Experienced with working with employee benefit plans, employee associations, labor organizations and charitable organizations Specialized expertise with the regulations of the Internal Revenue Service, the Franchise Tax Board, and the Department of Labor Primarily responsible for overseeing quality control for preparation of employee benefit plan and exempt organization returns, including Forms 5500, 990, 199 and LM-2 Provides QuickBooks training and support for the Firm's clients Presents educational courses, internally as well as for clients and other professionals, related to labor organizations, tax compliance and employee benefit plans