Summary
Overview
Work History
Education
Skills
Certification
References
Hobbies and Interests
Projects
Work Preference
Timeline
Manager
Shweta

Shweta

Gurgaon

Summary

Ambitious individual with hands-on training in fast-paced tax services office. Highly proficient in preparing federal, state and local tax returns and conducting tax planning and research. Well-versed in tax regulations and accounting pronouncements. Excited to launch career as accounting and tax professional.

Overview

1
1
years of professional experience
5
5
Certification

Work History

Tax Associate

BDO RISE
07.2022 - 08.2023
  • Ensured compliance with applicable laws and regulations regarding taxation matters.
  • Reviewed and analyzed financial statements to identify tax liabilities and potential deductions.
  • Attended continuing education courses related to taxation topics.
  • Collaborated with colleagues across the organization on special projects relating to taxation matters.
  • Maintained up-to-date knowledge of all current developments in taxation law, regulation, policy or practice.
  • Prepared federal, state, and local tax returns for companies and partnerships.
  • Performed detailed reviews of client accounts prior to filing taxes in order to identify any discrepancies or errors.
  • Prepared tax return documents for clients.
  • Implemented electronic filing procedures to streamline tax return processing and reduce errors.
  • Maintained strict confidentiality of client information in accordance with privacy laws and regulations.
  • Performed detailed record-keeping for all tax files and documentation for future reference.
  • Managed multiple tax preparation projects simultaneously, ensuring timely completion and filing.
  • Analyzed tax regulations and updated knowledge regularly to stay compliant with changes in tax laws.
  • Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.

Accounting Intern

B. V. Swami & Co
Bengaluru
11.2021 - 05.2022
  • Maintained accurate records of all activities performed throughout internship period.
  • Collaborated with other team members on special projects when needed.
  • Prepared bank reconciliations and journal entries to record transactions in the general ledger.
  • Reviewed and analyzed financial statements for accuracy and discrepancies.
  • Assisted in preparing financial statements such as income statement, balance sheet, cash flow statement.

Intern

HDFC BANK
SONIPAT
05.2019 - 06.2019
  • Maintained accurate records of all activities performed throughout internship period.
  • Identified needs of customers promptly and efficiently.
  • Determined consumer needs to provide products and services appealing to larger market.

Education

M. Com (Financial Analysis) - Accounting And Finance

St. Joseph's College of Commerce (Autonomous)
Bengaluru
07-2022

B. Com (H) - Finance & Operations

Amity Business School, Lucknow
Lucknow
08.2020

Class 12 -

Army Public School, Mumbai
01.2017

Class 10 -

KVS
01.2015

Skills

  • Tax planning
  • Accounting Principles
  • Tax law expertise
  • GAAP knowledge
  • Records Management
  • Tax reporting
  • Tax Return Preparation
  • Organization skills
  • Teaching skills

Certification

  • Financial Markets - Yale University (Coursera)
  • Behavioral Finance - Duke University (Coursera)
  • Understanding Research Methods - University of London(Coursera)
  • CFA 1 Equity Investments - Udemy
  • Blockchain - Udemy
  • Writing a business case - (LinkedIn)
  • Introduction to Corporate Finance - (Coursera)
  • Understanding Research Methods - (Coursera)
  • Portfolio and Risk Management - (Coursera)

References

  • Dr. Sana Moid, Assistant Professor, Amity Business School, smoid@lko.amity.edu
  • Ms. Rashmi Tripathi, Assistant Professor, Amity Business School, rtripathi@lko.amity.ed

Hobbies and Interests

  • Writing
  • Photography
  • Reading
  • Traveling
  • Learning & Teaching

Projects

Research Paper - Study on Direct Tax Code & it's impact on Tax Evasion. 

Study on Impact of Crude Oil Prices on Indian Stock Market. 

Study on the Digitalization of Banking Sector with reference to HDFC Bank Ltd. 

Study on the NON-PERFORMING ASSETS of PUNJABNATIONAL BANK.

Work Preference

Work Type

Full Time

Location Preference

On-Site

Important To Me

Company CultureWork-life balancePersonal development programsCareer advancement

Timeline

Tax Associate

BDO RISE
07.2022 - 08.2023

Accounting Intern

B. V. Swami & Co
11.2021 - 05.2022

Intern

HDFC BANK
05.2019 - 06.2019

M. Com (Financial Analysis) - Accounting And Finance

St. Joseph's College of Commerce (Autonomous)

B. Com (H) - Finance & Operations

Amity Business School, Lucknow

Class 12 -

Army Public School, Mumbai

Class 10 -

KVS

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