Joy Sequeira
Houston,TX
Summary
Dedicated and detail-oriented tax professional with over five years of experience in tax compliance, bookkeeping, and financial reporting. A recently certified Enrolled Agent (EA) with a strong understanding of U.S. tax laws and regulations. Adept at managing tax filings, preparing financial statements, and ensuring statutory compliance. Passionate about leveraging expertise to support clients and organizations in optimizing their tax positions and maintaining regulatory compliance.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Tax Manager
RightTaxMate Inc
01.2023 - Current
- Managed day-to-day bookkeeping and accounting for clients, maintaining accurate records of financial transactions.
- Finalized books of accounts and prepared financial statements, including income statements, balance sheets, and cash flow statements, in accordance with US GAAP standards.
- Oversaw U.S. federal and state income tax compliance for business clients, ensuring timely and accurate filings.
- Assisted clients with meeting statutory compliance requirements, including filing payroll forms, annual returns, and other regulatory reports.
- Regularly reviewed IRC codes, tax publications, and newsletters, sharing updates and key insights with team members and clients to maintain a strong knowledge base.
- Acted as a mentor and coach to junior tax team members, providing constructive feedback and supporting Juniors and process development.
Senior Tax Associate
Right Tax Mate India Private Limited
11.2020 - 12.2022
- Prepared and reconciled clients' books of accounts on a quarterly, monthly, half-yearly, and annual basis, ensuring accuracy and completeness.
- Managed the preparation and review of clients' tax returns, including Business Tax Returns and Individual Tax Returns, adhering to compliance standards.
- Specialized in handling various tax forms, including 1040 for individual returns, 1065 for partnerships, 1120S for S corporations, 1120C for C corporations, and 990 for non-profit organizations.
Account Assistant
Sai Radha Devolopers
10.2019 - 03.2020
- Evaluates company payrolls to ensure accuracy and compliance with financial policies.
- Prepares Provident Fund (PF) calculations and submits detailed reports to the senior accountant.
- Files monthly PF returns, maintaining compliance with regulatory requirements.
- Prepares Employee State Insurance (ESI) workings, contributing to the accurate calculation of employee benefits.
Accountant
Entriex Infraastructure Private Limited
09.2018 - 09.2019
- Conducted month-end activities, including closing books of accounts and preparing accurate financial statements.
- Maintained daily records in the books of accounts, ensuring precision in all financial transactions.
- Posted journal entries for accruals, prepayments, and adjustments to support accurate financial reporting.
- Managed sales and expenses accounting, maintaining clear records for effective budgeting and expense tracking.
- Prepared outstanding debtor reports and provided timely updates to management on account status.
- Oversaw Accounts Receivable (AR) and Accounts Payable (AP) processes, maintaining efficient cash flow.
- Conducted bank reconciliations post-month-end and reconciled all balance sheet items monthly.
- Created AP and AR aging reports, aiding in the assessment of payment collections and liabilities.
- Managed fixed assets and depreciation accounting in line with company policies.
- Provided responsive customer service, handling inquiries from multiple clients simultaneously.
- Conducted cash handling and managed bank dealings, ensuring secure and accurate financial transactions.
Account Executive
BGK & CO LLP
06.2017 - 08.2018
- Prepared quarterly financial statements, including Trial Balance, Profit and Loss Account, and Balance Sheet, ensuring accuracy and compliance with accounting standards.
- Maintained comprehensive and accurate books of accounts, contributing to effective financial record-keeping and reporting.
- Finalized books of account for multiple individuals and firms, overseeing all aspects of financial statements.
- Reconciled Bank, Accounts Payable, and Accounts Receivable balances to ensure accurate account standing.
- Managed accounting for fixed assets and calculated depreciation, adhering to relevant accounting policies.
- Processed payroll, including Provident Fund (PF) and Income Tax returns, ensuring timely and accurate compliance with payroll requirements.
- Provided assistance with filing returns, supporting clients in meeting their tax obligations efficiently.
Articled Assistant
Arunchandra Rao YT CHARTERED ACCOUNTANT
01.2013 - 01.2016
- Conducted audits for Value Added Tax (VAT), Service Tax, and Tax Deducted at Source (TDS) to ensure compliance and accurate reporting.
- Assisted in the audit of nationalized banks, including the verification of financial statements and internal controls.
- Computed total income for individual clients and managed the preparation and filing of income tax returns.
- Prepared and filed quarterly and monthly TDS, Service Tax, and VAT returns in accordance with regulatory deadlines.
- Verified expense and trading bills, ensuring alignment with supporting income statements and balance sheets for companies and proprietors.
Education
Christ King English Medium School
04-2007
Internship - Accounting
Institution of Chartered Accountants of India
01-2016
Bachelor of Commerce -
Mahatma Gandhi Memorial College
06-2012
Shri Bhuvanendra College, Karkala
04-2009
Skills
- Tax Expertise: US federal and state tax compliance, business tax returns (1040, 1065, 1120S, 1120C, 990)
- Accounting & Bookkeeping: General ledger reconciliation, payroll processing, and financial statement preparation
- Software Proficiency: QuickBooks Online, Tally ERP, MS Office Suite (Excel, Word)
- Regulatory Compliance: Payroll tax filings, statutory compliance, and IRS tax code interpretation
- Leadership & Mentorship: Training and supporting junior tax professionals
Hobbies and Interests
- Table Tennis
Extracurricular Activities
Represented MGM College in University Level Table tennis tournament held at MGM College, Udupi for the year 2011 and won Finals Represented MGM College in University Level Table tennis tournament held at Saint Aloysius College, Mangalore for the year 2012 and secured second place
Personal Information
- Total Experience: 5 years overall
- Age: 34 years
- Date of Birth: 08/30/90
- Gender: Male
- Nationality: Indian
Certification
Enrolled Agent (EA) – IRS Certified, 2025
Timeline
Tax Manager
RightTaxMate Inc
01.2023 - Current
Senior Tax Associate
Right Tax Mate India Private Limited
11.2020 - 12.2022
Account Assistant
Sai Radha Devolopers
10.2019 - 03.2020
Accountant
Entriex Infraastructure Private Limited
09.2018 - 09.2019
Account Executive
BGK & CO LLP
06.2017 - 08.2018
Articled Assistant
Arunchandra Rao YT CHARTERED ACCOUNTANT
01.2013 - 01.2016
Internship - Accounting
Institution of Chartered Accountants of India
Bachelor of Commerce -
Mahatma Gandhi Memorial College
Shri Bhuvanendra College, Karkala
Christ King English Medium School
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