Tahseen Imam

WORK HISTORY

EDUCATION

ABOUT TAHSEEN IMAM

Tax professional within Business Tax Services (BTS) with hands-on experience across U.S. Partnership (1065) and High-Net-Worth Individual & Trust taxation (1040 / 1041). Experienced in supporting complex compliance engagements involving pass-through structures, fund-related reporting, and detailed federal and state filings.Partnership & Business Taxation (1065 / 1120-C)Experienced in preparing and supporting U.S. partnership tax returns, primarily for operating and investment partnerships, with additional exposure to corporate filings.Key areas include: • Preparation and review of Form 1065 • Partner allocations and capital account analysis • Book–tax reconciliations (Schedules M-1 and M-2) • Schedule K-1 and K-3 preparation and review • Supporting waterfall and special allocation calculations under IRC §704(b) for complex partnership structures • Handling partnership income sourced from other pass-through entities (including Hedge Fund / FoF-type structures) • Limited exposure to Form 1120-C for smaller corporate structure • Federal and state extensions, e-file readiness, and diagnostics resolutionTools & Working Style • Tax software: GoSystem Tax RS, CCH Axcess, SurePrep, TaxCaddy • Known for clean workpapers, strong reconciliations, and attention to detail • Analytical, structured approach with a focus on compliance quality and deadlinesIndividual & Trust Taxation (1040 / 1041)Strong experience supporting high-net-worth individuals and trusts with complex U.S. tax reporting requirements.Key areas include: • Form 1040 for HNI clients • Form 1041 trust and estate returns • Schedules C, E, and D, including pass-through income • Reporting of Hedge Fund and Private Equity K-1 income on individual returns • International information reporting including Forms 3520 and 8865 • Foreign disclosures: FBAR, Forms 8938 and • Extension calculations, payment planning, and IRS notice responses