Tax Associate
Current• Prepared and submitted work documents, multi-state tax returns for numerous businesses (including international entities), partnerships, trusts, and individuals in a timely manner using CCH Tax.• Prepared W2 and 1099s using Track 1099 for different clients for 300+ recipients.• Planned, organized, and reviewed tax projections for estimated tax payments using Bloomberg Tax Planner.• Created straightforward and intricate workpapers to verify book to tax adjustments shown on the tax forms. • Worked on several engagements in various corporate sectors to ensure efficiency, transparency, and tax compliance with IRS and SEC standards.• Analyzed financial documents, revenue figures, and outlays to identify potential tax savings opportunities. • Sorted current and accurate customer records on a yearly basis.• Established and maintained relationships with clients via email, teams & in-person meetings.