SAGHAR JIVRAJ KARELIA
Mumbai
Summary
Accomplished Accountant with a robust background in US and Canadian taxation, including expertise in 1040, 1040NR, and T1 returns, showcased at Datamatics Business Solution Ltd. Renowned for exceptional teamwork, collaboration, and client coordination skills. Proven track record in enhancing tax return processes and training peers, demonstrating both critical thinking and interpersonal communication prowess.
Overview
4
4
years of professional experience
Work History
Accountant
Datamatics Business Solution Ltd.
12.2021 - Current
- Preparation of 1040, 1040NR, FBAR, streamline returns for Form 1040, cross-border tax returns, Form 5471, Form 8858.
- Reviewer of 1040, 1040NR, FBAR, and cross-border tax returns.
- Preparation of Canadian individual tax returns (T1 Returns)
- Basic knowledge of business returns, like 1065 and 1120S.
- Working with different CPA clients for tax returns.
- Working on different software to file taxes, i.e., CCH Axcess, Pro-Fx, CaseWare, and Lacerate.
- Train team members on cross-border taxes and Canadian tax filing.
- Coordinate with the clients via meeting to discuss the tax returns and other projects.
- I visited Canada for two weeks to discuss the client requirements and work on future tax returns.
Associate
Datamatics global service Limited
12.2020 - 04.2021
- Preparation of U.S. individual tax returns and bookmarking the documents (1040).
- Reviewer of 1040 individual returns.
- Preparation of the investment reconciliation worksheet.
- Complemented with good feedback from the client, and delivered the good quality of returns.
Associate
Datamatics global service Limited
12.2020 - 04.2021
- I trained and learned how to prepare the U.S. individual tax return (1040).
- Preparation of U.S. individual tax returns and bookmarking the documents (1040).
- Preparation of the investment reconciliation worksheet.
Education
HSC -
Oriental College of Commerce and Management
Andheri04.2021
BMS - Finance
M.V. M's College of Commerce & Science
Andheri04.2019
SSC -
Hume High School
Byculla02.2016
Skills
- US Individual Taxation - 1040 , 1040 NR , T1
- Teamwork and collaboration
- Planning and coordination
- Organization and time management
- Flexible and adaptable
- Critical Thinking
- Interpersonal communication
Accomplishments
- Achieved new Wins for the company in different categories.
- Received Client appreciation on adapting cross border tax in limited period of time.
- Won Star of the month 2 times by giving good quality return and billable hours.
Languages
- English
- Hindi
- Marathi
- Gujarati
Declaration
The above information is true of my best knowledge .
Saghar Jivraj karelia
Timeline
Accountant
Datamatics Business Solution Ltd.
12.2021 - Current
Associate
Datamatics global service Limited
12.2020 - 04.2021
Associate
Datamatics global service Limited
12.2020 - 04.2021
HSC -
Oriental College of Commerce and Management
BMS - Finance
M.V. M's College of Commerce & Science
SSC -
Hume High School
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