Drake
Raj Shah
SEMI QUALIFIED CHARTED ACCOUNTANT
AHMEDABAD
Summary
Expert & Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.
Overview
6
6
years of professional experience
Work History
ADVANCE ANALYST
E&Y USA LLP
MUMBAI
01.2023 - Current
- Major area of preparation and review of 1040, 1065, 1120S and 1120
- Drafted tax documentation subject to detailed review and approval by department management
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations
- Trained clients on QuickBooks to help make tax management easier
- Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions
- Worked closely with clients to properly fill out tax forms and file tax returns electronically
- Preparation and filing of 1099
- Provide the training and managing the Staff on the Tax Preparation and review
- Advising the client on Tax planning and helping them to save the taxes
- Reviewing accounting entries on quarterly and yearly basis of various entities
- Responsible for preparation of all work papers for each and every elements of Financial Statements
- Responsible for Vertical & Horizontal trending analysis of items presented in financial statements, and bring to notice of abnormal transactions to the client
- Conversion of books on Cash to accrual or accrual to cash by passing AJE for finalizing books in line with Tax returns (i.e
- Tax basis)
- Responsible for assigning work paper references to match with figures presented in financial statements
- Preparation financials statements on GAAP Basis, Tax Basis and modified cash basis
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Reviewed financial reports and streamlined operations to increase productivity and company profits.
TAX ASSOCIATE
BDO USA LLP
AHMEDABAD
06.2021 - 08.2022
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Helped individuals build legacies through estate and gift tax planning, charitable giving, and philanthropy services.
- Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry, and technical matters to remain current on tax legislation.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Analyzed financial records to verify accuracy of tax returns.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
SENIOR ACCOUNTANT
CONFIANCE BIZSOL PVT LTD.
AHMEDABAD
01.2021 - 06.2021
- Reconciled balance sheets and streamlined best practices for balance sheet processes.
- Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
- Reviewed documents and accounts for discrepancies and resolved variances.
- Completed year-end closing processes with controllers and external auditors.
- Updated general ledger with latest entries.
- Liaised with clients regarding financial plans and objectives.
- Assisted in upgrade and conversion of in-house financial systems.
- Reviewed business operations and obligations to help organization function at acceptable level.
- Contributed to hiring, training and development of accounting teams.
Account Executive
NCS GLOBAL
AHMEDABAD
06.2017 - 12.2020
- Strengthened customer relationships with proactive and collaborative approach to managing needs.
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Gained understanding of goals, objectives and processes to meet client business needs.
- Attended networking events to build relationships and identify sales opportunities.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Interviewed clients to obtain additional information on taxable income, deductible expenses and allowances.
- Prepared US, multistate, and international tax returns for business clients.
- Researched tax implications for various deductions and credits.
Education
Qualified Charted Accountant -
The Institute of Chartered Accountants of India
New, Delhi 12.2012 - 05.2017
Master of Commerce - undefined
Gujarat University
01.2017 - 04.2007
Bachelor of Commerce - undefined
Gujarat University
07.2012 - 05.2015
Skills
Year-end tax provision proficiencyIFRS and GAAP experienceFinancial statements expertiseFinancial ManagementSoftwareDrakeEngagementsIntuit Pro-seriseQuickbooksMS officeCCHTalented Senior Accountant highly effective at solving routine and critical issues across all operational levels Specialize in preparation and review of US tax returns major returns 1040, 1065, 1120 and 1120S
Advanced financial analysis
Strategic financial planning
Bookkeeping
Finance
Tax-related research
Tax return preparation
Local, state and federal tax returns
Corporate tax preparation
Tax reporting
Software
Taxdome
Trello
Procennect
Proseries
Taxact
Quickbooks
Gosystem
Onesource
MS office
Corvee
Timeline
ADVANCE ANALYST
E&Y USA LLP
01.2023 - Current
TAX ASSOCIATE
BDO USA LLP
06.2021 - 08.2022
SENIOR ACCOUNTANT
CONFIANCE BIZSOL PVT LTD.
01.2021 - 06.2021
Account Executive
NCS GLOBAL
06.2017 - 12.2020
Master of Commerce - undefined
Gujarat University
01.2017 - 04.2007
Qualified Charted Accountant -
The Institute of Chartered Accountants of India
12.2012 - 05.2017
Bachelor of Commerce - undefined
Gujarat University
07.2012 - 05.2015