Nandit Shah
Ahmedabad
Summary
Leading the US Tax Division, managing 60+ professionals, and ensuring timely and accurate bookkeeping, payroll processing, and tax compliance for US-based clients. Driving excellence in personal & entity taxation, reconciliation, and financial analysis. Proficient in 20+ accounting software and 15+ tax software, with expertise in financial analysis, cleanup projects, and tax adjustments. Committed to proactive tax planning and client satisfaction, with the flexibility to work night shifts as needed to meet critical deadlines. Successfully handled 4-5 tax seasons with extensive experience in year-end compliance.
Overview
5
5
years of professional experience
2
2
years of post-secondary education
1
1
Certification
3
3
Languages
Work History
Team Leader (US Tax Division)
Meru Accounting
01.2020 - Current
1. Bookkeeping & Financial Reporting
- Reviewing financial reports, reconciliations, and compliance filings at a senior level
- Managed accounts payable (AP) and accounts receivable (AR), ensuring accuracy and timeliness
- Delivered financial statements, KPI reports, and MIS reports to support strategic decision-making
- Explained tax adjustments and compliance matters to clients
- Experienced in designing and structuring the Chart of Accounts across multiple industries
- Expertise in Excel functions including VLOOKUP, Pivot Tables, Filtering, Sorting, and Data Formatting
- Created PowerPoint presentations for financial reporting and client proposals
2. Tax Filing & US Payroll
Individual Tax Returns (1040, 1040NR):
- Experienced in reviewing Form 1040 filings, ensuring compliance and accuracy
- Managed Schedule C (Self-Employed Income), Schedule D (Capital Gains), and Schedule E (Rental Income)
- Advised clients on Foreign Tax Credits, Earned Income Tax Credits (EITC), and tax optimization strategies
- Filed 1099s using QuickBooks Online, Tax Bandit, and ATX
Business Tax Returns:
- Specialized in 1120 (C-Corp), 1120S (S-Corp), 1065 (Partnerships), 990 (NonProfit Organizations)
- Handled Form 5472 for foreign corporations and related-party transactions
- Filed amended tax returns, ensuring compliance with IRS regulations
- Performed M1 & M2 tax reconciliations to ensure accuracy in financial statements and tax filings
- Assisted in tax planning and entity selection for new business incorporations
3. Team Leadership & Delivering Work for 60+ Professionals
- Led and mentored a team of 60+ tax and accounting professionals
- Ensured on-time delivery of bookkeeping, payroll, and tax filing services
- Conducted training sessions for new employees and existing teammates on complex tax issues and compliance updates
- Implemented incident tracking systems to enhance workflow efficiency
- Provided comparative performance analysis (PI) to improve process optimization
- Regularly followed up with clients to ensure smooth project execution and address queries
Industry Experience
- Served 50+ industries, ensuring specialized accounting and tax solutions
Education
MBA - Finance
Gujarat Technological University
Som Lalit Institute Of Management Studies 07.2019 - 05.2021
Skills
- Accounting & Bookkeeping: QuickBooks Online, QuickBooks Desktop, QuickBooks Enterprise, Xero, Zoho Books, MYOB, and more
- Taxation: Ultratax, ATX, ProConnect, ProSeries, Drake, CCH Axcess, Lacerte, TaxDome
- Payroll: ADP, Paychex, Patriot, SurePayroll, Gusto, and more
- Communication & Collaboration: Zoom, Skype, Microsoft Teams, Slack, Gmail
Software Expertise
- Accounting & Bookkeeping: QuickBooks Online, QuickBooks Desktop, QuickBooks Enterprise, Xero, Zoho Books, MYOB, and more.
- Taxation: Ultratax, ATX, ProConnect, ProSeries, Drake, CCH Axcess, Lacerte, TaxDome.
- Payroll: ADP, Paychex, Patriot Software, SurePayroll, Gusto, and more.
- Communication & Collaboration: Zoom, Skype, Microsoft Teams, Slack, Gmail.
Industry Experience
Served 50+ industries, ensuring specialized accounting and tax solutions.
Certification
QuickBooks & Xero Certified
Hobbies & Interests
✔ Continuous learning in taxation, finance, and business law.
✔ Exploring emerging accounting technologies & automation tools.
✔ Engaging in knowledge-sharing sessions & mentoring professionals.
✔ Networking with industry experts & participating in finance webinars.
Timeline
Team Leader (US Tax Division)
Meru Accounting
01.2020 - Current
MBA - Finance
Gujarat Technological University
07.2019 - 05.2021
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