• 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.

Tax Manager

• Lead client calls and present tax returns and strategies
• Prepare accurate tax returns for LLCs and S Corporations
• Collect, organize, and input financial data into tax software
• Assist with onboarding new clients
• Collaborate with bookkeeping team for accurate reporting

Tax Consultant, CPA

• Prepare accurate tax returns for LLCs and S Corporations, ensuring compliance with all relevant tax laws and regulations.
• Collect, organize, and input financial data into tax software, ensuring accuracy and completeness.
• Assist with onboarding new clients, ensuring a smooth transition and strong initial relationship.
• Work closely with our bookkeeping team to ensure accurate financial reporting and seamless tax preparation.

Tax Preparer

• Write and produce practical tax content on a timely and regular basis with a focus on assigned news and features and gallery stories covering federal and state tax concepts and developments
• Assist the senior tax editor and the Kiplinger team with other editorial projects

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Tax Manager

Tax Consultant, CPA

Tax Preparer

Tax Writer