Amruta Patil

• Completed and filed returns with tax departments at local, state, and federal levels.
• Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
• Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
• Helped individuals build legacies through estate and gift tax planning, charitable giving, and philanthropy services.
• Maintained complete records of client tax returns and supporting documentation in secured areas.
• Offered clients recommendations to reduce tax liabilities.
• Analyzed financial records to verify accuracy of tax returns.
• Maintained compliance by adhering to current tax laws and regulations.
• Communicated with clients regarding tax situations, providing guidance on financial decisions.
• Calculated estimated tax payments for clients.
• Utilized tax software to prepare returns and meet deadlines.

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.

• Anticipated clients' needs by staying in touch on regular basis.
• Maintained high standards of customer service by answering pricing, availability, use and credit questions accurately.
• Consulted with clients after sales and contract signings to resolve problems and provide ongoing support.
• Facilitated month-end and year-end closing processed to support accuracy and completeness of financial reports.
• Maintained detailed financial records of accounts receivable and payable status and bank reconciliations.
• Assisted with monthly and quarterly income statements, balance sheets and cash flow reports to inform decision-makers.
• Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
• Used accounting software to issue tax returns and prepare consolidated reports.
• Compiled general ledger entries on short schedule with 100% accuracy.
• Provided journal entries and performed accounting on accrual basis.