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Responsibilities
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Tax Compliance
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Prepares annual federal (1065 and 1120’s), state and local tax returns and estimates.
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Prepares supporting work papers for returns and K-1 packages.
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REIT Compliance:
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Prepares REIT Testing for compliance with Federal REIT requirements including income and asset tests.
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Tax Controversy/Planning
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Researches various state and local tax questions and issues.
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Responds to state and local tax questions and issues.
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Responds to state and local taxing authorities on audit inquiries/notices.
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Other:
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Oversees installation, data rollover and use of CCH ProSystem fx tax compliance software.
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Maintains unclaimed funds database and associated reporting to states.
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Performs other duties as assigned.
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