Manveer Bhamra
Jamaica,USA
Summary
Detail-oriented accounting professional with hands-on experience in tax preparation, financial reporting, audit support, and client service. Proficient in Drake Tax Software, Intuit ProSeries, QuickBooks, and Excel, with experience preparing individual and business tax returns, maintaining workpapers, and supporting daily accounting operations.
Overview
6
6
years of professional experience
Work History
Tax/Audit Intern
Dhillon CPAs Inc
Floral Park, NY 11004
01.2026 - Current
- Conducted preliminary audit procedures to evaluate financial accuracy, compliance, and reliability of client records.
- Prepared and analyzed annual reports, financial statements, and detailed workpapers to support audits and financial planning.
- Utilized Intuit ProSeries, QuickBooks, Excel, and PivotTables to manage, reconcile, and analyze financial and tax data.
- Assisted with the preparation and filing of personal, business, nonresident, nonprofit, payroll, and sales tax returns
Tax/Accounting Assistant Manager
Loyalty Tax Services
Jamaica, NY
12.2023 - 12.2025
- Oversaw the preparation and filing of 2,000+ personal and business tax returns, maintaining a high standard of accuracy, compliance, and timeliness.
- Reviewed client financial information and utilized Excel and Drake Tax Software to ensure accurate tax reporting and efficient processing.
- Prepared and organized detailed workpapers, schedules, and supporting documentation for tax computations, audits, and financial analysis.
- Helped manage team workflow during peak tax season, supporting efficient operations and ensuring deadlines were consistently met.
- Communicated with clients to obtain required financial documentation, resolve issues, and provide clear responses to tax-related inquiries.
Pharmacy Cashier / Customer Service Associate
Meeraj Pharmacy
South Richmond Hill, NY
03.2023 - 01.2024
- Assisted customers with purchases, prescription pickups, and product inquiries in a high-volume pharmacy setting.
- Maintained accurate POS transactions and ensured compliance with company policies for payments, returns, and exchanges.
- Supported merchandising, inventory management, and OTC product assistance to promote organized and efficient operations.
- Delivered attentive customer service by providing product recommendations and guidance tailored to customer needs.
Pharmacy Cashier / Customer Service Associate
SureDrugs Pharmacy
South Richmond Hill, NY
06.2022 - 01.2023
- Operated POS and pharmacy systems accurately while assisting with daily customer and patient interactions.
- Addressed customer concerns and processed returns and exchanges professionally to support a positive customer experience.
- Worked closely with pharmacy staff to route medication-related inquiries appropriately and support safe pharmacy operations
Administrative Assistant
Area Climate Inc
Queens, NY
02.2020 - 06.2022
- Coordinated phone communications, scheduling, and database management while maintaining accurate client records.
- Developed professional relationships with clients and vendors to support effective communication and daily operations.
- Prepared invoices, contracts, annual budget manuals, and data entry records with a high level of accuracy and organization.
Education
Bachelor of Business Administration - Advanced Accounting (150 Credits)
Queens College CUNY
Flushing, NY12-2026
Associate’s Degree in Accounting - Accounting
New York City College of Technology
Brooklyn, NY12-2022
Skills
- Tax Preparation (Individual & Business)
- Excel and Financial Data Management
- Drake Tax Software, TaxSlayer, Intuit ProSeries, QuickBooks
- Payroll Processing; Accounts Payable/Receivable
- Client Communication and Document Review
- Audit Support, Compliance, and Financial Statement Preparation
Timeline
Tax/Audit Intern
Dhillon CPAs Inc
01.2026 - Current
Tax/Accounting Assistant Manager
Loyalty Tax Services
12.2023 - 12.2025
Pharmacy Cashier / Customer Service Associate
Meeraj Pharmacy
03.2023 - 01.2024
Pharmacy Cashier / Customer Service Associate
SureDrugs Pharmacy
06.2022 - 01.2023
Administrative Assistant
Area Climate Inc
02.2020 - 06.2022
Bachelor of Business Administration - Advanced Accounting (150 Credits)
Queens College CUNY
Associate’s Degree in Accounting - Accounting
New York City College of Technology