Jambrina CPA, Accounting and Tax Advisors

Administrative Assistant

• Review and respond to emails daily, prioritizing VIP clients.
• Schedule meetings with reminders sent 2 days in advance.
• Share meeting summaries and request pending documents from clients.
• Support the onboarding process: coordinate with department heads and introduce clients to teams via email.
• Assist with forms (POA 2848, W9/W8-BEN, EIN SS-4, Elections 8832/2553).

Project Manager

• Collect, clean, and validate large datasets from multiple sources to ensure accuracy and consistency.
• Develop dashboards, reports, and KPIs to support business performance monitoring.
• Identify trends, anomalies, and patterns to provide data-driven recommendations.
• Support financial reporting and budgeting processes through advanced data analysis.
• Build and maintain automated reports to reduce manual work and increase reliability.
• Collaborate with different teams to identify opportunities for process improvement and automation.
• Present insights and visualizations to stakeholders in a clear and concise manner.
• Assist in forecasting, variance analysis, and other forward-looking activities.
• Maintain data integrity and contribute to data governance best practices.

Junior Project Manager

• Analyze and interpret tax laws, regulations, and policies
• Prepare and perform due diligence on federal and state income and franchise tax returns for corporations, partnerships, and limited liability companies.
• Prepare individual tax returns, 1040 and 1040NR, mainly
• Calculate tax basis depreciation and amortization for tax returns, tax reporting, and tax projections.
• Prepare foreign tax returns including 5471, 5472, 8804 and 8805.
• Prepare W-7 to apply for ITIN.
• Prepare 1099’s, FBAR, Franchise Tax and Sales Tax reports.
• Prepare miscellaneous federal tax forms and applications such as EFTPS, EIN/SS-4, POA/2848, Election/8832&2553, installment agreement requests, Form 843, change of address/8822 & any others as needed.
• Prepare miscellaneous state tax forms and applications such as Franchise Tax questionnaires, nexus, reinstatements, terminations, TX formation & expansion, & any others as needed.
• Calculate quarterly estimate tax.
• Assist with making estimated/balance due payments via available payment methods.
• Liaison with clients to resolve IRS inquiries adequately.
• Preparation and review of responses to various tax audits and notices.
• Coordinate with the Accounting department and other business lines as necessary.
• Develop proper tax support documentation.
• Collaborate with all tax department staff.
• Comply with tax professional standards and ethics.
• Perform clerical duties, such as typing letters and memos, to comply with agencies’ information requirements.
• Special projects and process improvement initiatives.
• Adhere to Jambrina’s quality policy and abide by established standards and guidelines aimed at maintaining or improving the quality of products, services, or processes within the organization.
• Perform any other requested task as needed, according to the role performed.
• Keep the focus on clients to build strong relationships, foster loyalty, and ultimately achieve long-term success.

Tax Associate

• Prepare individual and business (1120, 1120s, 1065) federal tax returns in a wide variety of industries
• Prepare the necessary adjusting journal entries and book-to-tax differences for business returns
• Prepare and reconcile tax depreciation calculations, gain & loss calculations with asset roll forwards
• Prepare and assist with US international tax calculations and workpapers including 5471s, 5472, 8858s, 8804, 1042s etc
• Prepare Texas Franchise Tax reports and state income tax returns
• Prepare and assist with extensions and quarterly estimated federal and state tax payments
• Participate in tax research projects by utilizing available tools and software
• Develop and sustain strong relationships with clients through a commitment to outstanding customer service
• Respond to notices from tax authorities and tax audits
• Assist with various special projects or tasks as assigned

Administrative Assistant

Junior Project Manager

Tax Associate

Senior Tax Associate