Alan Sam Vaghese

ACCA Affiliate with hands-on experience in US taxation, bookkeeping, payroll processing, and financial reporting. Currently pursuing the US CPA qualification to deepen expertise in US GAAP, taxation, and accounting standards. Experienced in preparing Individual, Partnership, S Corporation, and corporate tax returns under CPA supervision while managing accounting engagements using QuickBooks and Xero.

Strong analytical, problem-solving, and client communication skills with a proven ability to deliver accurate, compliant, and timely financial solutions in a fast-paced environment.

Tax Associate at Maya and Associates (Mayatax) (2025-01 – Present)

• Managed financial records for 50+ clients using QuickBooks, Xero, and Excel, ensuring 99% accuracy in bookkeeping and financial reporting.
• Prepared federal and state tax returns, including Individual (Form 1040), Partnership (Form 1065), S Corporation (Form 1120-S), and Corporate (Form 1120) returns under CPA supervision, ensuring compliance with IRS regulations.
• Processed payroll for 40+ employees using Gusto and ADP, ensuring 100% compliance with payroll regulations and timely salary disbursement.
• Developed automated macros, cutting data entry time by 20% and reducing manual errors by 30%.
• Conducted financial analysis on $10M+ in annual transactions, identifying trends that improved decision-making.
• Communicated with clients to obtain tax documentation, resolve information requests, and support the timely completion of tax filings and accounting engagements.

Academic Content Curator at Triple I Commerce Academy (2023-07 – 2025-01)

• Strengthened internal controls through collaboration with cross-functional teams, ensuring compliance with financial policies.
• Identified 5+ new business opportunities through comprehensive market research, supporting strategic growth.
• Analyzed datasets containing over 1,000 records, deriving actionable insights to inform business strategies.
• Delivered 10+ performance reports, enhancing decision-making and aligning processes with organizational goals.
• Optimized content creation workflows by implementing new project management tools, increasing overall efficiency by 20% and reducing turnaround time for deliverables by 25%.

Intern at KPMG (2023-08 – 2023-11)

• Reviewed 10+ lease agreements, improving compliance and reducing discrepancies by 30%.
• Analyzed 20+ financial contracts, mitigating financial risks and ensuring regulatory compliance.
• Optimized revenue recognition, reducing reporting errors by 25% and improving IFRS compliance.

ACCA – ACCA (Association of Chartered Certified Accountants) (2021-10 – 2026-06)

Candidate – US CPA

Master of Commerce (M.Com) – Jain University

Bachelor of Commerce in Finance & Tax – Kerala University (2021-09 – 2024-09)