Tax Preparation
- Tax prep work needed in Quickbooks Online (or other software, if needed) prior to beginning the return
- Prepare accurate and complete tax returns for individuals, businesses, and other entities based on clients’ financial information
- File federal and state income tax returns including forms 990, 1040, 1041, 1065, 1120, and 1120S using UltraTax
- Review federal and state income tax returns
- Communicate and help implement tax minimization strategies
- Prepare entity and personal tax projections
- Stay up-to-date with changes in tax laws, regulations, and deductions to provide clients with the most current and relevant advice.
Communication
- Develop a trusted relationship with your clients
- Respond timely to clients and the internal team
- Maintain status of returns using TaxDome
- Communicate with other Two Roads team members regarding tax related matters
- Be willing to share your tax knowledge with the team, as needed
- Participate in weekly team meetings
- 412 all-staff monthly meeting
- Liaison with the IRS and/or other regulatory bodies