Summary
Overview
Work History
Education
Skills
Certification
Accounting Software
Technical Skills
Skill Sets
Timeline
AdministrativeAssistant

Ankita Rana

Summary

Detail-oriented Bookkeeper well versed in payroll, accounts payable and accounts receivable functions. Excelled in corporate bookkeeping services delivery and learned new technologies to improve efficiency. Impressive accounting and communications skills leading to desirable outcomes.Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.


Overview

9
9
years of professional experience
1
1
Certification

Work History

Seasonal Tax Preparer

Baker Tilly
11.2024 - 04.2025
  • Tax Preparer with 3+ years of experience in preparing individual and small business tax returns
  • Utilized TurboTax software to prepare and file federal/state tax returns for 150+ individual clients, 20+ clients with Schedule C, and 10+ Schedule E
  • Established and maintained strong working relationships with clients throughout the tax preparation process and ensuring their complete satisfaction with the accuracy and efficiency of our services.
  • Answered inbound calls to provide customer support and communicating with clients to clarify tax information and answer their questions about their tax situations.
  • Utilized TurboTax live chat to help the clients with uploading correct tax documents and support with obtaining additional information on taxable income and deductible expenses and allowances.
  • Strong understanding of tax laws to ensure that all applicable laws and regulations are followed during the preparation of tax returns.
  • Coordinate and communicate with managers and supervisors to perform job functions

Bookkeeper/Administrative Assistant

Affordable Tax & Bookkeeping Services
01.2022 - 05.2024
  • Prepared and filled out tax return forms for up to 50+ individuals, 25+ S-corporations, and 15+ partnerships using the Pro Series software from Intuit, maintaining a 99% accuracy rate.
  • Performed bookkeeping tasks, such as categorized transactions, reconciled bank statements and credit card statements for 15+ businesses in QuickBooks.
  • Record financial transactions, including purchases, sales, receipts, and payments in a timely manner.
  • Prepare financial statements such as the balance sheet and profit & Loss account.
  • Processed biweekly payroll for 10+ different companies from several payroll software, including QuickBooks, Gusto, On Pay, and Paychex, to ensure accurate and timely payment to 10+ employees.
  • Entered businesses 401k amounts in the principal software application for their employees.
  • Assist to work with client's W2 and 1099 at the end of year.
  • Prepare and submit the franchise tax on the Texas comptroller of public accounts.
  • Organized and maintained client tax returns and their supporting documentation in secured storage.
  • Stayed up to date on changes in tax laws and regulations and ensured compliance with all new requirements.
  • Supported my supervisor with other projects related to accounting whenever my supervisor gets a new project.
  • Has prior experience in a CPA Firm

Entry Level Receptionist/Office Administrator

SOI Brow Threading Salon
07.2019 - 05.2022
  • Proficient in operating cash registers, processing payments, and handling cash, with zero discrepancies or errors.
  • Calculated total credit and cash payments received at the end of each day, printed reports, and sealed everything in the envelope for the manager's records.
  • Demonstrated good communication skills by greeting customers, answering questions, and providing recommended beauty treatments to suit the customer's appearance and desired look for 60+ customers.
  • Assisted in the development of salon policies and procedures as requested by the manager.
  • Maintained a safe and clean work environment by adhering to all health and safety regulations.
  • Counted inventories at the beginning of each month to give a list of beauty products for my manager to make an order for low stock supplies.
  • Handled cash and credit transactions with customers and managed opening or closing the cash register.
  • Generated(created), rescheduled, and canceled the customer appointment.
  • Communicated with clients to better understand their beauty requirements and make suggestions for improving their appearance.

Data Entry

Post ministry of Communication Government
06.2017 - 12.2018
  • Recorded new and updated account information.
  • Maintain and manage data entry requirements by following data program techniques and procedures.
  • Fulfilled all general duties such as preparing, checking, verifying, and processing client's data and information.
  • Maintaining typing speed and making accurate data entries.
  • Capture Specific information to enter computer system.
  • Maintain strong data entry skills due to high volume of documents.

Internship

Blue Moon Auto Company
08.2016 - 04.2017
  • Prepared sales invoice and enter all the information about the client.
  • Checked invoice for discrepancies in price, quantity, and items.
  • Keep customers' files updated with current invoices, bills and contact information.

Education

Bachelor of Commerce - Accounting

Naran Lala college of commerce and management
04.2014

Master of commerce - Accounting

Veer Narmada South Gujarat University
04.2016

Skills

  • Good written and communication skills
  • Sincere
  • Hardworking
  • Willingness to learn
  • Customer service
  • Attention to details
  • Time management
  • Multi-tasking
  • Tax law research & analysis
  • Organizational skills
  • Proficiency with payroll software
  • Problem resolution
  • Work Ethic
  • Friendly
  • Positive Attitude
  • Team Building

Certification

  • Introduction to QuickBooks Online
  • QuickBooks Desktop 2023
  • Pursuing Enrolled Agent
  • PTIN Holder

Accounting Software

  • Tally ERP.9
  • QuickBooks online & Desktop
  • Intuit
  • Gusto
  • On Pay
  • Paychex
  • Service Titan

Technical Skills

  • MS Word
  • MS Excel
  • PowerPoint
  • MS Office
  • Outlook
  • Microsoft Teams

Skill Sets

  • Good written and communication skills
  • Sincere, hardworking, and willingness to learn
  • Customer service
  • Attention to details, time management, and multi-tasking
  • Tax law research & analysis
  • Organizational skills
  • Proficiency with payroll software
  • Problem resolution
  • Work Ethic
  • Organization skills
  • Friendly, Positive Attitude
  • Team Building

Timeline

Seasonal Tax Preparer

Baker Tilly
11.2024 - 04.2025

Bookkeeper/Administrative Assistant

Affordable Tax & Bookkeeping Services
01.2022 - 05.2024

Entry Level Receptionist/Office Administrator

SOI Brow Threading Salon
07.2019 - 05.2022

Data Entry

Post ministry of Communication Government
06.2017 - 12.2018

Internship

Blue Moon Auto Company
08.2016 - 04.2017

Master of commerce - Accounting

Veer Narmada South Gujarat University

Bachelor of Commerce - Accounting

Naran Lala college of commerce and management

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Ankita Rana