Focused Tax Specialist with more than 3 years' success in preparing tax documents and minimizing liabilities. Skilled in adopting new tax regulations without impacting tax return quality. Well versed all tax filing requirements for wide range of entity types. Dedicated employee known for punctuality, pursuing employment options where good customer service and positive attitude will make a difference.
Met with clients to gather information and discuss line item tax return components.
Prior year prepares 150 federal and state return.
Applied federal and state government regulations to prepare accurate and compliant tax returns for clients in small business.
Submitted tax through online platforms and direct IRS online software to minimize customer filing delays
Exactly followed form instructions and the applicable tax tables to produce clean, accurate documentation for state and federal taxes.
Calculation the exact taxes owed to avoid errors on client returns
Used to prepare form such as 1040, 1120 and 1065 with impeccable , procedure and data entry errors.
05/2014 to 05/2017
AccountantAnoka County, Mn – Anoka, MN,
Collaborated extensively with auditors during preliminary and year-end audit processes.
Aligned all financial activity with GAAP regulations and standards.
Prepared monthly and year-end closing statements, financial documents and invoices.
Prepared journal entries and accurately entered data into accounting software.
Prepared and managed schedules for accruals, asset depreciations and prepaid expenses.
Reviewed bank statements and reconciled bank and company records.
Created and executed short- and long-term customized comprehensive financial strategies to reach company goals.
04/2009 to 06/2013
Finance Executive OfficerCanara Bank – City, STATE,
Built client relationships by acting as the liaison between the customer service and sales teams.
Created proposals for new and repeat customer business transactions.
Obtained and evaluated credit information about prospective customers.
Worked collaboratively in team environment.
Built relationships with customers and the community to establish long-term business growth.
Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs.
Analyzed budgets, financial reports and projections for accurate reporting of financial standing.
Led monthly meetings with directors to analyze spending and provide financial recommendations.
Monitored and analyzed financial, statistical and operational data trends.
Created and maintained precise and accurate models, charts and reports.
Consolidated financial data and materials for key leadership meetings.
Managed, tracked and monitored financial updates, watch lists and insurance files.
Worked with managers to develop annual expense plan goals.
Prepared accounts and conducted audits according to regulatory requirements.
Maintained internal controls and safeguards for revenues, costs, budgets and expenditures.
03/2007 to 01/2009
Accounts AssociateAlderwood Trust – City, STATE,
Generated financial statements and facilitated account closing procedures each month.
Compiled general ledger entries on a short schedule with nearly 100% quality achievement in terms of standard formatted process.
Total reconciliation for SCI(service corporation international) and AWGI ( Trust) Reporting to the clients regarding reconciliation queries, working on monthly deadline targets.
Attending weekly and monthly conference calls.
Providing accurate inputs for process standardization.
Responded to customer emails, chat requests and telephone calls to answer questions, provide information and resolve problems.
Reviewed purchase documents and company receipts for reconciliation with statements.
Supported efficient accounting operations with high-quality administrative support.
Researched financial data and trends to coordinate monthly, quarterly and yearly budget planning.
Education and Training
Expected in 03/2008 to to
MBA: Finance City College - Bangalore, INDIA, GPA:
Completed coursework in Tax Management, quantitative techniques, Staff Accounting, managerial Economics, Advanced Financial Management and Marketing Management.
Scored 74% of class
Expected in 2006 to to
BBA: Commerce, Finance Surana College - Bangalore, INDIA, GPA:
Incometax theory, Auditing, Marketing Management, Statistics and Cost Accounting.
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