Summary
Overview
Work History
Education
Skills
Languages
Accomplishments
Additional Information
Certification
Timeline
Generic

Sarthak Pathak

Hisar,HR

Summary

A motivated and efficient Tax Associate, familiar with state and federal tax returns. Knowledgeable in overseeing source documents, accurate preparation of work-papers and tax returns. Pursuing role with tax preparation services organizations.

Overview

5
5
years of professional experience
1
1
Certification

Work History

US Tax Associate

Alliant Talent India Pvt. Ltd
06.2023 - Current


  • Working as per the US GAAP principles
  • Preparing Corporation returns (Form 1120 & 1065) using CCH Access Software at Federal level
  • Preparing work papers in Advance Flow software, which is used to prepare for large clients and handling huge data
  • FAS Software for preparation of depreciation report (Form-4562)
  • Preparing International returns like (Form5471)
  • Preparing the work papers in excel using all excel technical skills
  • Preparing extensions for clients for Federal and state returns.
  • Have assisted another team for a month by preparing individual returns (Form 1040) for their client on ProSeries

Summer Intern

Britannia Industries
07.2022 - 09.2022
  • Understanding supply chain of the company- Processing transactions on recording of raw materials and assets on SAP 4-HANA.
  • Understanding on how supply plans are prepared.
  • Conducting Bi-weekly audits of raw materials and final goods for the planning of production and supply, and calculation of variances in production and planning on taking necessary steps.
  • Preparation of GST Bills and E-way bills.

Payroll Processor

Wipro HR Services Pvt. Ltd.
07.2019 - 06.2020
  • Preparation of Payrolls and W-2s.
  • Consulting clients to enroll for HSA, HRA and 401ks
  • Preparation of documents for filing of tax returns (Form-1040)
  • Communicating with clients over chats and emails.

Winter Intern

So Delhi
12.2018 - 03.2019
  • Analyzed problems and worked with teams to develop solutions.
  • Completed research, compiled data, updated spreadsheets, and produced timely reports.
  • Interacted with customers by phone, email, or in-person to provide information.
  • Sorted and organized files, spreadsheets, and reports.

Education

PGDM Banking, Insurance And Finance - Banking And Financial Services

Institute of Public Enterprise
Hyderabad, India
07.2023

B. Com (Hons.) - Accounting And Business Management

PGDAV College, University of Delhi
New Delhi
06.2019

Skills

  • Multitasking
  • Meeting deadlines
  • Tax Compliance
  • Financial reports
  • Integrated accounting systems
  • Fixed asset depreciation
  • Corporate Tax Preparation
  • Document Preparation
  • Conflict resolution

Languages

English and Hindi

Accomplishments

  • Consistently received positive performance reviews.
  • Consistently received a 100% customer satisfaction rate.

Additional Information

  • Date of Birth : 02 January, 1999

Certification

  • Advanced Excel
  • SAP HANA (On the Job)

Timeline

US Tax Associate

Alliant Talent India Pvt. Ltd
06.2023 - Current

Summer Intern

Britannia Industries
07.2022 - 09.2022

Payroll Processor

Wipro HR Services Pvt. Ltd.
07.2019 - 06.2020

Winter Intern

So Delhi
12.2018 - 03.2019

PGDM Banking, Insurance And Finance - Banking And Financial Services

Institute of Public Enterprise

B. Com (Hons.) - Accounting And Business Management

PGDAV College, University of Delhi
Sarthak Pathak