Chirag Patel
Titusville
Summary
Dynamic Tax Associate with Intuit, skilled in tax preparation and examination. Achieved 95% accuracy in processing invoices at Signature Aviation while fostering strong vendor relationships. Proficient in Oracle and SAGE ERP, leveraging advanced Excel skills to control expenses and resolve inquiries efficiently. Committed to delivering exceptional client service and compliance.
Overview
9
9
years of professional experience
Work History
Tax Associate (Seasonal Remote)
Intuit
San Diego
12.2024 - Current
- Company Overview: TurboTax Live Expert
- Provided personalized tax assistance to clients via phone, chat, or video, ensuring accurate and compliant tax filings
- Clarified complex tax scenarios such as deductions, credits, investments, and self-employment income
- Utilized the TurboTax software platform to troubleshoot issues, guide users through tax questions, and resolve technical challenges
- Documented client interactions accurately in CRM systems for quality assurance and compliance
- Collaborated with senior tax professionals to escalate and resolve advanced tax matters
- TurboTax Live Expert
Accounts Payable Clerk
Cascade Residential Services (via RobertHalf)
Melbourne
07.2024 - 08.2024
- Maintained accounts payable files and records in an organized manner.
- Prepared checks for payment of vendor invoices on a timely basis.
- Processed invoices and payments in accordance with company policies and procedures.
- Collaborated with vendors, suppliers and staff members across departments to resolve any issues that arose.
Accounts Payable Specialist (Hybrid)
Signature Aviation
Orlando
10.2022 - 05.2024
- Processed over 500 invoices monthly with 95% accuracy
- Addressing vendor and supplier inquiries and reconciling vendor statements
- Preparing monthly reports and financial reporting (SAGE ERP, Coupa, etc.)
- Controlling expenses and following up on overdue payments (Excel)
Accounts Payable Clerk
Landsea Homes (via RobertHalf)
03.2022 - 09.2022
- Keeping a record of all transactions for tax purposes, preparing tax records for financial audits, and maintaining vendor files
Accounts Payable Clerk
City of Cocoa (via Roberthalf)
Cocoa
12.2021 - 03.2022
- Maintained accounts payable files and records in an organized manner.
- Researched and responded to inquiries from vendors regarding invoice status or payment issues.
- Ensured proper authorization for all purchases made by the organization.
Accounts Payable Clerk
Professional Aircraft Accessories
Titusville
05.2020 - 12.2020
- Processing and distributing checks, preparing electronic payments, and following company procedures, approval processes, and internal controls
- Maintained accounts payable files and records in an organized manner.
- Prepared checks for payment of vendor invoices on a timely basis.
Ultimate Guest Service Representative
Amway Center
Orlando
01.2016 - 05.2017
- Resolved customer disputes in a professional manner while maintaining positive relationships.
- Ensured compliance with hotel policies and procedures.
- Handled customer complaints professionally and efficiently.
Education
Graduate Certificate - Accounting
Southern New Hampshire University
Manchester, NH08.2025
Master of Business Administration -
University of Central Florida
Orlando, FL08.2024
Bachelor of Science - Business Administration with a concentration in Marketing
University of Central Florida
Orlando, FL08.2022
Associate of Arts Degree -
Eastern Florida State College
Titusville, FL05.2015
High School Diploma -
Titusville High School
Titusville, FL05.2015
Skills
- Adobe Acrobat Pro
- UKG Pro
- Oracle and SAGE ERP
- Coupa
- Microsoft Office Suite
- Microsoft Dynamics GP
- SAGE Intacct
- ServiceTitan
- Excel and Word proficiency
- Teams and Outlook collaboration
- Tax preparation and examination
- Bookkeeping certification
Languages
- English
- Gujarati
- Hindi
Licenses Skills Certifications
- Sales Associate License in Real Estate, Florida, Expired, 2020
- Experience in Adobe Acrobat Pro, UKG Pro, Oracle, SAGE ERP 1000, Coupa, Microsoft Office, Microsoft Dynamics GP, SAGE INTACCT, Service Titan
- Proficient use of Microsoft Office (Excel, Word, Teams, Outlook), Intuit Academy Tax Preparation Training, Intuit Academy Tax Exam - Level 1, Intuit Bookkeeping Certification
Secondary Email
masterckp95@gmail.com
Timeline
Tax Associate (Seasonal Remote)
Intuit
12.2024 - Current
Accounts Payable Clerk
Cascade Residential Services (via RobertHalf)
07.2024 - 08.2024
Accounts Payable Specialist (Hybrid)
Signature Aviation
10.2022 - 05.2024
Accounts Payable Clerk
Landsea Homes (via RobertHalf)
03.2022 - 09.2022
Accounts Payable Clerk
City of Cocoa (via Roberthalf)
12.2021 - 03.2022
Accounts Payable Clerk
Professional Aircraft Accessories
05.2020 - 12.2020
Ultimate Guest Service Representative
Amway Center
01.2016 - 05.2017
Graduate Certificate - Accounting
Southern New Hampshire University
Master of Business Administration -
University of Central Florida
Bachelor of Science - Business Administration with a concentration in Marketing
University of Central Florida
Associate of Arts Degree -
Eastern Florida State College
High School Diploma -
Titusville High School
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