• Assist with preparing federal and multi-state individuals and trust income tax returns. • Learn and effectively utilize Lacerte tax preparation software to continually learn, share knowledge with team members, and enhance the quality of service to clients. • Prepare and format excel spreadsheets for trust accounting. • Review documents and tax returns for accuracy • Perform tax technical research assigned by supervisors. • Coordinate and communicate with tax advisors, managers, and other team members to perform job functions. • Administrative tasks (filing, phone calls, etc.) • Other various assigned projects.