Job Posting
Responsibilities:
Review and disseminate tax updates and literature to staff as needed as regarding tax updates, etc.
Speak to clients regarding tax questions as they arise, their tax matters, questions on tax returns, etc.
Review correspondence to IRS & States in response to notices received.
As needed, assist with Tax Examinations on clients.
Some preparation, only as needed, for certain tax returns.
Requirements:
Knowledge of CCH Pro Systems and BNA Income Tax Planner for projections a must
Knowledge of tax current law and tax regulations is a must
Strongly preferred- 8+ years' experience reviewing income tax returns for a firm – prepared for clients such as:
- High net worth individuals.
- Trusts (including CRAT's & CRUT's)
- Gift Tax returns
- Corporations – C-Corporations & S-Corporations
- PartnershipsLLC'sExempt organizations
- Knowledge of foreign filings – Forms 5471, 5472, 8938, FinCEN 114, etc.
