• Prepare individual tax returns (Form 1040 and supporting schedules)
• Reconcile W-2s, 1099s, K-1s, and investment summaries
• Summarize brokerage and capital gains activity
• Organize digital workpapers with clear references
• Assist with e-filing, extensions, and client documentation
• Prepare partnership and corporate tax returns (Forms 1065, 1120, 1120S)
• Generate and reconcile partner/shareholder K-1s
• Tie out accounting file balances to tax return inputs
• Prepare fixed asset schedules and depreciation entries
• Assemble complete workpaper packages for CPA review

Tax Clerk – Individual or Business Tax

US Tax Associate, 990 Forms

Sales Tax Assistant

Tax Preparer

Tax Specialist

Sales Tax Consultant