· Tax Preparation:-Using CCH Axcess to prepare high net worth individuals 1040 tax returns.
-Using CCH Axcess to prepare Business tax returns (1065 (Partnership),1120S (S-Corp) and 1120 (C-Corp).
-Using CCH Axcess to create 1041 Estate and Trust returns and 990 Returns for Exempt Organization-Using CCH Axcess to create Estate and Gifts return.
-Using CCH Axcess to create proforma tax returns for new clients to roll forward current year tax documents-Work with Adobe Pro to organize client tax workpapers
-Using Sureprep SP Binder to organize and import tax documents to Axcess
· Tax Research – Conduct tax research to resolve tax issues and stay current on tax law changes through continuous learning.
· Accounting/Bookkeeping – Prepare and adjust client financials using QuickBooks Online, QuickBooks Desktop and excel
· Administrative Support – Assist in e-filing returns and filing of documents online
Experience: 6 months - 1 year
-QuickBooks Certified Pro-Advisor -Prepare and adjust client financials using QuickBooks Online, QuickBooks Desktop and excel
Experience: 6 months - 1 year
Proficient in using Proconnect and CCH Axcess software for US tax return preparation (Individual, Partnership, C-Corporations, S-Corporations).
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