Pooja Patel

Detail-oriented Accountant with 3+ years of U.S. payroll and tax experience, including end-to-end payroll processing, multi-entity tax return preparation (Forms 941, 940, 1065, 1040, 1120S), and direct IRS representation. Currently pursuing U.S. CPA licensure. Known for building strong client relationships and translating complex tax regulations into clear, actionable guidance.

Accountant at Dilip Patel & Company (2023-11 – 2026-07)

• Managed end-to-end payroll processing for a diverse client portfolio, ensuring accuracy and full compliance with state and federal regulations.
• Prepared and filed quarterly payroll tax returns (Form 941), annual returns (Form 940), and business tax returns (1065, 1040, 1120S).
• Represented clients in direct communication with IRS representatives, resolving tax notices and negotiating settlements.
• Delivered strategic tax planning for individuals, corporations, and trusts, optimizing tax positions and minimizing liabilities.
• Partnered with cross-functional teams to design comprehensive tax solutions and long-term client planning strategies.

Accountant (Internship) at Yogesh Thakkar & Associates (2019-08 – 2021-06)

• Assisted senior accountants with audits and reviews of client financial statements.
• Prepared tax returns for individuals, partnerships, and corporations under professional supervision.
• Researched accounting standards and tax regulations to support client advisory services.

Investment Associate at Neminath Portfolio Management Services Pvt. Ltd. (2018-01 – 2019-07)

• Supported portfolio managers in delivering tailored investment recommendations to individual clients.
• Conducted investment and market trend analysis to inform client portfolio decisions and asset allocation.

Accountant – Billing Department at Paramount Tours and Travels Pvt. Ltd. (2016-10 – 2017-12)

• Reconciled billing discrepancies and monitored expense reports to uphold company compliance standards.
• Managed billing processes and verified invoices for accuracy based on sales department input.

Master of Commerce in Accounting & Finance – University of Mumbai (2019 – 2021)

Bachelor of Commerce in Accounting & Finance – Thakur College of Science and Commerce (2016 – 2019)