Collaborate with the tax team to provide support in developing strategies for minimizing state and local tax liabilities while staying within legal boundaries.• Create apportionment templates and generate automations used for mass comparisons by international PwC teams• Update compliance trackers based on state and local tax regulations and assist with filing procedures, such as e-filing and mailing• Conduct necessary research outlining crucial tax changes, such as laws and guidelines, from both internal and external perspectives• Compile data to reflect sales tax, property tax, income tax, etc. to ensure proper documentation in case of audits or inquiries

Assist and communicate with multiple teams regarding IRS audits, tax notice responses, and trust and estate returns• Fully understand and implement quality control standards relative to individual clients across various industries• Identify and resolve issues that arise throughout the audit process, such that internal goals are always prioritized• Produce tax returns for S-corps accompanied by accurately developed balance sheets, P&L’s, and income statements

Collaborate with international EY teams to fully serve, advise, and closely monitor the status of various engagements• Compose Stakeholder Reporting Packages and Prime-Sub Memos to present during monthly client meetings• Construct Statement of Works and other proposal material for pursuits with prospective entities• Develop and convert standardized forms to share with global EY teams speaking various languages • Consistently modify and review EY online database to reflect the current economic state

Partake in auditing and consulting services targeted towards broad range of industries, such as healthcare and not-for-profit• Analyze bank statement reconciliations, formulate bank confirmations, and organize in respective client files• Record and post journal entries into QuickBooks for accounts payable/ receivable and payroll• Proofread financial statements to subsequently offer forecasting and projection• Assist with the merging of Wagner & Zwerman LLP through integration of systems and onboarding process

Contribute to advertising company practices based on consumer demographics and market analysis• Assist in generating leads through a combination of grassroots marketing, and social media platforms• Dispatch mass marketing emails to prospective clients and review funding advice and loan closing statements• Respond to client inquiries, specializing in real estate lending products and services offered by company• Serve as a liaison for collaborative projects assigned to Investment, Development, and Maintenance Departments

Engage in top-tier lending services, focusing on real estate practices that cover various commercial mortgage lending needs• Advanced demonstration in delivering transactions for potential investors through the screening and underwriting process• Proficient in creating financial models, screening memos, term sheets, and other loan application documents• Migrate between Accounting and Finance team and Legal and Asset Management teams to support closing process and maintain long-term, robust network of relationships• Prepare and analyze financial statements, various wealth management reports, and financial records for assigned books of business and entities• Pursue financing opportunities for commercial real estate assets including multifamily, industrial, and retail spaces• Collaborate with co-workers to provide maximum solutions during all phases of asset’s life cycle, ranging from predevelopment and construction, to renovation and adaptive reuse, to lease-up and stabilization loans

Participate in full-service tax and accounting practices that cover investment management and wealth planning• Migrate between different teams to service high-net wealth individuals and families• Prepare individual and fiduciary tax returns, including gift tax returns• Compile various workpapers for organizational purposes and upload to database accessible to colleagues across multiple office locations• Collaborate with co-workers in brainstorming innovative strategies for clearly presenting vital information to prospective and current clients• Vast experience using various tax industry software, such as CCH Prosystem PDFlyer, Cash Management Systems, etc.• Research any necessary outside information applicable to taxation, including individual state filing requirements and filing instructions for dependents/independents or married/single• Advanced demonstration of proficiency in Microsoft Excel, Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, and Adobe Acrobat through daily work-related tasks