Summary
Overview
Work History
Education
Skills
Certification
Personal Information
Awards
Hobbies and Interests
Languages
Timeline
Generic

Sona Banu

Sheoganj

Summary

Dedicated Team Leader with expertise in quality assurance initiatives, issue resolution and interpersonal communication. Proficient with project management, personnel training and production scheduling. Sets example for work ethic, punctuality and quality.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Team Lead - US Tax Analyst

Inventyv Software Services Pvt. Ltd.
Ahmedabad
08.2022 - Current
  • Assisted customers with any questions they had about their taxes or filing status.
  • Created spreadsheets detailing income sources, deductions, credits, estimated payments.
  • Conducted research on current trends in taxation law to stay up-to-date with changes.
  • Assisted clients in responding to IRS notices of deficiency or audit findings.
  • Researched federal, state, and local laws to ensure compliance with regulations.

Senior Tax Analyst

I Link Infosoft Consultants Private Limited
Ahmedabad
06.2020 - 06.2022
  • Assisted customers with any questions they had about their taxes or filing status.
  • Conducted research on current trends in taxation law to stay up-to-date with changes.
  • Filed electronically through approved software programs.

Jr Tax Analyst

I Link Infosoft Consultants Private Limited
Ahmedabad
08.2018 - 05.2020
  • Utilized specialized software applications such as ProSystem Tax and Engagement CS for preparing individual, corporate, partnership, trust, estate and gift taxes .
  • Identified various tax credits, exemptions, and deductions available to clients.
  • Assisted in resolving IRS inquiries into client's tax filings.
  • Researched federal, state, local, and international laws related to taxation issues.

Articled Assistant

Hiten V Shah & Company
Ahmedabad
06.2016 - 07.2018
  • Tax preparation of various clients
  • Govt Audit
  • Bank Audit

Education

Certified Public Accountant (CPA) - Accounting, Taxation, Business Managment & Audit

American Institute of CPAs (AICPA)
12-2023

M.COM - Accounting And Finance

Mohanlal Sukhadia University
Udaipur, RJ
07-2023

B.COM - Accounting and Finance

Mohanlal Sukhadia University
Udaipur, RJ
01-2017

CPA, IPCC (Group 1) - Accounting, Taxation, Audit

The Institute of Chartered Accountants of India
Ahmedabad, GJ
01-2016

Skills

  • Resource Management
  • Team Leading
  • Problem Solving

Certification

  • Cleared US CPA with 89%
  • Cleared Intermediate Professional Course (IPC) group I in November 2016 Attempt.
  • Cleared Common Proficiency Test (CPT) in June 2014 Attempt

Personal Information

  • Father's Name: Abdul Latif
  • Date of Birth: 07/09/95
  • Gender: Female

Awards

  • Indra Gandhi Priyadarshini Award in 2014
  • Gargi Award in 2014
  • Secured Rank in Sirohi district in 12thStandard

Hobbies and Interests

  • Travelling
  • Reading

Languages

English, Hindi

Timeline

Team Lead - US Tax Analyst

Inventyv Software Services Pvt. Ltd.
08.2022 - Current

Senior Tax Analyst

I Link Infosoft Consultants Private Limited
06.2020 - 06.2022

Jr Tax Analyst

I Link Infosoft Consultants Private Limited
08.2018 - 05.2020

Articled Assistant

Hiten V Shah & Company
06.2016 - 07.2018

Certified Public Accountant (CPA) - Accounting, Taxation, Business Managment & Audit

American Institute of CPAs (AICPA)

M.COM - Accounting And Finance

Mohanlal Sukhadia University

B.COM - Accounting and Finance

Mohanlal Sukhadia University

CPA, IPCC (Group 1) - Accounting, Taxation, Audit

The Institute of Chartered Accountants of India
Sona Banu