Prepare Federal and state income tax returns with minimal review notes from supervisors. Assist with state income tax apportionment calculations. Proactively identify ta

OBJECTIVES 2024

SECTION 1: OBJECTIVES / ON-GOING RESPONSABILITIES

1 – Prepare Federal and state income tax returns with minimal review notes from supervisors. Assist with state income tax apportionment calculations. Proactively identify tax issues, perform tax research, review the form instructions, document/summarize relevant tax guidelines, and update our workpapers/returns for all relevant state tax law changes or updates.

Result: I will prepare state income tax returns. As part of the tax research, I will communicate with my supervisors about the updates applied. In addition to updating the workpapers, I will work on calculating tax apportionment.

2 – Assist with the property tax and Sales & Use tax compliance. Prepare and perform a self-review on all monthly and quarterly sales and use tax returns prepared. Ensure timely filing of all returns and property tax payments by the due date.

Result: I will file and pay sales and use tax obligations in different states, while also researching invoices. Therefore, we avoid making mistakes in tax collection and payment. Additionally, I will report and pay the respective taxes on our business's real property or personal property.

3 – Assist with the preparation of the interim income tax provisions under ASC 740 by preparing the book/tax differences summary and PDF workpapers by entity, reviewing the GL detail for the income tax payable accounts, updating the state rates on the state ETR, and reviewing the Twist-Q for applicable legislative updates.

Result: I will work with part preparation of the interim income tax provisions. In addition, I will revise the GL detail for income tax payable accounts and state rates on the state ETR while updating the book/tax differences summary and PDF workpapers by entity.

4 – Assist with tax notices in a timely manner when received by calling the jurisdiction in question and notating any items of adjustment.

Result: I will assist with tax notices that we will receive, follow up on tax department matters, and call each jurisdiction to resolve any issues that may arise

5 – Achieve the established expectations for key ongoing responsibilities as per the current role.

Result: I hope to learn and participate as much as I can in all the activities or responsibilities we have as a team or department to help us be more effective and productive

SECTION 1: BEHAVIORS – Please update using STAR technique (You can google)

1- Demonstrates Learning Agility

I will look to make solutions and deep a few more in our workpapers trying to understand how we prepare reports and workpapers necessary to set any tax obligations.

2- Demonstrates Compassion

For the past six months, I've been looking to work in a sympathetic and empathic way with the team. I offered to help in a variety of ways during my supervisor's review and forward to effective teamwork.

3- Take Ownership

It has been my objective since I started to take on the responsibilities as quickly as possible to avoid any errors and to ask any doubts that I have had in the appropriate time.

4- Adopts an Entrepreneurial Mindset (Positions the organization for future success, by identifying new opportunities through taking calculated risks to accomplish organizational objectives)

CAREER ASPIRATIONS

I would like to be a valuable asset that provides solutions and contributes to the team's productivity and effectiveness. In addition to learning about the company's tax obligations, I hope to improve my knowledge in all areas.

As a member of the team, I hope to grow professionally and personally in the long run.

SECTION 2: DEVELOPMENT

A – BEHAVIORS

1 – Demonstrate Learning Agility

I will meet with team members to understand how we prepare reports and workpapers necessary to set any tax obligations. I will complete my own steps or notes about steps in some processes that we need to do to avoid asking and losing time.

2 – Takes Ownership

I will take the responsibilities as quickly as possible to avoid any errors and to ask any doubts that I have had in the appropriate time.

B – DEVELOPMENT PLAN

1 – Complete weekly task assignment and Meet deadline for tax obligation. 

I will review the year workpapers/schedules, proactively communicate with my superiors as issues/questions arise, and job shadow as needed.

2 – Take ownership. 

Focus on learning the tax processes and software systems at Del Monte while also building my tax technical skills and knowledge.

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