Summary
Overview
Work History
Education
Skills
Extra Curricular
Awards
Timeline
Generic
Shubhaam Suraana

Shubhaam Suraana

US Accounts and Taxation

Summary

Experienced professional with a proven track record of successfully managing diverse projects and leading high-performing teams. Skilled in communication and problem-solving, honed abilities through hands-on experience in challenging environments. Dedication to excellence and continuous improvement drives consistent delivery of impactful outcomes.

Overview

11
11
years of professional experience

Work History

Senior Associate

Quick BPO Services Private LTD.
01.2022 - Current
  • Experience in 1040, 1120S, 1065.
  • Payroll Returns.
  • Sales Tax Return.
  • Communicating with the IRS and NYS departments to resolve the client notices.
  • Review and finalization books of accounts.
  • Developing SOP's before the tax seasons for smooth functioning while in tax seasons.
  • Trained and supported new team members, maintaining culture of collaboration.

Assistant

Kankariya and Associates
01.2019 - 01.2021
  • Performed work related to overall business development and finance matter of textile traders.
  • Audit of hotels & petrol pumps.
  • Basic tax audits related works including appearing before Income tax department.
  • Strengthened client relationships through consistent follow-up communication and efficient problem resolution.

Advisory Consultant

Self Employed
01.2016 - 01.2019
  • Consultancy services related to house construction including negotiating prices for the clients along with man power supply and designing related services.
  • Equity research and investment advisory services.

Audit Assistant

Soni and Company
01.2015 - 01.2017
  • Audit of trusts and temples including their finance and risk management policies, procedures.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Performed strategic planning, execution and finalization of audits.


Internship

P. Singhvi and Associates
01.2014 - 01.2015
  • Concurrent and Statutory audits of banks.
  • Internal audit of publicly listed entity.
  • Audit of stock exchange market brokers.
  • Information system control audit of banks.
  • Prepared comprehensive reports summarizing data analysis findings, informing key decision-makers of important trends and patterns.

Education

Pursuing US-CPA (Certified Public Accountant) -

AICPA
04.2001 -

CA Finalist -

Institute of Chartered Accountants of India
01-2022

Bachelor of Commerce(Accounting Honors) -

Jai Narayan Vyas University
01-2015

Higher Secondary - Commerce

Central Academy School
01-2012

Skills

1040,1120S,1120,1065

IRS and other state notices

Sales Tax Return

Payroll return

1040,1120S,1120,1065

Extra Curricular

Various awards & certificates received at school level and Jain community program's. Associated with different old aged homes, orphanages, cowsheds, etc.

Awards

  • Team Leader, AIESEC Jodhpur - Global Exchange Program
  • 3rd Position for Best Presentation, Jodhpur Branch of ICAI
  • Silver Coin & 1st Position for Best Presentation, Jodhpur Branch of ICAI
  • 1st Prize in Debate Competition, NIIT (Reported in TOI newspaper)
  • Best Dancer, TICKET TO BOLLYWOOD, ARCHANGEL
  • Best Student of the Year, Central Academy School
  • Contribution in Indian Leprosy Foundation

Timeline

Senior Associate

Quick BPO Services Private LTD.
01.2022 - Current

Assistant

Kankariya and Associates
01.2019 - 01.2021

Advisory Consultant

Self Employed
01.2016 - 01.2019

Audit Assistant

Soni and Company
01.2015 - 01.2017

Internship

P. Singhvi and Associates
01.2014 - 01.2015

Pursuing US-CPA (Certified Public Accountant) -

AICPA
04.2001 -

CA Finalist -

Institute of Chartered Accountants of India

Bachelor of Commerce(Accounting Honors) -

Jai Narayan Vyas University

Higher Secondary - Commerce

Central Academy School

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Shubhaam SuraanaUS Accounts and Taxation