Tax Associate
- Completed and filed over 100 tax returns as a First Year Tax Associate
- Reviewed and analyzed client data and accurately prepared income tax returns
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Secured and properly handled confidential data to protect against unauthorized access, improper transmission and unapproved disclosure.
- Assisted and processed Tax Authority Notices, Amendments, and Extensions.
- Maintained complete records of client tax returns and supporting documentation in secured areas
- Communicated with clients regarding tax situations, providing guidance on financial decisions
- Maintained compliance by adhering to current tax laws and regulations
- Assessed client tax situations to determine best filing options