- Prepare and review U.S. Individual Income Tax Returns (Form 1040) and related state tax returns.
- Work on tax forms such as Schedule A, B, C, D, E, and K-1 reporting.
- Collect, organize, and verify client documents including W-2s, 1099s, investment statements, and other income details.
- Ensure tax returns are prepared accurately and in compliance with U.S. tax regulations.
- Identify missing information and follow up with seniors, managers, or clients for clarificatio