Senior Tax Consultant - CRSP Connect
(2024-11 - 2026-04)
- Finalized financial accounting statements for tax purpose. Prepared adjusted trial balance for tax purpose and reviewed work papers after reconciling financial accounting and tax accounting statements including retained earnings tie out.
- Supported the organization's directors in resolving complex tax-related issues through targeted research, enhancing decision-making.
- Reviewed complex 1040, complex 1120, 1120s, 1065, and international tax forms such as 5471, 5472, 1118, 1116, FinCen 114, 8865, etc., and 990 to ensure proper reporting and compliance.
- Used software: CCH, DRAKE, Lacerte, my tax prep office, tax season, and professional tax software
Tax Reviewer - Accseed
(2023-01 - 2024-10)
- Finalized accounting for tax purpose. Prepared adjusted trial balance for tax purpose and reviewed work papers after reconciling financial accounting and tax accounting statements including retained earnings tie out.
- Reviewed work papers after reconciling financial accounting and tax accounting
- Reviewed HNWI 1040, complex 1120, 1120s, 1065, 8865, 1041, 5471, 5472, FiCen114, 8938, 1118, 1116, and 990 to ensure proper reporting and compliance.
- Delivered off-season tax training to enhance team expertise
- Supported the organization in resolving complex tax-related issues through targeted research, enhancing decision-making.
- Used software: Lacerte, UltraTax, and Pro-Series.
- Delivered off-season tax training to the team
- Supervised a tax team of 14 people
Accounting and Finance Manager - Office Beacon
(2021-12 - 2022-12)
Performed Bookkeeping, Accounting, and Taxation tasks:
- Managed the monthly financial closing process of 15 different accounts after posting, reviewing, and reconciling financial transactions.
- Maintained accurate records of payroll statements of 15 different Clients by posting bi-monthly payroll transactions
- Maintained financial accounts accurately through posting bank and credit card statements bi-weekly.
- Supervised the work of a team of 6 people to ensure the accuracy of all financial transactions
- Prepared simple 1040, 1120, 1120s, and 1065 tax returns using Tax software: ATX, Ultra-tax, Lacerte, and Drake for tax returns.
- Software used for Accounting: QuickBooks, bill.com, Intacct, and Anybill.com.
Senior Financial Consultant - Omni Informatics
(2019-03 - 2019-12)
Services provided
- Forecasted Financial Statements for budget preparation for internal accounts
- Evaluated Financial Performance using comparative financial statement analysis and ratio analysis. Prepared graphical presentation of the same along with interpretation for the directors.
- Evaluated internal control system
- Find out the risk factor associated with the companies calculating beta factor
- Calculated required rate of return and predicted 5 years future financial statement
- Computed operational cash flows to find out the expected market value of the companies
Staff Accountant - Alliance Accounting (CPA Firm)
(2013-11 - 2016-10)
Worked in QuickBooks. Posted, reviewed, and reconciled financial statements before closing the accounts. Prepared individual tax returns, and corporate tax returns using ATX software.
Accounting Specialist- Continuing Medical Education (CME) - Johns Hopkins University, Baltimore, MD - Baltimore, MD
(2006-06 - 2010-12)
Performed Bookkeeping and Accounting Analysis Tasks
- Maintained the accounts of the Office of Funded Programs and Continuing Medical Education (CME), where doctors were the attendees of the courses, and funds were provided by course directors. Dealt with the accounts generating profits of millions of dollars. More than 500 medical courses were launched by different course directors. Maintained the accounts of Federal Government Funds provided to CME. Performed both book keeping and Accounting Analysis job.
- Worked with the most difficult accounts that had not been reconciled since the 1950s
- Cross-checked the transactions of different accounts entered into the BW report center weekly with backups to verify the accuracy of all the transactions posted by the team.
- Supervised the work of a team of 6 people and trained them to how to use SAP software system and pull required information from BW report center.
- Performed monthly and annual closing activities for the assigned activities
- Forecasted 5-year financial statements
- Prepared and sent more than 400 closing letters to the investors annually after transferring the closing balances to the directors' accounts.
- Highlighted and discussed critical and sensitive accounting issues during the weekly budget meeting with the Dean.
Staff Accountant - John C. Etoh & Associates (CPA), Baltimore, MD - Baltimore, MD
(2003-05 - 2004-10)
- Peach tree accounting package
- Worked as a bookkeeper and audit assistant
Assistant Professor - Institute of Advanced Research
(2020-06 - 2021-08)
- Worked with the students on dissertation projects on mutual funds. Studied different types of funds involved in it and their performance.
- Conducted case studies on cost allocation, capital budgeting, variance analysis, capital structure, and working capital management, CVP analysis, life cycle costing, target costing, ABC costing, etc.
- Design comprehensive course syllabi, lesson plans, and assessments for undergraduate and MBA students
- Conducted research on financial markets
- Had taken the responsibility of teaching Financial Management, Cost and Management Accountancy, and Financial Accounting courses.
- Evaluate students' performance through class assessment and feedback
- Facilitate group discussion to trigger critical thinking and collaboration
Visiting Faculty Member - Nirma University
(2011-09 - 2019-03)
- Taught Financial Management and Management Accounting
- Conducted case studies on cost allocation, marginal costing, capital budgeting, variance analysis, capital structure, and working capital management, CVP analysis, life cycle costing, target costing, ABC costing, etc. Provided feedback on student assignments, papers, and presentations.
- Developed and provided comprehensive course materials that include lecture notes, syllabi, and exams to support student learning.
