| Chad Gilman |
| Frank Hirth |
Job Summary
I worked as a Tax Senior reviewing tax returns. A large part of my day to day work was in outbound US tax reviewing forms 5471 and 8865. In addition I worked on inbound transactions where nonresident aliens needed withholding on distributions to them from the US. I also reviewed and prepared tax returns for individuals using the UK/US Tax Treaty, ensuring that income was sourced correctly.
Achievements
- Reduced time needed to file tax returns to September from December on clients I am working on year on year.
- Created control sheets to organize information needed for complete reporting as well as monitor the progression through tasks and the status of engagement over all.
- Created a worksheet to reconcile staff calendars to client reporting calendars. This allows us to spot excess capacity and assign members of staff to outstanding work enabling us to meet our client deadlines more efficiently.
- Established professional relationships and friendships with work colleagues.
Specific Job Tasks Include:
- Reviewed tax returns.
- Advised staff members when Sub part F income exists.
- Advised staff members when PFIC income exists.
- Advised how to eliminate PFIC income with a check the box election.
Reference