BADADA SATISH
HYDERABAD
Summary
Experienced Tax Preparer with a track record of developing and implementing tax planning strategies for high-net-worth individuals and corporate clients. Known for conducting thorough research and analysis of tax laws to identify and maximize credits and deductions, resulting in increased client savings. Skilled in providing expert guidance during IRS audits, leading to a high success rate in dispute resolution and penalty avoidance.
Overview
5
5
years of professional experience
Work History
Tax Associate
Syncreon Consulting Limited
12.2022 - Current
- Provided tax planning and advisory services to more than 4,000 clients, developing lasting connections.
- Collaborated with clients for gathering and analyzing financial data, enhancing preparation for dispute resolutions with the IRS.
- Provided clients with timely and accurate advice on changes in tax laws & regulations while guaranteeing adherence to new guidelines.
- Explored complex tax concerns, providing accurate advice and guidance.
- Assisted clients with the preparation of financial documents related to taxes.
- Identified potential areas of risk associated with client's taxation activities.
- Reviewed and analyzed financial statements to identify tax liabilities and potential deductions.
- Prepared tax returns for individuals, businesses and partnerships at federal, state and local levels.
Customer Service Officer
Kotak Mahindra Bank
02.2021 - 03.2022
- Managed daily banking operations, involving account transfers, deposits, withdrawals, and loan processing.
- Performed financial analysis to detect lucrative prospects for clients in both short and long run.
- Managed daily financial transactions, including depositing, withdrawing, transferring and paying off loans.
- Helped customers with account opening procedures and processing necessary paperwork.
- Supported in-house audit procedures for banking employees.
Junior Accountant
Samyukth Erectors Private Limited
11.2019 - 10.2020
- Managed company's financial records related to Accounts Receivables and Accounts Payable
- Created timely Bank Reconciliation Statements.
- Allocated receipts to respective customers and cleared outstanding invoices while allocating miscellaneous receipts.
- Resolved any queries by contacting the credit controller to ensure timely resolution.
- Maintained and reconciled general ledger accounts.
- Prepared monthly and quarterly financial statements for review by senior management.
Education
Bachelor of Commerce -
Sri Venkateshwara And Sathya Sai College - Nagarjuna University
Tenali, Guntur04-2018
Skills
- Tax Planning Expertise
- Tax Compliance Review
- Tax Credit Optimization
- IRS Audit Support
- Client Interaction Management
- Tax Regulation Guidance
- Individual Tax Filing Expertise
- Forecasting Tax Obligations
- Familiarity with Tax Regulations
- Accuracy in Execution
- Proficient Time Management
- Clear Communication Skills
- Effective Decision-Making
- Responsive to Evolving Industry Standards
- Document Preparation
- Documentation filing
Professional certifications
Pursuing Certified Management Accountant
Languages
English
First Language
Timeline
Tax Associate
Syncreon Consulting Limited
12.2022 - Current
Customer Service Officer
Kotak Mahindra Bank
02.2021 - 03.2022
Junior Accountant
Samyukth Erectors Private Limited
11.2019 - 10.2020
Bachelor of Commerce -
Sri Venkateshwara And Sathya Sai College - Nagarjuna University
Similar Profiles
RAVIKUMAR TRAVIKUMAR T
Team Lead for Income Tax and ROC Compliances at PSVV Consulting Private Limited & PCP Advisory & Consulting LLPTeam Lead for Income Tax and ROC Compliances at PSVV Consulting Private Limited & PCP Advisory & Consulting LLP
Ramchand MekaRamchand Meka
Senior Accountant ( Team Lead) at TATA Sikorsky Aerospace Limited ( Payroll Pulivarthi Consulting India Private Limited)Senior Accountant ( Team Lead) at TATA Sikorsky Aerospace Limited ( Payroll Pulivarthi Consulting India Private Limited)
Thomas BrownThomas Brown
Machine Operator, RF Scanner at SyncreonMachine Operator, RF Scanner at Syncreon