCH resource tools, internet tools, and RIA Checkpoint.

- Manage a large client-base consisting of high net worth individuals and closely-held business owners.- Supervise the preparation of complex individual, gift, partnership, s-corporation, estate, trust and exempt organization returns for high net worth individuals (50% partnerships, 50% all others, including multi-state entities).- Supervise the preparation of complex estate and wealth transfer plans, for above referenced individuals.- Assist other managers in review of partnership and gift tax returns for their clients- Firm-designated GSTT (Generation Skipping Transfer Tax) Specialist- Registered Investment Advisor in the State of North Carolina- Member of firm’s Quality Performance Review team for interoffice reviews- Tax Compliance Coordinator for the Charlotte office.

- Prepared individual, partnership, s-corporation and large consolidated corporate returns, including extensive depreciation calculations.- Prepared income tax projections for individual clients.