Jilphy Jose

· Reviewing and preparing US Individual (1040) and Business Tax Returns (1065).

· Reviewing the questionnaire and documents submitted by US customers.

· Identifying the documents that are missing and drafting the missing information request and sending it to the customers.

· Reviewing the questionnaire and documents submitted by taxpayers.

· Advising the customers to the preparer on the return finished.

· Enhance team dynamics by demonstrating respect for colleagues, unwavering commitment, and ensuring all team members are well-informed about the status of routine tasks.

· Efficiently resolve customer issues in a timely manner, adhering to established deadlines to ensure their satisfaction.

· Develop the skill to identify customers preferences and requirements, allowing for tailored product or service recommendations.

· Establish personal connections with clients to provide clear and suitable guidance regarding products and services.

· Support the team through respectful interactions with colleagues, unwavering dedication, and the consistent sharing of updates on routine tasks.

· Reviewing the US Individual Tax Returns (1040).

· Reviewing the financial transactions of the customers and preparing their returns.

· Reviewing the questionnaire and documents submitted by US customers and identifying basic information or documents that are missing.

· Drafting the missing information request and sending it to customers.

· Preparing standardized operating procedures to decide upon beneficial positions available for customers regarding income exclusion, filing positions, etc.

· Tax Analysis, Frontloading, and Frontload review processes.

· Preparing and conflict resolution in FinCEN.

· Ensuring the best tax results for taxpayers by optimizing deductions Vs credits.

· Providing feedback to processors on the tasks finished.