Summary
Overview
Work History
Education
Skills
Languages
Timeline
Work Authorization
Generic

Antony Sugadharshini

Lathrop,CA

Summary

Detail-oriented CPA candidate progressing toward certification with successful completion of the REG and BAR sections. Possesses hands-on experience in filing corporate, partnership, and high-net-worth individual tax returns, complemented by a solid understanding of U.S. federal, state, and international taxation. Eager to leverage expertise in a dynamic accounting environment to drive financial success and compliance.

Overview

11
11
years of professional experience

Work History

Tax Associate

Sagent Management
11.2024 - 04.2025
  • Company Overview: https://www.sagentmanagement.com
  • Prepared federal and state C Corporation tax estimation work papers for clients in the health industry, ensuring accuracy and compliance with relevant tax codes.
  • Developed and compiled tax extension work papers for C Corporations across multiple sectors including Health, Gaming, and Information Technology.
  • Assisted in the preparation of comprehensive tax work papers supporting corporate tax filings, collaborating with senior staff to ensure timely completion.
  • Supported response efforts to state tax board notices and queries by gathering documentation and drafting initial responses, contributing to effective resolution of client tax matters.

Accountant

Bhatia & Co, CPA's
02.2023 - 11.2024
  • Company Overview: https://www.bhatiaco.com
  • Compiled and finalized financial statements, recorded adjusting journal entries, and performed bank reconciliations.
  • Ensured compliance with US GAAP by reviewing financial records and providing interpretative insights on accounting standards.
  • Supported tax audits and dispute resolution, including detailed analysis and calculations for tax return evaluations.
  • Executed calculations for tax return analysis, including quarterly estimated tax payments and extensions.
  • Prepared federal and multi-state tax returns for various forms including 1040, 1120, 1120S, 1065, and 990.
  • Gathered data and worked on calculations for analysis of tax returns and quarterly estimated tax payments and extension.
  • Handled IRS international tax discrepancies and prepared working papers for the audit evidence.
  • Participated in audits for nonprofit organizations, prepared working papers, and contributed to the finalization of audit reports.
  • Demonstrated strong organizational skills by prioritizing tasks, adapting to new responsibilities, and effectively managing time.
  • Exhibited flexibility by working overtime and adapting to shifting priorities.

Junior Accountant

Antony Premkumar & Co - Madurai, India
12.2020 - 10.2021
  • Assist clients with budgeting, forecasting, and cash flow management.
  • Coordinate with external auditors during year-end audits and provide necessary documentation and support.

Article assistant

Charles Fernando & Co
05.2016 - 11.2017
  • Provided tax advice to high-income clients, handled tax authorities' interactions, and prepared responses for notices.
  • Prepared, reviewed, and filed monthly GST returns.

CA - Article Assistant

Ramesh & Soundarajan Associates
02.2015 - 05.2016
  • Executed financial reporting and accounting functions, identified improvements through audit observations.
  • Prepared MIS reports and provided value-added suggestions for management control weaknesses.

CA - Article Trainee

Pores Fernando & Co
09.2014 - 02.2015
  • Conducted month-end ledger account reconciliations, managed bank account reconciliation and analyzed financials.
  • Gained extensive ERP knowledge in a Tally environment.

Education

CPA -

California Board
05.2024

Masters - Accounting & Finance

Annamalai University India
12.2024

Bachelors - Commerce

Madurai Kamaraj university India
01.2015

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Institute of Chartered Accountants of India
01.2014

Skills

  • Completed 150 credit hours required for CPA licensure in California
  • Quickbooks: Proficient in Online & Desktop
  • Microsoft Office
  • Intuit: Lacerte, Proseries
  • GoSystem Tax RS
  • Onesource
  • Vertex, Inc

Languages

English, Tamil

Timeline

Tax Associate

Sagent Management
11.2024 - 04.2025

Accountant

Bhatia & Co, CPA's
02.2023 - 11.2024

Junior Accountant

Antony Premkumar & Co - Madurai, India
12.2020 - 10.2021

Article assistant

Charles Fernando & Co
05.2016 - 11.2017

CA - Article Assistant

Ramesh & Soundarajan Associates
02.2015 - 05.2016

CA - Article Trainee

Pores Fernando & Co
09.2014 - 02.2015

Bachelors - Commerce

Madurai Kamaraj university India

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Institute of Chartered Accountants of India

CPA -

California Board

Masters - Accounting & Finance

Annamalai University India

Work Authorization

H4 EAD