- Identify optimization opportunities in complex-tier member financial structures to streamline books-to-tax deliverables.
- Mentor and support team of bookkeepers and tax staff to ensure continuous growth and capability.
- Review federal and state tax returns (Form 1040, 1120-S, 1065) and financial activity to ensure compliance.
- Handle escalations for complex tax issues such as rental property income and multi-state nexus exposure.
- Serve as technical subject matter expert for accounting and tax teams on multi-state apportionment and K-1 flow-through.
- Develop playbooks and training modules to increase organizational capacity for handling complex financial scenarios.
- Document complex scenarios to identify patterns and implement process improvements.