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
8
8
years of professional experience
Work History
Tax Preparer & Reviewer
Perfect Tax and Financial Services
01.2024 - Current
Knowledge & Experience of form 1040, 1065 & 1120.
Analysed financial records to verify accuracy of tax returns.
Communicated with clients regarding tax situations, providing guidance on financial decisions.
Prepared tax returns for clients in various industries according to government regulations and requirements.
Completed and filed returns with tax departments at local, state, and federal levels.
Ensured compliance with federal and state tax regulations by staying up-to-date on the latest tax laws.
Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
US Accounting
Tax Preparer
Perfect Tax and Financial Services
05.2022 - 01.2024
Tax Preparer
Accounts Assistant
Perfect Tax and Financial Services
01.2021 - 04.2022
US Accounting
Developed and maintained comprehensive filing systems for financial documentation and reports.
Analyzed financial data to support budget planning and forecasting initiatives for management review.
Accountant Assistant
QX Global
08.2017 - 12.2018
Prepared and mailed invoices to customers, processed payments, and documented account updates.
Maintained clean and organized files by keeping accounts payable records up-to-date.
Maintained an organized filing system for easy access to financial documents, improving overall efficiency.
Reduced errors in data entry by implementing a system of double-checking and cross-referencing information.
Contributed to a positive work environment through effective teamwork, communication, and collaboration within the accounting department.
Education
MBA - Finance
Gujarat Technological University
BBA - Management
Gujarat University
Skills
Ultra Tax
Quick Book (Online & Desktop)
Xero
Capium
IRIS
Languages
English
Hindi
Gujarati
Education Summary
MBA, Finance, Gujarat Technological University
BBA, Management, Gujarat University
Certificates Projects
Certified by Bharati Vidya Bhavan in Telly ERP 9.
The MBA project was about 'NPA Management Strategies in Indian Banks'.
Certificated by HDFC Bank for the painting competition on the theme of 'Shades of Life'.