Punam Talreja

US Tax & Accounting professional with 12+ years of experience across taxation, accounting, auditing, financial reporting, bookkeeping, payroll, and compliance. Proven expertise in Forms 1040, 1065, and 1120S, including K-1 analysis, Schedule E rentals, QBI (Section 199A), and multi-state filings. Hands-on experience with Drake, Ultratax, Intuit ProConnect Tax and Karbon.

Strong track record of meeting tight deadlines during busy seasons while maintaining accuracy and client satisfaction. CPA qualified (completed January 2026), active PTIN holder, and currently pursuing Enrolled Agent (EA).

Senior Tax Analyst - Meta Financial - Remote, USA

(2026-05)

• Prepare and review High-Net-Worth individual tax returns (Form 1040)
• Provide tax planning and advisory services
• Review work prepared by junior team members
• Conduct tax research and support complex tax matters
• Assist with IRS notices, audits, and compliance requirements
• Manage client communications and provide tax-saving recommendations

Tax Analyst - A&M CPA PLLC - Austin & Houston, TX

(2022-03 - 2026-04)

• Prepared and reviewed Federal and State income tax returns
• Prepared Forms 1040, 1065, 1120S, 1120 and supporting schedules
• Represented clients before the IRS for notices, audits, and compliance matters
• Mentored and reviewed work of junior tax team members
• Processed sales tax filings, payroll activities, W-2 and 1099 reporting
• Performed bookkeeping, reconciliations and financial reviews
• Coordinated directly with clients for compliance matters

Analyst FP&A - A.P. Moller – Maersk

(2019-10 - 2022-01)

• Managed accounts receivable, reconciliations, month-end closing, reporting and audit support

Senior Analyst - KG CA Firm

(2016-04 - 2019-09)

• Managed taxation assignments, audits, financial statements, GST, Income Tax and advisory services

Account Executive - Deloitte

(2015-08 - 2016-05)

• Worked on SAP accounting, reconciliations, reporting and compliance activities

Internship Trainee – Company Secretary - IU Thakur & Associates LLP

(2014-04 - 2015-08)

• Managed statutory records, filings, board documents and compliance support

Executive Accountant - TAM Industrial Group - UAE

(2014-04 - 2014-12)

• Managed accounting records, reconciliations and reporting

Accounts Assistant - ASAR LLC - UAE

(2013-02 - 2014-03)

• Managed journal entries, ledgers, accounts payable and receivable, and procurement activities

Master of Commerce - Amravati University

PG Diploma - Insurance & Risk Management - IGNOU

Bachelor of Commerce - Amravati University