• Prepare U.S. federal and state individual income tax returns (Form 1040) for high-net worth individuals, business owners, and expatriates
• Complete supporting forms and schedules (e.g., Schedules A, B, C, D, E, 1116, 2555, 8938, FBAR/FinCEN 114, etc.)
• Review tax documentation provided by clients and organize workpapers
• Perform basic tax research and apply appropriate tax treatments
• Ensure returns comply with IRS regulations and client-specific instructions
• Collaborate with seniors and managers for review and feedback
• Meet internal deadlines and productivity targets during peak tax season
• Maintain data confidentiality and ensure quality control
• Use tax software such as CCH Axcess, UltraTax, ProSystem fx, or similar