Taxcalc
BHAVIKA NAIK
Outsourcing Manager
Ahmedabad
Summary
Dynamic manager recognized for exceptional team leadership and strategic planning capabilities developed throughout a successful career. Proven ability to empower employees in independently managing daily operations while consistently meeting client needs. Dedicated trainer and mentor, committed to fostering talent and driving results through effective management practices. Passionate about creating a collaborative work environment that enhances productivity and encourages professional growth.
Overview
19
19
years of professional experience
4
4
Languages
Work History
Operations Manager
QX Global Group
02.2024 - Current
- Managing a couple of chartered accounting firms' work.
- Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Developed and implemented strategies to maximize customer satisfaction.
- Managing work deliverables (TAT) on a weekly basis.
- Reviewing FRS 105 (micro entity), FRS 102-1a (small entity), limited liability partnership, and sole trader financial reporting.
- Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
- Enhanced customer satisfaction by establishing clear communication channels and addressing concerns promptly.
- Analyzed and reported on key performance metrics to senior management.
- Assisted in recruiting, hiring and training of team members.
Operations Manager
Dot Professionals Private Limited
07.2022 - 01.2024
- Managing a couple of chartered accounting firms' work.
- Supervised 13 plus operations staff and kept employees compliant with company policies and procedures.
- Managing work deliverables (TAT) on a weekly basis.
- Reviewing FRS 105 (micro entity), FRS 102-1a (small entity), limited liability partnership, and sole trader financial reporting.
- Reviewing corporation tax for UK limited companies.
- Generating monthly and quarterly bookkeeping, management accounts, and VAT reporting for executive review.
- Trained the team to fulfill business requirements as a POD and PAYG model for UK clients.
- Query solving by team members and coordinating with the client.
- Daily work planning and reporting review of the whole team.
- Planned KRAs for the POD/PAYG team and reported on the same with the client.
- Evaluate the quarterly ratings of staff, and prepare an efficiency report for the same.
- Directed initiatives to improve the work environment and company culture.
- Developed systems and procedures to improve operational quality and team efficiency.
Assistant Manager
SandMartin Consultants Private Limited
01.2013 - 07.2022
- Managing a team as a Full-Time Equivalent Employee (FTE) for one of the top CA firms in the UK.
- Reviewing the accounts of micro and small-sized UK companies.
- Assisting and coordinating with the team manager, and maintaining records of the assignments.
- Received, delivered, work in progress, calculating TAT, and allocating work to the members.
- Query solving by team members and coordinating with the client.
Senior Tax Associate
SurePrep Pvt. (India) Ltd
11.2006 - 01.2013
- Review and analyze client data, and accurately prepare Individual Income tax returns. (Form1040)
- Handling leads, sheet projects, and solving client queries.
- Handling lead sheet printing, programming, and communicating with the in-house developer team regarding project improvements.
- Software: ProFx, GoSystem, Lacerte, UltraTax, ProSeries, PrepBinder, etc.
Education
Master of Commerce - Commerce
Mumbai University
Mumbai 04.2001 -
Bachelor of Commerce - Commerce
Sathaye College
Vile Parle, Mumbai 04.2001 -
Skills
Client Relationship Management
AWARD AND RECOGNITION
Two times best team award, Upcoming manager, Two times best performer
Software
Xero
Quickbooks
SAGE Line 50
CCH AP, CCH Tax & CCH WP
Pro-audit
Timeline
Operations Manager
QX Global Group
02.2024 - Current
Operations Manager
Dot Professionals Private Limited
07.2022 - 01.2024
Assistant Manager
SandMartin Consultants Private Limited
01.2013 - 07.2022
Senior Tax Associate
SurePrep Pvt. (India) Ltd
11.2006 - 01.2013
Master of Commerce - Commerce
Mumbai University
04.2001 -
Bachelor of Commerce - Commerce
Sathaye College
04.2001 -
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