Kanchan Malhotra
Weston,FL
Summary
7+ years of experience as a Tax Expert and Accountant with degrees and certifications in Enrolled Agent, Chartered Accountant, Bachelor of Commerce, Certified Pro Advisor with QuickBooks, Intuit Certified Bookkeeping Professional, and Intuit Academy Tax Level 1 Certified. Solid tax return preparation experience and comprehensive knowledge of tax laws, with experience in preparing federal and state individual and Business income tax returns. Accounting and Auditing experience involves bookkeeping, bank reconciliation, filing annual sales and payroll tax returns, accounts receivable and payable operations, statutory audit, stock audit, and concurrent audit. Experience includes filing Foreign Bank and Financial Accounts (FBAR) and Individual Taxpayer Identification Number (ITIN) forms.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Tax Expert
Intuit
01.2020 - Current
- Working as a Business and Individual Tax Expert with TurboTax Live at Intuit
- Preparing end-to-end Partnership and S Corporation Business Tax Returns by interacting with clients in the entire process from collecting documents, guiding them on additional documents required, deep diving into the financial statements and all the information provided, doing extensive research on IRS and State tax websites to comply with IRS and state tax law requirements and preparing, signing, and filing their taxes. Filed approximately 20 business tax returns.
- For clients using live TurboTax business products to prepare their returns, providing expert guidance, tax explanations, and tax advice by researching tax topics using professional resources and government websites when required, and supporting them with software issues. Served 100s of customers.
- As a full-service tax expert, I worked in the preparation of end-to-end federal and state tax returns for approximately 30 individuals
- Working as a Live help expert in a fast-paced environment to help customers prepare their income tax returns using TurboTax products, doing extensive research using various professional resources including IRS and state revenue websites to solve complex tax issues. Helped 1000s of customers.
- Help customers receiving notices and letters from the IRS and State respond to respective government agencies. Worked with 100s of customers.
- Work for the success of the Business Tax domain by taking charge of various projects designed for developing new and better processes for the Business Tax unit
- Actively participate in the round table sessions and our team meetings, and provide valuable feedback and inputs on the improvement of daily work processes and workflows as customers and tax experts face day-to-day challenges working on this brand new business unit
- Brainstormed on how to improve and make the entire process of Business Tax experience more seamless and efficient for the customers and tax experts in coming years
- I was available for my teammates when they needed help on various topics of business taxation and accounting
- Took the initiative and gave presentations on various topics to my teammates that helped them grow and learn
- As a Certified Pro Advisor worked in the QuickBooks Live Setup team, served new QuickBooks online customers to set up their QuickBooks online account by understanding their business needs, and helped them optimize QuickBooks
- Worked as a bookkeeper in the QuickBooks Clean Up team and cleaned up the books of small and medium-sized businesses to make them tax-ready
- Being a part of the Do-your-self Payroll team, helped customers by answering their questions on QuickBooks payroll
Tax Preparer
Happy Tax
01.2019 - 12.2019
- Worked as a seasonal Income Tax Preparer for filing individual income tax returns
- Prepared, reviewed, and finalized customer Federal and State Income tax returns using Drake Software for around 15 customers.
- Resolved customers' concerns and complaints
Tax Preparer
Jackson Hewitt
01.2016 - 12.2016
- Worked as an Income Tax Preparer for filing individual income tax returns
- Interviewing clients to obtain additional information for calculating the rightful amount of income tax owed or refund due
- Prepared and Filed approximately 20 Income Tax Returns using Drake Software
- Answering client questions and resolving issues
- Performing day-to-day administrative tasks such as maintaining information files and processing paperwork
Junior Accountant
Ghanshyam Bhanderi, CPA
01.2006 - 12.2006
- Motivated and detail-oriented junior accountant
- Provided financial information by maintaining and reconciling approximately 100s of accounts
- Bookkeeping of 100s of Corporations
- Filed approximately 15 Monthly, Quarterly, and Annual Sales and Payroll Tax Returns
- Finalizing the Accounts of 100s Corporations
- Bank Reconciliation
- Assisted with the preparation of monthly financial statements.
Apprentice
Shah Chari & Company, Chartered Accountants
01.1999 - 12.2003
- Worked as an apprentice for 3 years while studying for a Chartered Accountant course in India
- Statutory Audit of approximately 8 Private Limited Companies
- Audit of approximately 10 Private Limited Companies, Partnership firms, and Proprietary Concerns
- Concurrent Audit of RESERVE BANK OF INDIA for one year. The following areas were covered: Verification of daily banking transactions, verification of weekly and monthly statements, and reconciliation, verification of adherence to norms of customer compliance, verification of various employee payments like salary, medical reimbursement, checking of Depreciation Schedule, month-end reporting, audit of purchases of fixed assets and maintenance expenses, income tax and sales tax work, preparation of projected balance sheet, stock audit of carrying and forwarding agent, operations of accounts receivable / accounts payable
Education
Enrolled Agent - Taxation
IRS
Remote01.2018
Income Tax Course - Taxation
Liberty Tax
New Jersey11.2012
CPA - Accounting, Auditing, Taxation
AICPA
Remote01.2007
Chartered Accountant - Accounting, Auditing, Taxation
Institute of Chartered Accountants of India
Nagpur, India11.2004
Bachelor’s Degree - Commerce
Hislop College
India01.2002
Skills
- Tax advisory services
- Tax research
- Individual Income tax preparation
- Business tax preparation
- Strong customer service skills
- Bookkeeping expertise
- Journal entries
- State tax regulations
Certification
- Certified Pro-Advisor with QuickBooks
- Intuit Academy Tax Level 1 Certified
- Intuit Certified Bookkeeping Professional
- Possess Active PTIN (Preparer Tax Identification Number)
- Certified in Excel
Accomplishments
Consistently rated as top performer in TurboTax by my customers and my managers.
The feedback I've received from customers and colleagues highlights my accomplishments and the impact of my work at Intuit. Here are some examples:
From Customers:
· She researched well. Was very thorough before answering my complicated questions and she was very kind!
· The agent was superb. She was professional, patient and listened to my exact problem and question, researched it and gave me the exact answer and solution I was looking for. Excellent in every way.
· She was so helpful. I know absolutely nothing about taxes, and she helped me patiently, explained things in a way that I understood and never made me feel stupid. I really appreciate her for that
· The information I received was clear, concise and actionable. She was an active listener and understood what I was explaining. I even got some additional tips and tricks! Thank you!
Timeline
Tax Expert
Intuit
01.2020 - Current
Tax Preparer
Happy Tax
01.2019 - 12.2019
Tax Preparer
Jackson Hewitt
01.2016 - 12.2016
Junior Accountant
Ghanshyam Bhanderi, CPA
01.2006 - 12.2006
Apprentice
Shah Chari & Company, Chartered Accountants
01.1999 - 12.2003
- Certified Pro-Advisor with QuickBooks
- Intuit Academy Tax Level 1 Certified
- Intuit Certified Bookkeeping Professional
- Possess Active PTIN (Preparer Tax Identification Number)
- Certified in Excel
Enrolled Agent - Taxation
IRS
Income Tax Course - Taxation
Liberty Tax
CPA - Accounting, Auditing, Taxation
AICPA
Chartered Accountant - Accounting, Auditing, Taxation
Institute of Chartered Accountants of India
Bachelor’s Degree - Commerce
Hislop College
Similar Profiles
Wayne BrownWayne Brown
Quickbooks Live Leadership at IntuitQuickbooks Live Leadership at Intuit
Brooke AllenBrooke Allen
Contract Recruiter at IntuitContract Recruiter at Intuit
Cassie WestermanCassie Westerman
Technical Support Representative at IntuitTechnical Support Representative at Intuit