US Senior Tax Associate at Scrubbed.net Global Services (2025-07 – 2026-02)
Senior tax associate responsible for federal and state tax return preparation and compliance across various entity types and industries.
- Preparation of U.S. Federal and State Tax Returns, including but not limited to Forms 1120 & 1120-S (corporate), 1065 (partnership), 1040 (individual), and 990 (exempt organizations)
- Preparation and filing of Franchise Tax Reports, including Delaware Franchise Tax and Texas Franchise Tax Returns
- Preparation of FBAR (Foreign Bank Account Report) to report clients' foreign financial accounts in compliance with FinCEN requirements
- Preparation of U.S. International Information Returns such as Forms 5471, 5472, 926, and 8865 for foreign ownership and cross-border transactions
- Preparation of Form 6765 to support applications for the Research & Development (R&D) Tax Credit
- Assistance in tax provisioning processes for clients with significant tax exposures, including estimating current and deferred tax liabilities
- Handling IRS and state tax agency correspondence and phone communications, including resolution of tax notices, penalty abatement requests, refunds, and follow-ups on pending filings or taxpayer inquiries
- Filing and updating of Statements of Information for entities registered in states like California, ensuring corporate compliance
- Assistance in client entity dissolutions, including preparation of final tax returns and coordination of state-level dissolution requirements
- Preparation and submission of Beneficial Ownership Information Reports in line with FinCEN's reporting obligations
- Conducting Nexus Studies to assess multistate tax filing obligations based on client business activities across jurisdictions
- Preparation and filing of Form 1099 series (e.g., 1099-NEC, 1099-MISC) to ensure proper reporting of payments to contractors and other non-employees, including TIN matching and e-filing compliance
- Regular coordination with clients through email updates and virtual calls to clarify data requests, provide filing status updates, and address tax-related inquiries
US Tax Associate at Scrubbed.net Global Services (2023-11 – 2025-07)
Tax associate supporting federal and state tax return preparation and compliance across multiple entity types.
- Preparation of U.S. Federal and State Tax Returns, including but not limited to Forms 1120 & 1120-S (corporate), 1065 (partnership), 1040 (individual), and 990 (exempt organizations)
- Preparation and filing of Franchise Tax Reports, including Delaware Franchise Tax and Texas Franchise Tax Returns
- Preparation of FBAR (Foreign Bank Account Report) to report clients' foreign financial accounts in compliance with FinCEN requirements
- Preparation of U.S. International Information Returns such as Forms 5471, 5472, 926, and 8865 for foreign ownership and cross-border transactions
- Preparation of Form 6765 to support applications for the Research & Development (R&D) Tax Credit
- Assistance in tax provisioning processes for clients with significant tax exposures, including estimating current and deferred tax liabilities
- Handling IRS and state tax agency correspondence and phone communications, including resolution of tax notices, penalty abatement requests, refunds, and follow-ups on pending filings or taxpayer inquiries
- Filing and updating of Statements of Information for entities registered in states like California, ensuring corporate compliance
- Assistance in client entity dissolutions, including preparation of final tax returns and coordination of state-level dissolution requirements
- Preparation and submission of Beneficial Ownership Information Reports in line with FinCEN's reporting obligations
- Conducting Nexus Studies to assess multistate tax filing obligations based on client business activities across jurisdictions
- Preparation and filing of Form 1099 series (e.g., 1099-NEC, 1099-MISC) to ensure proper reporting of payments to contractors and other non-employees, including TIN matching and e-filing compliance
- Regular coordination with clients through email updates and virtual calls to clarify data requests, provide filing status updates, and address tax-related inquiries
Outsourced US Tax Associate at Otemanu Group LLC (2025-09 – Present)
Outsourced tax associate responsible for federal and state tax return preparation for various entity types.
- Preparation of U.S. Federal and State Tax Returns, including but not limited to Forms 1120-S (corporate), 1065 (partnership), and 1040 (individual)
