SHANMUGASUNDAR K
Accountant
Summary
- An aspiring Chartered Accountancy professional with 8+ years of experience in Accounting, Preparation of Financial statements, Taxation and Statutory Audits.
- Two years of work experience with CPA firm based in U.S through a BPO for Tax preparation for Individuals and small businesses and Corporations, to prepare Federal and State income tax returns.
- Embraced changes and adapting to advancements through Pursuit for knowledge and skills to stay relevant and work and, implementing better techniques to save time and offer more accurate solutions.
Overview
9
9
years of professional experience
2
2
Language
Work History
Tax Professional
Self-Employed
03.2022 - Current
- Partnered up with Zoho Books and Assisted more than 15 entrepreneurs in the selection, implementation and Migration of accounting software to automate workflows, and helping organization and small business to remain tax compliant
- Partnered up with ClearTax - platform providing solutions for tax filing and provided expert services to 250+ clients during the tax season
- Saved taxes of 70+ clients by guiding in tax planning and restructuring of eligible exemptions/deductions
- Guided more than 20 Start‐ups and small business Consulting, Preparation of CMA Report with financial projections and ratio analysis for Business loans and housing loans
- Facilitated Company Incorporation services, Import-export code, MSME, GST, Trademark Registration, and other business registrations, Tax refunds and Drawbacks.
Tax Process Associate
US Tax
01.2020 - 02.2022
- Prepared Federal and State income tax returns of Individuals, Trust, small businesses and
- Corporations for CPA firm under US tax team
- Interpreted Taxation of entities by analyzing and comparing past year work papers,client given general ledger and financial data and widely used training materials in the process
- Demonstrated improved ability during 2021 tax season by managing 1040‐Individual, 1041‐Trust,1065‐Partnership, 1120‐S & 1120 C‐Corporation Business Returns, which is more than 300% comparing to the first tax season approximately
- Earned Above average appraisal from CPAs for maintaining consistency, high‐quality deliverable in a quick turn‐ around time, research and solve complex tax returns with minimal assistance
- Maintained confidentiality, integrity and ethical behavior, understood scope and worked in collaboration with team and solely as and when required.
Audit Senior
VEKAM and Associates Chartered Accountants
08.2016 - 12.2019
- Specialized in GST law, Registration & Migration, E-way bill and invoicing procedures,
- Preparing and filing Monthly returns GSTR-3B, GSTR-1, GSTR-4, LUT, for more than 60 clients every month regularly
- Completed filing 1200+ different Income tax Returns, ITR forms and TDS returns, Advance tax,
- MAT, DTAA, Form 15CA & 15CB, 150+ Annual return GSTR-9 & Reconciliation Statement GSTR- 9C and other compliance forms so far
- Administered Statutory audit, GST Audit, Bank audits, Stock Audits, Audit under companies act 2013, Document collation in Litigation support and Representation before tax authorities
- Conducted diverse engagements including accounting, audit & Assurance and taxation aspects for diverse business organizations such as,
- Process and production of Industrial and Domestic pumps with branch offices across India
- Production and Distribution of Pharmaceutical products
- Wholesale & Retail Trade of Ceramic tiles having retail outlets across the state
- Dealer of FMCG goods with product‐based divisions internally and branches
- Schools, colleges and hostel for students established under Religious & Educational Trust
- Prepared Financial and cash flow statements & audit reports in accordance with relevant standards, regulations and legislation, Financial reporting and Review
- Trained almost 10+ Juniors & articled clerks, sharing best practices, delegating work in promoted supportive and inclusive work environment.
Articled Trainee
VEKAM and Associates Chartered Accountants
08.2013 - 08.2016
- Performed under supervision of seniors, adherence to the principal upon delegation and completion of tasks assigned
- Work Exposure: Audited books of accounts, Vouching and verification of transactions, Financial Accounting for diverse business types, Bank reconciliation, Preparation of financial statements & Audit reports, safe keeping of records & evidence as accurate, complete and sufficient
- Expanded knowledge in Excise, Service tax, VAT/CST, Income tax & TDS filing, ESI & PF,
- Ministry of corporate affairs compliance Filing with registrar of companies.
Education
CA Final Group 2 -
Institute of Chartered Accountants of India
Skills
Zoho books, Quick Books, Xero, Tally ERP 9 & Tally Prime and Good books
CCH Axcess, CCH ProSystem FX Engagement for and CCH Answer Connect,CCH ProSystem Fx Practice Management
Winman Tax, Winman GST, Cleartax, Optotax GST, Computax, GST and Income tax Govt Java Utility
Microsoft Excel, Word, PPT, Adobe Tools, Google sheet and Cloud ToolsData Analysis, Teamwork, Multi-Tasking, Remote working and DigitalLiteracy Skills, Communication & Diplomacy, Versatility and ResilienceLanguages known
Tamil and English
Timeline
Tax Professional
Self-Employed
03.2022 - Current
Tax Process Associate
US Tax
01.2020 - 02.2022
Audit Senior
VEKAM and Associates Chartered Accountants
08.2016 - 12.2019
Articled Trainee
VEKAM and Associates Chartered Accountants
08.2013 - 08.2016
CA Final Group 2 -
Institute of Chartered Accountants of India