Summary
Overview
Work History
Education
Skills
Websites
Certification
Languages
Custom
Timeline
Generic
Sujith P S

Sujith P S

Ernakulam

Summary

  • IRS Enrolled Agent (EA - February 2024) - As a Certified IRS Enrolled Agent, I bring a passion for tax law and a commitment to providing exceptional service to clients.
  • Proficient in Tax preparation and eager to expand my expertise in tax planning and resolution.
  • Strong foundation in tax laws and regulations, coupled with a proactive to learning and professional development.
  • Dedicated to delivering accurate, timely, and personalized solutions to meet clients needs. 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 US Tax Consultant.

Associated with KPMG

Tax Associate with one tax season experience in Tax preparation, Compliance, and Research.

I Lead Tax Academy Hyderabad

  • Completed Enrolled Agent (EA) license training with Real Time Tax Return preparation Knowledge on Individual and Business Tax Returns - Forms 1040, 1040 NR, 1040 SR, 1040X, ITIN, FBAR, FATCA, 1120S, 1120,1065, 709,706 etc.
  • Practical knowledge with Drake Tax Software - Actively participating in the preparation of sample tax returns sourced from various channels, ensuring compliance with the latest tax laws and regulations.
  • Quickbooks Online - Completed Quickbooks online training course from Intuit , proficient in managing company books.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Manager - Audit

Muthoottu Mini Financiers Ltd
Kochi
09.2016 - 08.2023
  • Responsible for Leading the Audit Team
  • Analyzing and Reviewing day to day Internal Audit reports
  • Full & Final Settlement clearances
  • Follow Up with Inter Departments for Audit Query Closure Closure of Audit Reports& Review of Auditors Performance
  • Surprise Audit at the Branches as and when required.

Cash Inspector

Bahrain Exchange Co.WLL
Safat
01.2013 - 08.2016
  • Scheduling Surprise Branch visit programs
  • Branch Inspection - For stock verification (Local & Foreign Currency, Demand Drafts) Cross Selling product transactions
  • Preparation and Submission of Inspection Reports
  • Assisting the Senior Auditor for Branch and HO Audit.

Tax Associate

EXL (Associated with KPMG)
Kochi
09.2011 - 04.2012
  • Worked as US Tax Associate for KPMG for One Tax Season
  • Key Responsibilities: Preparation of 1040 Federal & State Tax Returns and supporting Schedules( Like A to E)
  • Preparation of relevant Schedules
  • Advise client to obtain additional information on taxable income, deductions & credits
  • Follow up with the client regularly and resolve query (if any)
  • Ensuring filing is done with in the deadline
  • Maintaining quality of the form 1040 by self-assuring before sending it for senior review
  • Organize the Source documents as per their respective schedules and preparation of work papers of tax returns as per client's requirement
  • Review returns from Source Documents, Tax Organizer, Emails and Handwritten Notes provided by the client
  • Possessing Basic knowledge of tax law and statutory regulations.

Accounts Executive

Shriram Life Insurance Company
Kochi
08.2006 - 09.2011
  • Preparation of Bank Reconciliation Statement
  • Posting Accounting entries into the accounting software
  • Responsible for processing payments to the customers, agents and vendors
  • Performing office administration roles and co ordination with banks.

Education

MBA - Finance -

St.Pauls College

B.COM -

University of Calicut

PLUS -2 -

GHSS Iranikulam

SSLC -

GHSS Iranikkulam

Skills

  • Knowledge on US Tax Laws and Compliance
  • US Individual returns preparation
  • US Business Taxation preparation
  • Drake Software
  • Intuit QuickBooks online
  • Bank Reconciliation
  • Accounting
  • Accounting concepts
  • Fraud investigations
  • Internal Controls
  • Audit Planning
  • Bookkeeping
  • Risk Management
  • Internal Revenue Service Correspondence
  • Corporate tax preparation
  • Multi-state tax filing
  • Tax consulting
  • Microsoft Office

Certification

  • IRS Enrolled Agent
  • QuickBooks Online
  • H&R Block Tax Knowledge Assessment Test - Tax Associate 2023

Languages

Malayalam
First Language
English
Proficient (C2)
C2
Hindi
Intermediate (B1)
B1
Tamil
Intermediate (B1)
B1

Custom

References available upon request.

Timeline

Manager - Audit

Muthoottu Mini Financiers Ltd
09.2016 - 08.2023

Cash Inspector

Bahrain Exchange Co.WLL
01.2013 - 08.2016

Tax Associate

EXL (Associated with KPMG)
09.2011 - 04.2012

Accounts Executive

Shriram Life Insurance Company
08.2006 - 09.2011

MBA - Finance -

St.Pauls College

B.COM -

University of Calicut

PLUS -2 -

GHSS Iranikulam

SSLC -

GHSS Iranikkulam
Sujith P S