Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jaskaran Sandhu

Accountant

Summary

Senior Associate tax professional with expertise in managing the tax preparation process for individuals, partnerships, corporations, and trusts. I have four years of tax accounting experience and currently working towards CPA certification. Proficient in using various types of tax prep software. I pride myself as a highly motivated and committed individual in regards to my profession and work ethic. I'm always engaged in daily learning and work well in team environment.

Overview

1
1
year of professional experience
3
3
years of post-secondary education

Work History

Senior Tax Associate (promoted 08/2021)

Seiler LLP
8 2019 - 10.2023

Seiler LLP is an accounting firm in the Bay Area specializing in comprehensive tax preparation and planning services for high net worth individuals.

  • Prepared tax filings for individuals, partnerships, corporations (C-corps & S-corps), as well as trusts (simple and complex).
  • Managed client communications and annual tax prep coordination for 25+ clients and their businesses.
  • Organized information for documentation in excel and pdf format, created tax returns using firm provided software, and ensured timely filing of tax forms.
  • Staying up-to-date on tax policies, guidelines, and regulations to maximize benefits for clientele as well as ensuring legal compliance.
  • Training new staff on internal processes, procedures, and using various tax software.
  • Onboarding new clients.

Business Analyst

BizzSecure
01.2019 - 08.2019

BizzSecure is an information security company that provides peace of mind in regards to information stored or processed on internal and external computer networks.

  • Executed analysis of potential risks affecting networks (pen-testing) and identified risk mitigation strategies to implement to reduce risk exposure.
  • Tracked progress of individual team members' tasks, and helped create efficiencies to promote time management by prioritizing work schedules weekly.
  • Applied problem-solving skills to analyze then resolve issues impacting business operations to ensure administrative goals are achieved timely.

Staff Accountant

Plethora
10.2018 - 06.2019

Plethora is a CNC (computer numerical control) machining company that manufactures customized parts made from various precious materials.

  • Executed daily financial reporting processes, managing prepaid accounts, payment schedules, account reconciliations, event settlements, and month-end accruals.
  • Responsibilities included managing accounts receivables, identifying implications for cash flow, and budgetary forecasting.
  • Prepared journal entries to record in general ledger, and maintain consistent financial documentation.

Education

Bachelor of Science - Accounting and Finance

San Francisco State University
San Francisco, CA
01.2016 - 05.2019

Skills

Financial statements expertise

IFRS and GAAP experience

Year-end tax provision proficiency

General ledger reconciliations

Tax law compliance

Local, state and federal tax returns

Accounting and Bookkeeping

Excel

Verbal/written communication

Timeline

Business Analyst

BizzSecure
01.2019 - 08.2019

Staff Accountant

Plethora
10.2018 - 06.2019

Bachelor of Science - Accounting and Finance

San Francisco State University
01.2016 - 05.2019

Senior Tax Associate (promoted 08/2021)

Seiler LLP
8 2019 - 10.2023
Jaskaran SandhuAccountant