Summary
Overview
Work History
Education
Skills
Software
Timeline
Generic
Raj Shah

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 proficiencyundefined

Software

Drake

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

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Raj ShahSEMI QUALIFIED CHARTED ACCOUNTANT