Summary
Overview
Work History
Education
Skills
Timeline
Generic

Shubham Sarathkar

Summary

Proven Tax Consultant at Deloitte with a strong background in corporate tax preparation and exceptional customer service skills. Leveraged expertise in document preparation and tax form completion to minimize client taxes and enhance filing accuracy. Demonstrated multitasking abilities and decision-making prowess, significantly improving team productivity and client satisfaction.

Overview

4
4
years of professional experience

Work History

Tax Consultant

Deloitte
05.2023 - Current
  • Furnished taxpayers with sufficient information and advice to facilitate correct tax form completion.
  • Used appropriate adjustments, deductions and credits to keep client's taxes to minimum.
  • Checked data input and verified totals on forms prepared by others to detect errors in arithmetic, data entry or procedures.
  • Analyzed financial documents to accurately reflect client information on tax returns.
  • Utilized tax software to prepare returns and meet deadlines.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.

Credit Officer

Birla
01.2023 - 05.2023
  • Recommended approval or disapproval of commercial, real estate or credit loans.
  • Performed semi-annual account credit limit reviews and credit increase review requests from financial service and sales teams.
  • Obtained and reviewed credit reports, credit references, credit insurance and financial statements to establish credit limits for new accounts.
  • Used [Software] and [Software] to perform credit appraisals, document verification and loan approvals.

Customer Service Representative

Teleperformance
01.2022 - 12.2022
  • Responded to customer requests for products, services, and company information.
  • Increased efficiency and team productivity by promoting operational best practices.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Promptly responded to inquiries and requests from prospective customers.

Customer Service Representative

Altruist Group
03.2020 - 12.2020
  • Responded to customer requests for products, services, and company information.
  • Promptly responded to inquiries and requests from prospective customers.

Education

MBA - Finance

International Institute of Professional Studies
Indore, India
05.2023

Master of Commerce - Commerce

J H College Betul
Betul
05.2021

Bachelor of Commerce - Commerce

J H College Betul
Betul
05.2019

High School Diploma -

R D Public School Betul
Betul
03.2016

Skills

  • Customer Service
  • Document Preparation
  • Corporate tax preparation
  • Tax Form Completion
  • Time Management
  • Multitasking Abilities
  • Decision-Making
  • Problem-solving abilities

Timeline

Tax Consultant

Deloitte
05.2023 - Current

Credit Officer

Birla
01.2023 - 05.2023

Customer Service Representative

Teleperformance
01.2022 - 12.2022

Customer Service Representative

Altruist Group
03.2020 - 12.2020

MBA - Finance

International Institute of Professional Studies

Master of Commerce - Commerce

J H College Betul

Bachelor of Commerce - Commerce

J H College Betul

High School Diploma -

R D Public School Betul
Shubham Sarathkar