Prepare U.S. federal and state tax returns for individuals, corporations, trusts, and estates, including returns of moderate complexity.
Prepare and maintain supporting workpapers in accordance with firm methodology and professional standards.
Assist with U.S. tax compliance filings, including Forms 1040, 1040-NR, 1120, 1120-F, 5471, 5472, 8621, FinCEN 114, 3520, and 3520-A.
Support the preparation of U.S. estate and gift tax filings (Forms 706-NA and 709), where applicable.
Conduct tax research related to U.S. federal and international tax matters, including PFICs, Subpart F, and GILTI, and summarize findings for senior team members.
Communicate with clients to request information, clarify tax matters, and follow up on outstanding documentation.
Assist in responding to IRS and state tax authority notices and correspondence.