Garishma Rajkanan

Tax Associate at Sanjay Taxpro Inc
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Location
منطقة خليج سان فرانسيسكو

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Credentials

  • Certified Public Accountant (CPA)
    NYS Society of CPA's

Experience

    • United States
    • Accounting
    • 1 - 100 Employee
    • Tax Associate
      • ‏فبراير 2017 - - الحالي

      • Prepare federal and state income tax returns for C and S corps, partnerships, LLCs, and individuals, including multi-state compliance, and international tax compliance on Form 1116, 2555, PFIC (Completed over 260 returns)• Provide bookkeeping and payroll for small and medium size business clients; including year-end close, bank reconciliation, generated P&L, BS, and adjusted TB for tax return preparation.• Assess tax implications of complex stock trading transactions and various types of stock options/grants, sale of real property, and advised clients accordingly• Respond to the IRS, FTB and other tax authorities regarding tax filings, tax assessment notices, and other general inquiries

    • India
    • Appliances, Electrical, and Electronics Manufacturing
    • 1 - 100 Employee
    • Accounts Associate
      • 2014 - ‏نوفمبر 2016

      Managed financial transactions and record keeping with strict attention to detail. . Performed accounts receivable and accounts payable functions, maintained inventory, Reconciled and balanced accounts, and generated invoices and monthly statements. Managed financial transactions and record keeping with strict attention to detail. . Performed accounts receivable and accounts payable functions, maintained inventory, Reconciled and balanced accounts, and generated invoices and monthly statements.

    • Banking
    • 100 - 200 Employee
    • Branch Banking
      • 2009 - 2012

      • Facilitated implementation of new and revised policies and procedures throughout the branch and responsible for error free and smooth processing of Retail Banking Operations which includes Clearing Check and authorize transfer requests, RTGS, NEFT, stop payment, account closure request etc.,• Revamped customer complaint resolution process, which reduced the similar complaints by 70%• Reviewed all critical reports and ensured staff’s compliance with audit requirements• Monitoring of dummy accounts, suspense accounts, deferred accounts, accounts payable/ receivable, Reconciliation and maintenance of suspense accounts register as per the required format• Verification and authorization of Fixed deposit, RD and other customer instruction forms and ensure zero defect• Raised quality audit and fraud alerts for operational errors / suspicious transactions and followed-up the action-taken report, if any.• Executed a Lobby Management process which helped reduced customer wait time, transaction time and branch transaction cost.• Prepare and maintain daily and monthly branch sales and CASA value MIS and presenting the same during branch review• Cross-sold bank products and services to increase sales and revenues.

    • India
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Management Trainee
      • ‏يونيو 2008 - ‏أغسطس 2008

      • Developed an MIS for evaluating customer satisfaction rate.Analyzed the effect of reservation executive interaction with customer on their perception regarding the service. • Monitored, evaluated and counseled staff of 78 reservation executives and customer relation executives to increase productivity and customer satisfaction.• Take appropriate measures to deal with poor feedback.• Customer satisfaction rate increased by 14% • Developed an MIS for evaluating customer satisfaction rate.Analyzed the effect of reservation executive interaction with customer on their perception regarding the service. • Monitored, evaluated and counseled staff of 78 reservation executives and customer relation executives to increase productivity and customer satisfaction.• Take appropriate measures to deal with poor feedback.• Customer satisfaction rate increased by 14%

    • India
    • Financial Services
    • 1 - 100 Employee
    • Management Trainee
      • ‏مايو 2007 - ‏أغسطس 2007

      Acquired the knowledge of equity trading and studied the trading and investment pattern of small and medium investors in stock market. Acquired the knowledge of equity trading and studied the trading and investment pattern of small and medium investors in stock market.

Education

  • Chitkara Business school
    Master of Business Administration (MBA)
    2007 - 2009
  • Bhathiar University
    Post Graduate Diploma, Accounting and Finance
    2015 - 2016
  • Panjab University
    Bachelor's degree, Economics
    2004 - 2007
  • Panjab University
    Bachelor of Arts (English Hons
    -
  • Punjab Technical University
    MBA, Certificate
    -
  • University of North Alabama
    Accounting
    -

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