Summary
Overview
Work History
Education
Skills
Work Preference
Certification
Timeline
Generic
Pukar Soni

Pukar Soni

Tax accountant
Ahmedabad,GJ

Summary

Highly skilled Tax Preparer with substantial experience in tax preparation, administrative office operations, diversity, and conflict management experience. A strong leader and team player, able to provide focus and coordination for multi- functional staff. Possesses broad diversity, program management knowledge, skilled in data analysis, fact-finding, problem-solving and conflict resolution. Skilled facilitator, responsive to the needs of constituents regarding information and program activities and possesses knowledge of broad- based state and federal policies, procedures and requirements to ensure program success.

Overview

7
7
years of professional experience

Work History

Tax Accountant

REVEL/LANCE CPA
Chicago, Il
11.2023 - Current
  • Preparing or assisting in simple to complex tax returns for Individual Tax Return (1040), Partnership (1065), S-Corp (1120-S), C-Corp (1120)
  • Communication with clients for Quarterly tax estimates
  • Providing tax adjustments knowledge to the client
  • Helping tax manager for any Tax research analysis
  • Worked on the monthly sales tax and Quarterly sales/excise tax payments
  • Monthly accounting, Monthly accounting review & Quarterly Accounting review
  • Worked on few cleanup accounting projects

US Tax Associate

BDO Rise Private Limited
08.2022 - 05.2023
  • Preparing or assisting in simple to complex tax returns for Individual Tax Return (1040) and Trust (1041)
  • Prepared 1040 return high net worth taxpayer and foreign trust
  • Preparing federal with multiple states return with foreign compliance
  • Reviewing and generating of summary of K1, Partner K1, and Investor package
  • Reviewing and generating and qualifying XML’S in GO-system software
  • Worked on Extension and E-file process
  • Experience of preparing Nonresident individual and foreign trust return
  • High knowledge base of K-1s and K-3s inputting and effect on tax return on such
  • K-1s
  • Preparing and reviewing Tax workpaper of multiple K-1s with multiple state adjustments
  • Prepared 5471, FBAR & Form 8938.

Customer Service Associate/ Tax Team Lead

Entigrity Private Limited
06.2021 - 05.2022
  • Tax Preparer for US CPA Firms with well-known Professionals)
  • Responsibilities:
  • Preparing or assisting in simple to complex tax returns for corporate tax return (1120, 1120S, 1065) and Individual (1040)
  • Preparing Tax Work paper with highly efficient manner for Senior Tax reviewer and discuss with client to finalize the Tax financials and Tax Source documents.
  • Preparing tax returns in compliance with firm's policies and adhering to the firm's written tax practice standards as well as 1120 & 1120S procedure manual.
  • Preparing Tax Projection work paper of officer’s Compensation, Quarterly Tax
  • Estimates and Worked on Partnership Basis Schedules.
  • Worked on Accounting Review and Reconciliation, Book keeping & Detail
  • Transaction Review.
  • Preparing financial statement and made respective adjustment such as
  • Depreciation, Reclassification of Accounts.
  • Reviewing financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
  • Recording Year end adjusting entries such as Depreciation, Cash to Accrual Book
  • Keeping i.e., Booking Accounts receivable/Payables, accruing Incomes Expenses.
  • Maintaining frequent & timely communication in order to maintain strong client relationship.
  • Managing 3 Tax preparers and its work- related tax returns, allocation of work, Review of Tax Returns, Discuss the open points, finalize the work & trained them in a way that they can develop their skills on their own.

Article Assistant

J T Shah & Co
08.2017 - 08.2020
  • Great Experience on Listed Companies audit & Related Companies audit
  • Worked on Intercompany audit and related party transactions
  • Good Command on SAP and its audit function & MIS Reporting.
  • As an Audit assistant, Worked in import and export industries & foreign exchange transactions, Textile industries, Manufacturing Industries.
  • Finalization of Financial Statements, Government payments, GST Reconciliation.
  • Worked on Tax return preparation and fillings, Tax Audit filling of Proprietor
  • Partnership Firms and Private companies.
  • Experience in Stock of audit of listed companies i.e
  • Stock Audit Report, Physical
  • Verification of Inventory.
  • Good Experience on Various Audit like Government Audit, Education Institution
  • Trust and GST Audit.
  • ACHIEVEMENTS:
  • Got the Medal of appreciation from ICAI – “ Nukkad Drama”
  • Got appreciation from seniors and from clients during Articleship training.
  • Got Exemption in Audit in CA IPCC Group 2.
  • Appreciation from US CPA for best work practices during tax season.
  • Having Certificate of QuickBooks ProAdvisor & Xero

Education

Inter Chartered Accountant - undefined

Institute of Chartered Accountants of India

Bachelor - Commerce

Gujarat University

Master - Commerce

Gujarat University

Skills

  • SOFTWARE SKILLS:
  • Microsoft Office: Microsoft Word, Excel, Outlook, PowerPoint
  • Tax Software: UltraTax, Drake, Lacerte, CCH Axcess, Go-system, Pro-series
  • Proconnect
  • Tax Automation Software: Sureprep, GruntWox, Tallyfor
  • Client Communication Software: ClickUp, Jetpack Workflow, Microsoft Teams
  • Canopy, Basecamp, Slack
  • Accounting Software: Xero, QuickBooks Online & Desktop, Tally ERP9, SAP
  • SKILLS:
  • Attentive listening and effective oral communication skills
  • Great at Problem Solving
  • Good Leadership Skills
  • Tax Advisory Services
  • Federal and state tax returns
  • Tax Compliance Expertise
  • Tax Return Preparation
  • Research and documentation
  • Tax Software Proficiency
  • Bookkeeping Expertise
  • Skilled in [Software]
  • Proficient in [Software]
  • Partnership Taxation
  • Income tax laws
  • Accounting and reporting research
  • Communication and presentation
  • Sales Tax Management
  • Estate and Trust Taxation
  • Tax planning strategies
  • Tax Credits and Deductions
  • Business Tax Knowledge
  • Teamwork and Collaboration
  • Customer Service
  • Problem-Solving
  • Time Management
  • Attention to Detail
  • Problem-solving abilities
  • Multitasking
  • Multitasking Abilities
  • Reliability
  • Journal Entries
  • Excellent Communication
  • Critical Thinking
  • Clear Communication
  • Bookkeeping and Reconciliation
  • Organizational Skills
  • Team Collaboration
  • Bank Reconciliation
  • Active Listening
  • Effective Communication
  • Adaptability and Flexibility
  • Journal entry preparation
  • Employee Training
  • Tax Return Filing

Work Preference

Work Type

Contract Work

Location Preference

Remote

Important To Me

Career advancementWork-life balanceCompany CultureFlexible work hoursWork from home option

Certification

  • ENROLLED AGENT
  • QUICKBOOKS PROADVISIOR
  • XERO CERTIFICATE

Timeline

Tax Accountant

REVEL/LANCE CPA
11.2023 - Current

US Tax Associate

BDO Rise Private Limited
08.2022 - 05.2023

Customer Service Associate/ Tax Team Lead

Entigrity Private Limited
06.2021 - 05.2022

Article Assistant

J T Shah & Co
08.2017 - 08.2020

Inter Chartered Accountant - undefined

Institute of Chartered Accountants of India

Bachelor - Commerce

Gujarat University

Master - Commerce

Gujarat University

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Pukar SoniTax accountant