Boulay

• Prepare more advanced tax computations, workpapers, and tax entries
• Prepare complex income tax returns for individuals, partnerships, multistate, corporate, and other entities
• Review individual, partnership, multistate, corporate, and other tax returns
• Assist with year-end planning and quarterly tax estimates
• Address IRS or State Taxing Authority notices and coordinate timely responses
• Coordinate, plan, and schedule workflow for effective engagement management
• Organize and coordinate clients’ income tax data for accurate and timely completion
• Review and assist in researching technical issues
• Verify the validity and accuracy of client financial matters
• Initiate and manage client communication with staff or Partner
• Identify and communicate tax planning ideas with a Manager/Partner
• Collaborate cross-departmentally to gather information and resolve client matters
• Demonstrate competency with necessary software

Tax Senior / Supervisor