SUMIT GUPTA
FINANCIAL CONSULTANT
GHAZIABAD
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Enthusiastic Tax Professional experienced in GST and Income tax returns. Applies in-depth knowledge of tax code protocols to optimize returns. Personable and thorough with 6 years of industry expertise. Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization. Efficient Financial Consultant familiar with local, state and federal tax law. Expertise includes developing individualized client strategies and reviewing financial statements. Proficient in Microsoft Excel, Word, PPT, Tally, Busy. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Financial and GST expert position. Ready to help team achieve company goals.
Overview
7
7
years of professional experience
6
6
years of post-secondary education
Work History
GST CONSULTANT
MODI DHAVALAGI AND CO
GHAZIABAD
09.2019 - Current
- Interviewed clients to obtain additional information on taxable income, deductible expenses and allowances.
- Furnished taxpayers with sufficient information and advice to facilitate correct tax form completion.
- GST Registration, Returns Filing, ITC related cases
- GST Legal Canvas Management
- Financial Supervisions, Interpreting Reports
- Checked data input and verified totals on forms prepared by others to detect errors in arithmetic, data entry or procedures.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Facilitated communication between clients and tax authorities.
- Analyzed financial documents to accurately reflect client information on tax returns.
- Utilized tax software to prepare returns and meet deadlines.
- Calculated estimated tax payments for clients.
- Offered clients recommendations to reduce tax liabilities.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Researched tax implications for various deductions and credits.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Finance Executive
Akanksha Welfare Foundation (Society)
DELHI
04.2018 - 09.2019
- Analyzed financial statements against forecasts to prepare high-level variance analysis.
- Introduced software tools and process improvements to mitigate loss and drive operational growth.
- Enhanced internal control systems and procedures to mitigate risk and support opportunities.
- Maintained responsive organization with sustained revenue growth through industry forecast monitoring and deliberate financial planning.
- Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
- Ran feasibility analyses to inform investments and partnerships.
- Partnered with IT and operational leadership to develop financial business plans with detailed benchmarks.
- Improved overall financial reporting by streamlining control processes and reporting structures.
Paid Intern
AVRM & Associates (CA Firm)
DELHI
11.2016 - 04.2018
- Completed various clerical duties such as maintaining memos, organizing documents and faxing.
- Answered phone inquiries to provide basic company information and direct callers to appropriate personnel.
- Participated in departmental planning sessions for both day-to-day activities and special projects.
- Compiled and coordinated materials necessary for routine business transactions.
- Helped set project milestones for timely deliverables.
- Managed office supplies and maintenance of coffee, drinks and snacks.
- Updated internal databases with accurate, thorough information regarding employees.
- Performed research for special projects.
- Maintained record of calls, emails and visits to office.
- Took notes and memos during meetings and conferences to prepare summaries, drafts and reports.
Education
Bachelor of Commerce - Commerce
UNIVERSITY OF DELHI
DELHI 07.2014 - 06.2017
Bachelor of Legislative Law (L.L.B) - LAW
CH.CHARAN SINGH UNIVERSITY
MEERUT 04.2018 - 09.2021
Skills
Soft and pointed Communication
undefinedAccomplishments
Teacher Training Course (TTC) in Transcendental Meditation (TM) in 2018 .
Have taught Meditation to almost 150 persons since 2018 .
Got 99% Marks in Economics at B.com Final Year .
Timeline
GST CONSULTANT
MODI DHAVALAGI AND CO
09.2019 - Current
Finance Executive
Akanksha Welfare Foundation (Society)
04.2018 - 09.2019
Bachelor of Legislative Law (L.L.B) - LAW
CH.CHARAN SINGH UNIVERSITY
04.2018 - 09.2021
Paid Intern
AVRM & Associates (CA Firm)
11.2016 - 04.2018
Bachelor of Commerce - Commerce
UNIVERSITY OF DELHI
07.2014 - 06.2017
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