RMW ACCOUNTING

• Prepare U.S. and multi-state income tax returns for business entities, including C‐corporations, S-Corporations, partnerships, and fiduciary returns
• Prepare U.S. and state individual income and gift tax returns
• Prepare tax projections for individual and corporate clients
• Conduct tax research as needed
• Communicate with existing clients and colleagues regarding various tax matters
• Engage in consulting and special projects as requested by clients

Tax Associate

• Review U.S. and multi-state income tax returns for business entities, including C‐corporations, S-Corporations, partnerships, and fiduciary returns
• Review U.S. and state individual income and gift tax returns
• Prepare tax projections for individual and corporate clients
• Conduct tax research as needed
• Communicate with existing clients and colleagues regarding various tax matters
• Engage in consulting and special projects as requested by clients

Senior Tax Associate

Bookkeeper

• Answer phones and handle all basic inquiries (refunds, location/directions, updating clients’ contact info, documents still needed, etc)
• Set up conference calls and/or appointments for tax accountants.
• Provide clients with tax results (processed and rejections)
• Take and process all types of payments over the phone from clients.
• Transmit returns to IRS and pull E-File acceptances.
• Send vouchers to clients.
• Contact client for any missing information to complete tax returns
• Initial point of all drop box tax returns (Open/Organize/Create folder/Scan /Create Control Sheet and ensure all documents are received for processing/Contact client for any missing documents/upload to client database software once completed
• Updating client database with incoming completed tax returns and notices
• Assemble completed tax documents for clients.
• Update and maintain Excel lists.
• Assist in outgoing mail- assemble, stamp etc.
• Prepare communications, such as memos, emails, invoices, reports and other correspondence.
• Create and maintain filing systems, both electronic and physical
• Assist with making copies, organizing documents/folders, creating packages/mailings, faxes.

• Review U.S. and multi-state income tax returns for business entities, including C‐corporations, S-Corporations, partnerships, and fiduciary returns
• Review U.S. and state individual income and gift tax returns
• Prepare tax projections for individual and corporate clients
• Conduct tax research and reviews as needed
• Communicate with existing clients and colleagues regarding various tax matters
• Engage in consulting and special projects as requested by clients
• Demonstrated ability to adapt and apply new technologies in the workplace
• Proven ability to lead, mentor and contribute to team growth and development

Senior Tax Manager

• Review U.S. and multi-state income tax returns for business entities, including C‐corporations, S-Corporations, partnerships, and fiduciary returns.
• Review U.S. and state individual income and gift tax returns.
• Prepare tax projections for individual and corporate clients.
• Conduct tax research as needed.
• Communicate with existing clients and colleagues regarding various tax matters.
• Engage in consulting and special projects as requested by clients.