Sohel Kazi
Surat
Summary
Dynamic tax professional with extensive experience at Strategic Tax Consultants, excelling in full-cycle bookkeeping and tax planning. Proven track record in optimizing client tax positions and ensuring compliance across multi-state jurisdictions. Adept at mentoring junior staff while delivering high-quality results and enhancing operational efficiency.
Overview
1
1
Certification
11
11
years of professional experience
Work History
Team Leader
Strategic Tax Consultants
Surat
01.2019 - Current
- Oversee and review of federal & state tax returns for Individual and a variety of business entities, including partnerships, S-corporations, C-corporations, and LLCs
- Collaborated with CPAs, team members, and clients to enhance accuracy and efficiency in tax engagement management.
- Reviewed and validated collected data, confirmed filing requirements, and determined allowable benefits and deductions to optimize client tax positions.
- Researched federal and state tax issues, analyzed complex tax matters, and assisted in preparing practical tax solutions and compliance strategies
- Responded to IRS and state notices, maintained compliance documentation, and supported tax planning initiatives to ensure regulatory adherence.
US Bookkeeper and Tax Preparer
Strategic Tax Consultants
Surat
03.2015 - 12.2018
- Prepared and reviewed 300+ individual and business tax returns annually with a strong focus on accuracy, compliance, and minimizing amended filings.
- Reconciled year-end financial records and adjusted books to ensure accuracy before initiating business tax return preparation.
- Processed payroll, filed payroll taxes, and ensured compliance with quarterly and year-end reporting (Forms 941, 940, W-2, and 1099) to maintain regulatory standards.
- Oversaw sales tax compliance, registration, return preparation, and multi-state filings for various businesses, ensuring adherence to state regulations.
- Managed bookkeeping functions for multiple clients using QuickBooks, ensuring timely journal entries, accurate financial statements, and thorough bank reconciliations.
- Provided accounting services to doctors, rental real estate properties, gas stations, restaurants, and e-commerce clients.
Education
Enrolled Agent -
IRS SEE Examination
IRS06-2023
Diploma in Management -
IGNOU University
New Delhi12-2013
Bachelor in Commerce -
Veer Narmad South Gujarat University
Surat, Gujarat03-2008
Skills
- Full-cycle bookkeeping
- Payroll processing
- Sales Tax preparation
- Multi-State Tax Compliance
- Tax planning
- Estimated Tax Calculations
- Depreciation Review
- Quality Review & Error Detection
- Wolters Kluwer ATX
- Pro Series
- QuickBooks Desktop and Online
- Operational Leadership
- Performance Management
- Training & Mentoring Junior Staff
- System responsibility within the organization
Languages
- Hindi
- English
- Gujarati
- Hindi
- English
Languages
English
Advanced (C1)
C1
Gujarati
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Certification
- Enrolled Agent
Timeline
Team Leader
Strategic Tax Consultants
01.2019 - Current
US Bookkeeper and Tax Preparer
Strategic Tax Consultants
03.2015 - 12.2018
Enrolled Agent -
IRS SEE Examination
Diploma in Management -
IGNOU University
Bachelor in Commerce -
Veer Narmad South Gujarat University