Team Lead - Senior Tax Preparer (Business)

• Prepare and review complex business tax returns, including Forms 1120, 1120S, 1065, 1041, and 990, ensuring full compliance with federal and multi-state regulations.
• Perform detailed tax analysis by posting required adjusting and reconciling journal entries (AJEs, RJEs), completing books for the tax year, and preparing supporting schedules such as M-1 and M-2 with accurate workpapers.
• Manage multi-state business tax filings, including income apportionment across states and preparation of all required state-specific schedules and documentation.
• Prepare payroll and related payroll tax reports, ensuring accurate calculations, timely filings, and compliance with federal and state requirements.
• Conduct comprehensive tax research to resolve complex business tax issues and ensure proper application of new and changing tax laws to client filings.
• Prepare related individual tax returns (Form 1040 with Schedules C, E, A, B, D, F) when needed, ensuring completeness through comparison with prior-year filings and source documents.
• Reconcile book-to-tax differences, identify tax optimization opportunities, and prepare amended tax returns and projections to support year-end planning and advisory needs.
• Review tax diagnostics and perform thorough quality checks prior to submission to guarantee accuracy and compliance.
• Manage workflow across multiple clients by prioritizing engagements, communicating clearly through email, and coordinating between clients and internal team members.
• Build strong client relationships by providing timely updates, gathering documentation, and offering proactive tax planning recommendations to minimize liabilities.
• Overall responsibility to prepare, review, and coordinate the U.S. tax return planning and preparation process by analyzing, researching, and identifying client planning scope and filing tax returns accurately and timely.