Prepare trust, estate and nonprofit returns using OneSource.
1042 monthly payment processing
Filing 1042 forms 
Prepare quarterly estimates.
Handle federal and state tax notices.
Train new employees on company processes and procedures.
Assist team members with completing their accounts for the filing deadlines.
Process foreign tax withholding returns.

Trust Tax Accountant II

CBIZ Marks Paneth

Prepared international tax returns and forms.
Prepared large partnership returns for assigned clients.
Converted foreign currency into US dollars for international returns.
Prepared high net worth individual tax returns with Schedule K-3 using SurePrep and CCH Axcess.
Prepared quarterly estimates using BNA software

Tax Associate II

Stanfield + O'Dell, P.C.

Prepared nonprofit, individual and business returns.
Conducted tax research.
Prepared quarterly individual tax estimates.

Tax Associate

Wolters Kluwer Tax & Accounting US

Supported staff questions from sole practitioners, small and large CPA firms to complete tax returns.
Conducted research on different tax issues for large firms on 990 returns and remained up to date on all tax law changes.
Discussed and explained various tax forms and calculations on business and nonprofit returns for small, mid-size and large CPA firms and companies.
Designed a process for adding multiple 990 states to the tax-exempt organization tax products; then led a team of employees through the installation of those states into the program to increase revenue for the product 
1st person in the organization to complete Lean Six Black Belt certification
Mentored and trained multiple tax analysts through their first tax season.

Tax Analyst

A highly motivated and results driven tax professional who solves real world problems and delivers quality products..

Taplio

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Joanna G.

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