Amruta Patil

• Prepared around 10-12 Tax returns daily during busy season.
• Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
• Maintained detailed records of client interactions and transactions, ensuring highest level of accuracy and confidentiality.
• Prepared accurate tax returns for individuals, maximizing deductions and credits
• Developed strong relationships with clients through consistent communication regarding their unique needs and goals related to taxation matters
• Participated in continuing education courses to maintain professional knowledge and certifications as Tax Associate
• Completed and filed returns with tax departments at local, state, and federal levels
• Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions
• Collaborated with senior Tax Associates to develop solutions for complex tax issues, ensuring compliance and minimizing liabilities
• Reviewed accounting books for accuracy prior to preparing taxes
• Conducted research into new laws or regulations impacting taxation procedures
• Analyzed financial records to determine the correct tax liability of clients.

I moved to USA on a dependent visa (H4) in 2013. Due to restrictions on dependent visa I was not allowed to work, hence, I dedicated this time looking after kids and Family. Now as I have work permit and the kids are old enough to take care of themselves, I decided to pursue my career goals. Hence Started working as Tax Associate since Oct-2023.

• Maintained detailed financial records of accounts receivable and payable status and bank reconciliations.
• Kept accounting ledgers up-to-date by verifying and posting account transactions
• Assisted with monthly and quarterly income statements, balance sheets and cash flow reports to inform decision-makers.
• Performed daily bookkeeping activities such as posting journal entries, and reconciling accounts
• Verified vendor accounts by reconciling monthly statements
• Processed invoices and payments, including bank deposits and cash handling
• Maintained vendor relationships by responding promptly to inquiries regarding payments or invoices
• Ensured accurate data entry into the general ledger by monitoring financial transactions and verifying supporting documentation
• Prepared monthly bank reconciliations and journal entries to ensure accuracy of financial statements
• Conducted internal audits to verify accuracy of financial records and identify any potential areas of risk
• Reviewed expense reports submitted by employees for accuracy prior to payment processing
• Collaborated with external auditors to provide necessary information during annual audits.