EXPERIENCE
Tax Associate
Frank, Rimerman & Co, LLP
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Collected client online source documents and assembled into organized pdf Tax Working Paper (TWP) for individual returns.
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Produced separate TWP with vast number of partners schedule K’s, including schedule K1 partners shares of earnings, schedules K2/K3 foreign tax relevance items, and all applicable schedule K disclosures, for large complex partnerships and trusts.
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Input TWP data into pre-created excel tie-outs, to ensure formula-driven accuracy, prior to tax preparation software input.
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Processed tax returns through data input into Pro-Systems software to calculate federal/state tax filings within IRS/state guidelines including deductions and credits.
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Completed modest number of quarterly estimates and extension payments utilizing BNA tax software platform.
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Gained brief exposure to corporate tax returns, and foreign disclosures for clients operating outside US.