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Tax Accountant
Income Tax Return Coordination Functions - Assist Tax Manager/Family Office Supervisor in coordinating tax preparation with various CPA’s, which consists of: · Accumulating information from outside and inside sources. · Following up on all open items. · Reconciling Form 1099’s to cash received. · Preparing schedules to be used in preparing tax return(s). · Processing estimated tax payments for clients and tracking all federal and state tax payments and refunds. · Roll forward basis in partnerships to properly reflect tax basis. · Maintaining list of federal and state carry forwards for regular tax and alternative mi
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