Juan Ojeda Jr

Purpose-built role to complete EA licensure while contributing to client work in tax controversy and compliance.
Support audits, collections, and notices: intake, document control, research (IRC/Regs/IRM), draft responses/filings; build SOPs, checklists, and light automations to reduce rework.
Provide limited-scope tax preparation/planning as needed for clients with filing requirements (firm does not prepare returns routinely)
Training on ERC calculations and claim assessments for 20202021 quarters; assist with ERC/ERTC matters in prior/pending audits and delayed-credit situations
Perform payroll return reviews tied to ERC (940/941/941-X): reconcile wages, health-plan costs, aggregation rules, and assemble support files for defense/amendments
Upon EA licensure: begin representing clients before the IRS on routine matters

Tax Framework Development**: Design and implement a comprehensive tax compliance process focused primarily on personal back-year mock filings, ensuring smooth integration with the resolution side of the business.

Client Intake; Qualification**: Oversee the client intake process, including the assessment of tax situations and identification of potential red flags.

Document Management**: Establish a systematic approach for collecting and managing client documents, leveraging CRM tools (IRS Logics) for secure data handling.

Tax Preparation Oversight**: Develop a structured workflow for tax return preparation utilizing Drake tax software, ensuring accuracy and strategic readiness for resolution discussions.

Client Communication**: Facilitate client reviews of tax returns, educate clients on their tax positions, and guide them through the filing and resolution processes.

Collaboration with Legal Team**: Coordinate closely with the resolution team to ensure seamless handoff of clients, providing comprehensive documentation and analysis for resolution strategies.

Team Building**: Develop staffing plans and job descriptions to support the growth of the tax department, focusing on hiring individuals with a strong understanding of tax preparation & resolution.

- Collaborated with the tax preparation & resolution team to prepare and file past due and current federal and state tax returns for individuals, corporations (1120, 1120s), partnerships (1165), and other entities, completing high-volume returns year-round (450-500 returns during peak season), primarily focusing on individual 1040 forms with multiple Schedule C and Schedule E rental property income.
- Reviewed IRS transcripts, source documents, and analyzed financial records for accuracy and compliance, leveraging insights from a CPA (Tax Manager) with 45 years of experience.
- Entered client financial data accurately into Intuit ProConnect & Lacerte for review by Tax Manager and CPA.
- Identified and applied appropriate adjustments, deductions, and credits to minimize client tax liabilities.
- Calculated taxes owed or overpaid and completed tax forms following IRS guidelines.
- Interviewed clients to gather information on taxable income, deductions, and allowances.
- Reviewed financial records to determine necessary forms for tax return preparation.
- Conducted client meetings via phone and Zoom to discuss tax-related matters.
- Provided regular status updates to the tax services manager.
- Maintained accurate records and notes in the CRM system (Canopy) according to firm policies.
- Assisted with various tasks and projects based on the firm's needs.

Performs various tasks and projects based on firm needs.