Staff Accountant

• Jan 2022 - Present

Tax Associate

• Apr 2021 - Dec 2021

• Provide end-to-end services for clients including federal & state tax return preparation, tax research & planning. • International tax compliance for expatriates and inpatriates including FBAR and FATCA compliance. • Analyze clients tax data to determine appropriate and optimal US filing positions, anticipate tax issues, meet time & budget constraints within deadline. • Provide end-to-end services for clients including federal & state tax return preparation, tax research & planning. • International tax compliance for expatriates and inpatriates including FBAR and FATCA compliance. • Analyze clients tax data to determine appropriate and optimal US filing positions, anticipate tax issues, meet time & budget constraints within deadline.

Tax Professional

• Sep 2020 - Apr 2021

• Provided tax return preparation, advisory services, and compliance services for high-net-worth individuals. • Received excellent feedback from the clients as well as management for providing a high-quality service tailored to individual needs. • Provided tax return preparation, advisory services, and compliance services for high-net-worth individuals. • Received excellent feedback from the clients as well as management for providing a high-quality service tailored to individual needs.

Partner

• 2010 - 2012

• Performed statutory branch audit of a leading nationalized bank for 2 successive years. • Retainers for tax on services for management of a leading healthcare chain. • Lead a team of 8 members in the concurrent audit for India’s Central Bank, to ensure statutory compliance. • Successfully liaised with the regulatory authorities for refund claims and other notice of demand on behalf of the clients. • Involved in the preparation of show cause notice replies, representations, appeals to the commissioner, customs excise, and service tax appellate tribunal. Show less

Finance Officer

• 2008 - 2010

• Finance head for the regional office managing 12 districts across 2 states with direct responsibility for a team of 6 members. • Responsible for monitoring profitability, statutory compliance, daily overseeing of budgets, reporting variances against estimates, and taking corrective action. • Established financial processes and controls for a new liquified petroleum gas (LPG) plant and got it fully operational in a record 1-month time. • Conducted major vendor negotiations, dealer credit evaluation, quarterly confirmation of balances with vendors, creditors, and dealers. • Provided finance-related inputs in the launch of a novel initiative titled “HP Anytime” which was pioneer effort in the field of Oil & Natural Gas in India. • Bagged a strategic customer for the company resulting in an increase in annual revenue. • Spearheaded financial recovery, helping the improvement of bottom-line. Show less

Audit Assistant

• 2004 - Sep 2007

• Carried out statutory audits for a broad spectrum of trading, manufacturing industries, non-profits, and banks. • Compiled the audit firm’s booklet on the annual finance bill amendments. • Electronically filed the income tax returns for different categories of individuals. • Conducted value-added tax (VAT) and stock audits. • Carried out statutory audits for a broad spectrum of trading, manufacturing industries, non-profits, and banks. • Compiled the audit firm’s booklet on the annual finance bill amendments. • Electronically filed the income tax returns for different categories of individuals. • Conducted value-added tax (VAT) and stock audits.