At EY, I prepare and review US Federal and State tax returns for high-net-worth individuals, private clients, trusts, partnerships, and charitable organizations.
I work across Forms 1040, 1041, 1065, and 990-PF, along with international information reporting forms including 926, 8938, and 8864. My work includes foreign income, foreign tax credits, treaty considerations, FATCA, FBAR, and cross-border reporting.
I coordinate with US onshore teams and global stakeholders to resolve technical issues, maintain quality, and meet strict filing deadlines across high-volume engagements.
I've also supported AI-based tax data capture, workflow optimization, process standardization, and quality-control improvements using CCH, GoSystem, OneSource, SurePrep, and BNA Planner.
