• 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

Tax Consultant