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• Supervised US tax compliance and reporting operations for a diverse portfolio of domestic and international clients, including high-net-worth individuals and corporate entities.
• Managed ProConnect, Drake Tax, and QuickBooks Online systems across multiple client accounts, ensuring seamless financial data integration and accurate tax preparation.
• Handled the preparation and rigorous review of complex federal, state, and local tax returns (Forms 1040, 1065, 1120, 1120S) in strict compliance with IRS regulations.
• Developed comprehensive tax projection models and dashboards to provide clients with clear insights into their estimated liabilities and proactive tax planning strategies.
• Provided advisory support on entity structuring, tax optimization, and resolving complex IRS notices, streamlining tax resolution workflows across various industries.
• Mentored junior tax accountants and associates, elevating team expertise in US tax code updates, compliance standards, and operational efficiency.
• Enhanced expertise in multi-state taxation, foreign account reporting (FBAR/FATCA), and strategic tax minimization strategies.