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Tax Compliance Tax Provision •Review Qtr. Tax estimates for

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Presentation on theme: "Tax Compliance Tax Provision •Review Qtr. Tax estimates for"— Presentation transcript:

1 Tax Compliance Tax Provision •Review Qtr. Tax estimates for
•Review and maintain Taxable income calculation for • Federal income tax returns (1065;1120;990;1040) • Multistate tax returns • International filings (8804;1042;5471;8865;8621) • Review tax returns prepared by CPA firms • Clear tax notices • Maintain 704(b) Tax Basis • Respond Investors’ request ( K-1, withholding, refund) Tax Provision •Review Qtr. Tax estimates for • Blocker Entities (Corps) • Management Companies (LLC, Inc. ) • ECI, FDAP and States Withholding •FIN 48 Disclosure

2 Tax knowledge on Partnership, Corporate, Individual, Trust, Exempt
Familiar with FS, GL, Distribution Strong Excel Skills Research tax regulations, code, revenue rulings Tax Software - Gosystem / Onesource RS, People Soft, Investran People skill Managerial, organizational, and verbal/written communication skills Work well under pressure; set priorities Things you must know

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