Senior Tax Accountant
Reviewed Forms 8586, 8609, 8609-A & K-1's on federal partnership returns submitted by CPAs to determine the correct compliance period and tax credits were taken and proper partner distributions were made. Developed guidelines for presentation of 8609's with tax credit manager.
- Created spreadsheets for upper level management and provided estimated tax credits to asset managers
- Advised CPAs on tax credit and compliance period guidelines
- Signed off on reviews submitted by tax staff
- Assisted in ad hoc project consolidating Excel files and creating database to automatically calculate tax credits in the compliance period for all deals. This resulted in fewer temporary employees needed during the busy season, providing an effective cost savings measure. Top Performer - 2005 Tax Season