Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
OfficeManager

Vijay Kumar

Delhi

Summary

Dynamic tax professional with proven expertise at Knowcraft Analytics, excelling in compliance and financial accuracy. Adept in CaseWare and team collaboration, I consistently deliver precise tax reporting and enhance operational efficiency.

Overview

11
11
years of professional experience
1
1
Certification
3
3
years of post-secondary education

Work History

Team Lead

Knowcraft Analytics Private Limited
Delhi
12.2022 - Current
  • Consistently met project objectives and deadlines through effective team collaboration.
  • Reviewed forms 1065, 1120S, and 1120.
  • Maintained communication with CPA regarding client financial records and final return presentations.
  • Analyzed prior tax returns to ensure compliance and accurate reporting.
  • Evaluated balance sheets and profit-and-loss statements for tax return preparation.
  • Oversaw daily workflow management to improve operational effectiveness.
  • Submitted weekly timesheet summaries to CPA for comprehensive record-keeping.

Tax Officer

Confiance Bizsol Private Limited
Ahmedabad
02.2022 - 11.2022
  • Generated monthly financial statements tracking performance for stakeholders.
  • Prepared Form 1040, 1065, 1120S, and 1120 ensuring precise tax reporting.
  • Ensured transaction accuracy through detailed reconciliation of bank and credit card accounts.
  • Entered data in bookkeeping software to produce accurate financial statements.
  • Finalized year-end financial reports for tax and accounts purposes.

Junior Tax Associate

Erufinlaw Consulting Services Private Limited
Delhi
06.2019 - 01.2022
  • Oversaw daily accounting tasks to ensure precise financial reporting.
  • Performed reconciliations of bank and credit card accounts for accuracy.
  • Assessed bookkeeping practices for improved accuracy and compliance.
  • Applied expertise in QuickBooks (Online and Desktop) for effective management.
  • Reviewed financial statements to support strategic planning efforts.
  • Prepared tax return forms 1040, 1065, 1120S, and 1120.

Account Executive

Vijay Kapoor and Associates
Delhi
02.2014 - 05.2019
  • Prepared and filed tax return, ensuring compliance with regulations.
  • Finalized book for tax return purposes to support accurate reporting.
  • Conducted auditing of financial statements for tax audit and ROC requirements.
  • Maintained monthly and yearly accounting records for financial accuracy.
  • Filed GST return to meet statutory obligations.
  • Filed TDS return, adhering to deadlines and guidelines.

Education

CPA - Commerce

CPA
United State

Enrolled Agent -

Enrolled Agent
United State
08-2023

IPCC 2nd Group Passed - Commerce

ICAI
Delhi

Bachelor of Commerce - Commerce

University of Delhi
Delhi
05.2011 - 06.2014

Intermediate Certificate - Commerce

CBSE
Delhi
05-2011

High School Diploma -

CBSE
Delhi
05-2009

Skills

  • CaseWare
  • Lacerte (Tax Software)
  • GoFile Room
  • 1099 Track (Reporting 1099 Forms)
  • SurePrep
  • Team collaboration

Accomplishments

  • I have been recognized for consistently delivering high performance and demonstrating a strong commitment to excellence. Most recently, I received an 'Accountability' award from our U.S. Client, in recognition of outstanding service delivery,
  • I was honored with the 'Above and Beyond Performance' Award by my organization for exceptional contributions.

Certification

  • I have an enrolled agent license

Languages

Hindi
Native language
English
Advanced (C1)
C1

Timeline

Team Lead

Knowcraft Analytics Private Limited
12.2022 - Current

Tax Officer

Confiance Bizsol Private Limited
02.2022 - 11.2022

Junior Tax Associate

Erufinlaw Consulting Services Private Limited
06.2019 - 01.2022

Account Executive

Vijay Kapoor and Associates
02.2014 - 05.2019

Bachelor of Commerce - Commerce

University of Delhi
05.2011 - 06.2014

CPA - Commerce

CPA

Enrolled Agent -

Enrolled Agent

IPCC 2nd Group Passed - Commerce

ICAI

Intermediate Certificate - Commerce

CBSE

High School Diploma -

CBSE

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