Data Service Consultant 2 (US payroll + Federal Law, Tax W2 and FUTA )

Experienced Tax Analyst with over 3 years in payroll tax compliance and 2 years in individual and corporate tax return preparation. Skilled in preparing federal and state returns (Forms 1040, 1120, 1120-S, 1065), foreign disclosures (FBAR, 8938, 5471), and payroll tax filings (SIT, FUTA, SUTA). Proficient in using ProSeries, Lacerte, QuickBooks, and Excel macros for automated reporting. Strong knowledge of U.S. tax regulations, IRS communications, and remote work collaboration.

Skills :

Federal & State Income Tax (1040, 1120, 1120-S, 1065)

Payroll Tax Filing & Payment (FUTA, SUTA, SIT)

IRS Representation & Notice Resolution

Foreign Disclosure Forms (FBAR, 8938, 5471)

Excel Automation & Reporting Macros

Software: QuickBooks, ProSeries, Lacerte, MasterTax, Excel

Prepared and filed Form 1040, 1120, 1120-S, and 1065 with supporting schedules and K-1s. Applied tax credits including AOTC, LLC, EIC, Savers Credit, and Child Tax Credit. Calculated and scheduled federal and state estimated tax payments to avoid penalties. Corporate & Partnership Taxation Filed Form 1120 (C Corps): managed income reporting, deductions, credits, depreciation, and book-to-tax reconciliations. Filed Form 1120-S: tracked shareholder basis, allocated pass-through items, and addressed BIG tax and compensation issues. International Tax & Compliance Filed FBAR, Form 8938, and Form 5471 for foreign asset and entity reporting. Completed BOI (Beneficial Ownership Information) filings per FinCEN guidelines. Tax Advisory & Analysis Reviewed prior-year returns for tax-saving opportunities. Analyzed Schedule K-1s, foreign income, and complex documents for accuracy. Responded to IRS and state notices via fax, email, and phone calls. - Represented clients in communication with the IRS to resolve payment issues. IRS Representation Responded to IRS/state notices and represented clients in resolving payment issues. Supported ITIN applications and identity verification processes. Certifications Enrolled Agent (EA) Part 1 Passed (Individual Taxation) Preparing for Part 2 (Business Taxation)

Payroll Tax Compliance Filed State Income Tax (SIT) and State Unemployment Insurance (SUI) returns for all 50 states quarterly. Adjusted filings for 9 states with no payroll tax. Reported FUTA, SUTA, and SDI for CA, NJ, and NY. Prepared reports for NC Machinery Act, NY Paid Family Leave, and NM Workers Comp. Handled Family and Medical Leave Insurance (FMLI) reporting for WA and CA. State Income Tax (SIT) Filing & Reporting Filed state income tax (SIT) returns for all 50 states on a quarterly basis, ensuring compliance with state and local regulations. Note: 9 states are exempt from payroll tax, and appropriate adjustments were made for these states. Prepared quarterly reports for North Carolina Machinery Act employee listings, New York Paid Family Leave (NYPFL) tax reporting, and New Mexico workers' compensation reporting. Process Improvement Helped develop SOPs to improve compliance and efficiency. Supported implementation of workflow controls and best practices. Data Management & Automation Built an Excel macro to automate Sedgwick benefit file conversions for CA, NJ, and NY SUTA reporting