● Draft and finish corporate tax returns for business with multi-state income. Prepare, review extensions, quarterly estimates, and tax provisions in accordance with ASC 740.● Work on special tax projects, including multi-state issue analysis, credit computations, other calculations.● Strategic tax planning and research of international, federal and local compliance issues.● Educate clients on tax planning. Conduct regular research, stay abreast of regulations, economic changes.● Complete trust, estate and partnership tax returns, setup withholding plan for foreign partners to comply with IRC Sections 1445, 1446.● Help clients with estate and wealth planning.● Prepare, file individual income tax returns with various schedules and foreign income / asset reporting forms.● Receive routine positive recognition from clients for service, quality of work.

§ Charged with preparing small business tax returns for entities including LLCs, LLPs, and C Corporations; helped 40+ clients prepare/file income tax returns with multi-state income and overseas investments.§ Developed annual financial statements and profitability analyses for business clients; calculated payroll expenses; and set up online payments.§ Filed payroll tax returns and ensured compliance with all local, State, and Federal regulations.Selected Achievement§ Consistently met strict deadlines.

§ Formulated, designed, and instituted campus activities to attract new clients.Selected Achievement§ Increased client base by 34% by targeting students for overseas study; new client opportunities were measured based on the number of new phone calls inquiries, online chat requests, and office visits.

§ Responsible for providing one-on-one coaching for US college applicants. Helped students make decisions regarding school selection, college life readiness, and techniques and for successfully navigating cultural differences.Selected Achievement§ Helped 30+ high school students receive offers from their ideal university.