Prepare US Partnership Tax Returns (Form 1065) and supporting workpapers.
- Assist in preparation of Schedules K-1 and K-3 for investors.
- Perform tax return data collection, validation, reconciliation, and review procedures.
- Work on fund tax compliance engagements involving private equity, venture capital, and alternative investment structures.
- Support entity classification and tax elections where applicable.
- Assist in preparation of state tax returns and state-level investor reporting.
- Support PFIC and CFC evaluation and disclosure processes.
- Maintain engagement documentation and ensure compliance with internal quality standards.