Sanjeeta Kumari
Tax Experienced Associate
Ahmedabad
Summary
Seeking excellence in the field of Tax and finance & Accounts through self-motivation, hard work, and augmentation of core skills required to effectively deliver the goods. Striving to achieve excellence through selective and focused pursuit of the short- and long-term goals, through my chosen organization and work field, where knowledge and excellence are given their due.
Overview
1823
1823
years of professional experience
Work History
Tax Experience Associate
BDO RISE
Ahmedabad
12.202 - Current
- Analyzed financial data such as income statements and balance sheets to determine how it affects a client's taxes.
- Liaised between clients and tax authorities such as IRS representatives.
- Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.
- Produced work papers and lead sheets, tax projects and payment estimations.
- Reviewed and analyzed financial statements to identify tax liabilities and potential deductions.
- Prepared federal, state, and local tax returns for individuals, businesses, trusts, estates, non-profit organizations and partnerships.
- Performed detailed record-keeping for all tax files and documentation for future reference.
- Reviewed financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare returns.
Senior Accountant
Ayusewa Ambulance Services
03.2020 - 04.2022
- Reconciled accounts and created documents for monthly closure procedures.
- Updated general ledger with latest entries.
- Completed year-end closing processes with controllers and external auditors.
- Reviewed documents and accounts for discrepancies and resolved variances.
- Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
- Reconciled balance sheets and streamlined best practices for balance sheet processes.
- Analyzed financial statement discrepancies, identifying issues, and recommending corrective actions to prevent future occurrences.
- Maintained accurate depreciation schedules for fixed assets, coordinating with asset managers for timely recording of acquisitions or disposals.
- Provided journal entries and performed accounting on accrual basis.
- Prepared working papers, reports and supporting documentation for audit findings.
Senior Accountant
J N Kanabar and CO.
Ahmedabad
07.2017 - 02.2018
- Worked in Australian tax, and accounting and auditing.
- Preparation of financial statement in XERO, and handi ledger.
- Maintenance of bookkeeping, and auditing in Xero, MYOB, QuickBooks.
- Preparation of business return, and ITR in XPM, and handy tax.
- Conducting training for enhancement of skill of communication
Content Analyst
S & P Global
02.2017 - 06.2017
- Preparation of SBD.
- Analyzing Industry Classification
Tax Consultant
MBAF Service Private Limited
10.2015 - 08.2016
Advance Tax Analyst
Ernst & Young Pvt Ltd
04.2012 - 02.2014
- Preparation federal returns (1065) State returns (NYS, PA,NJ,CA,GA,DE)
- Preparation of International forms (8865,8858,8621)
- Analyzing workbook to calculate taxable income and Book Income and
- preparation of M3 workbook.
- Xml (1065) and Xml (NYS), ENJ (NJ state) Direct K-1, CAT Files.
- Clearing the Xml Co-ordination with team to rectify the issue.
- Contacting the IRA to resolve any Go system related problem diagnostic in the locator for efiling the returns
- I have directly worked with US seniors.
- I have worked on multiple engagements at the same time.
- I have worked on K-1 suite and aggregate module.
Process Executive
INFOSYS LIMITED CHENNAI
10.2010 - 03.2012
- Clearing Productivity Report.
- Invoice and cash application Report.
- To analyze and to clear the line items deducted by customer.
- The clearing is done through the below process.
- By matching debits and credits after various analysis on the line item.
- By raising debits and credits after various analysis on the line item.
- By raising credit memo and clearing the line item, provided customer deduction is valid.
- By submitting journal Entry and clearing the line item, provided customer deduction is valid.
- By submitting chargeback (Bill back) to the customer, provided customer deduction is invalid.
- To focus mainly to clear the aged 60+, 120+ & 360+ line items.
- To maintain the deduction management SLA of 12% in 60+ & 6.25% in 120+ aged items.
- Applying payments made through cheques, Wires, Lock Box and Letter of credits.
- Maintenance of Reports – Daily and MEC Reports
- Performing Quality Check on a daily basis.
- To send reports to the clients on the progress of activity.
- Presently handling team of 2 members on deduction management process.
Education
MBA - Finance
Annamalai University
Chennai, India 04.2001 -
BBA - Commerce
Patna University
Patna 04.2001 -
Skills
- State and local taxation
- Tax planning
- Tax research
- Partnership taxation
- GAAP
- Tax software proficiency
- Tax compliance
- Corporate taxation
- Accounting principles
Timeline
Senior Accountant
Ayusewa Ambulance Services
03.2020 - 04.2022
Senior Accountant
J N Kanabar and CO.
07.2017 - 02.2018
Content Analyst
S & P Global
02.2017 - 06.2017
Tax Consultant
MBAF Service Private Limited
10.2015 - 08.2016
Advance Tax Analyst
Ernst & Young Pvt Ltd
04.2012 - 02.2014
Process Executive
INFOSYS LIMITED CHENNAI
10.2010 - 03.2012
MBA - Finance
Annamalai University
04.2001 -
BBA - Commerce
Patna University
04.2001 -
Tax Experience Associate
BDO RISE
12.202 - Current
Similar Profiles
Varun BhandariVarun Bhandari
Assistant Manager at BDO RISE Pvt Ltd./BDO India LLPAssistant Manager at BDO RISE Pvt Ltd./BDO India LLP
JINAL JASWANIJINAL JASWANI
Audit Senior at BDO Rise Private Limited. (BDO USA Alliance)Audit Senior at BDO Rise Private Limited. (BDO USA Alliance)
JEEVANANDAM. NJEEVANANDAM. N
Senior Audit Associate at BDO RISE, Unit Of BDO USA LLPSenior Audit Associate at BDO RISE, Unit Of BDO USA LLP
KALPAJA LKALPAJA L
Associate - Valuation and Capital Market Analysis at BDO RiseAssociate - Valuation and Capital Market Analysis at BDO Rise
Himil BarotHimil Barot
Jr. Software and NodeJs Developer at Multitrade Softec Pvt. LtdJr. Software and NodeJs Developer at Multitrade Softec Pvt. Ltd