Work with Partners, Managers, Account Executives, and Assistant Account Executives on tour client accounts
Request tour itineraries and show contracts and forward those items to appropriate Insurance Brokers and Foreign Accountants
File all tour documents in g-drive including itineraries, show contracts, budgets, etc.
Create and/or review tour budgets, complete state tax mitigation applications, complete foreign tax mitigation applications in certain territories
Correspond and work with Foreign Accountants to ensure they have all required paperwork and information to file the tax mitigation applications in certain territories
Prepare application Form 8802 and Form 8821 requesting Form 6166 and a letter of US residency certificate, prepare Form CA590 when applicable, prepare required Canadian forms when applicable
Prepare CWA budget, end of tour reporting, and provide required in...
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