Gurpal Kahlon
Rochester Hills,USA
Summary
Detail-oriented Junior Underwriter and Tax Associate with experience reviewing financial records, verifying eligibility, applying federal and state regulations, and assisting the public with complex documentation. Proven ability to maintain accurate records, protect confidential information, and provide professional customer service in high-volume environments. Seeking a position with the Social Security Administration to support claims processing, records management, and public service operations.
Overview
7
7
years of professional experience
Work History
Tax Associate
H&R Block Advisors
West Bloomfield Township, USA
12.2025 - Current
- Conduct structured interviews with clients in person and through virtual platforms.
- Prepare complete and accurate federal and state tax returns.
- Review documentation for accuracy and compliance.
- Assist clients with IRS-related questions and notices.
- Maintain confidentiality of sensitive taxpayer information.
- Support office operations through teamwork and collaboration.
Junior Underwriter
United Wholesale Mortgage
Pontiac, USA
09.2024 - 03.2025
- Reviewed applicant financial histories including income, assets, credit, and employment records.
- Performed risk assessment reviews in compliance with investor and federal guidelines.
- Maintained accurate electronic records and documentation.
- Communicated professionally with internal and external stakeholders.
- Managed multiple cases simultaneously while meeting deadlines.
Tax Associate
H&R Block
Rochester Hills, USA
12.2023 - 04.2024
- Conducted client interviews to gather tax documentation.
- Prepared and reviewed federal and state tax returns.
- Provided support for IRS correspondence.
- Ensured compliance with tax laws and confidentiality standards.
Customer Service Officer
ICICI Bank Ltd.
Punjab, India
07.2019 - 03.2021
- Processed financial transactions accurately.
- Responded to customer inquiries and resolved issues.
- Verified customer records for regulatory compliance.
- Maintained confidentiality of customer information.
Education
Master of Commerce - Accounting & Finance
HMV College
India01.2018
Bachelor of Commerce - Insurance & Banking
HMV College
India01.2016
Skills
- Public & Customer Service
- Records Review & Documentation
- Financial Verification & Analysis
- Policy & Regulatory Compliance
- Confidential Information Handling
- Case Review & Accuracy
- Microsoft Office (Word, Excel, Outlook)
- Written & Verbal Communication
- Time Management & Multitasking
- Bilingual Communication
Timeline
Tax Associate
H&R Block Advisors
12.2025 - Current
Junior Underwriter
United Wholesale Mortgage
09.2024 - 03.2025
Tax Associate
H&R Block
12.2023 - 04.2024
Customer Service Officer
ICICI Bank Ltd.
07.2019 - 03.2021
Master of Commerce - Accounting & Finance
HMV College
Bachelor of Commerce - Insurance & Banking
HMV College