Essential Tasks

• Prepare U.S. federal and state tax returns for individuals, corporations, trusts, and estates, including returns of moderate complexity.
• Prepare and maintain supporting workpapers in accordance with firm methodology and professional standards.
• Assist with U.S. tax compliance filings, including Forms 1040, 1040-NR, 1120, 1120-F, 5471, 5472, 8621, FinCEN 114, 3520, and 3520-A.
• Support the preparation of U.S. estate and gift tax filings (Forms 706-NA and 709), where applicable.
• Conduct tax research related to U.S. federal and international tax matters, including PFICs, Subpart F, and GILTI, and summarize findings for senior team members.
• Communicate with clients to request information, clarify tax matters, and follow up on outstanding documentation.
• Assist in responding to IRS and state tax authority notices and correspondence.
• Collaborate with en...