Joseph Rositano

• Managed staff in technical knowledge in preparation of tax returns by leading them in many training sessions along with working with them in time management during busy seasons
• Proficient in reviewing compliance work done by staff to both correct and teach so mistakes can be reduced in for future
• Ability to manage numerous clients in different cross-boarder consulting and compliance scenarios
• Managed to create relationships between myself and clients so they understand and trust work being completed
• Researched and provided summary memos on technical tax issues at request of partners and clients.
• Evaluated potential tax credit opportunities for clients, maximizing savings through strategic application of available incentives.

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• Provided tax advice to clients, resulting in significant tax savings and improved financial planning
• Communicated with both staff below and above in regards to obtaining information for compliance work
• Prepared compliance work on high net-worth individuals in both Canada and U.S. tax returns
• Able to prepare complex forms such as Form 5471, Form 8621, Form 3520 & Form 3520-A
• Facilitated efficient communication between clients and taxing authorities to address inquiries and resolve disputes.

• Drafted tax documentation subject to detailed review and approval by department management for clients in regards to notices to both the CRA & IRS
• Researched technical tax issues to define tax effect or impact of certain tax positions.
• Began working on more complex compliance work as experience grew
• Cooperated with leaders to create templates for tax services to help with efficiency

• Maintained confidentiality of sensitive financial data, adhering to industry standards for professional conduct.
• Found tax solutions to complicated tax issues or errors from incorrect tax filings.
• Achieved timely tax filing by preparing and submitting accurate federal, state, and local tax returns for clients.
• Communicated with higher staff to learn more technical knowledge and experience

• Communicated with diverse populations in order to find information to complete tax returns
• Passed IRS-sponsored VITA Certification
• Provided free tax filing service to low-to-moderate income earning individuals and families