Summary
Overview
Work History
Education
Skills
Timeline
Generic

Afroz Fatema Kadri

San Francisco

Summary

Deadline-oriented tax professional with a strong ability to quickly assess client needs, develop strategic plans, and complete tax returns to maximize deductions and minimize liabilities. Seeking a role with a tax preparation services organization to utilize expertise in tax planning and compliance, providing exceptional service to clients.

Overview

8
8
years of professional experience

Work History

Senior Tax Specialist

Salonumbers
07.2024 - Current

Proficient in tax preparation, review, and finalization of books, providing accurate tax estimates, strategic tax planning, and assisting clients with their inquiries while delivering comprehensive management reports.

- Prepared and reviewed tax returns for corporate, individual, and partnership entities, ensuring accuracy and regulatory compliance.

- Prepared and filed tax returns for corporate and individual clients, ensuring timely and accurate submissions.

- Assisted in tax audits by preparing necessary documentation, responding to inquiries, and mitigating potential tax risks.

- Mentored junior tax staff, improving their grasp of complex tax issues and compliance.

- Supported the finance team in reconciling tax accounts, analyzing tax provisions, and preparing financial statements.

- Assisted with the integration of tax software systems, enhancing data accuracy and reporting capabilities.

- Kept current with tax laws and regulations to ensure company compliance with the latest developments.


Senior Tax Preparer

QX Global Pvt Ltd
03.2019 - 01.2024

Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.

- Navigated challenging audits by providing comprehensive documentation and support for filed taxes.

- Maintained current knowledge of industry changes through ongoing professional development.

- Assessed client tax situations to determine optimal filing options and analyzed financial records to verify the accuracy of tax returns.

- Assessed client tax situations to determine best filing options.

- Developed spreadsheet models to accurately track tax information.

Senior Accounts Executive

Paperchase Accountancy
11.2016 - 01.2019

Streamlined financial operations by managing accounts payable and receivable, and review bank reconciliations to ensure accurate and timely financial records. Managed the accounts receivable and payable departments, reviewed the bookkeeping department's work, and corrected any errors.

- Supported month-end and year-end management reports by handling journal entries, detailed financial reporting, and adjustments including accruals, prepayments, and other financial entries.

- Maintained strong financial standings by collaborating with the bookkeeper to process transactions, monitor expenses against budget controls, and reconcile accounts to resolve discrepancies.

- Developed, maintained and utilized diverse client base.

Education

Chartered Accountant -

Institute of Chartered Accountant Of India

Bachelor of Commerce - undefined

Gujarat University

Skills

  • Tax Compliance & Reporting
  • Tax Planning & Strategy
  • Corporate & Individual Tax
  • Regulatory Compliance
  • Financial Analysis & Reporting
  • Tax Research & Policy Interpretation
  • Drake/CCH Access/Turbo Tax / Tax plan IQ/ QuickBooks Proficiency
  • Leadership & Team Collaboration

Timeline

Senior Tax Specialist

Salonumbers
07.2024 - Current

Senior Tax Preparer

QX Global Pvt Ltd
03.2019 - 01.2024

Senior Accounts Executive

Paperchase Accountancy
11.2016 - 01.2019

Chartered Accountant -

Institute of Chartered Accountant Of India

Bachelor of Commerce - undefined

Gujarat University
Afroz Fatema Kadri