- Review basic tax returns and supporting documents for accuracy and completeness
- Prepare complex tax returns and workpapers, including Form 3115 and 1031 exchanges
- Communicate directly with clients via email, phone, Loom, or Zoom to request data and resolve notices
- Maintain high responsiveness to peer, supervisor, and client communications
- Adhere to firm and AICPA professional ethics and confidentiality standards
- Assist with client proposals, workpaper roll-forwards, and training material development
Accounting