Summary
Overview
Work History
Education
Skills
Achievements Activities
Timeline
Generic
Megha Jain

Megha Jain

Santa Clara,CA

Summary

Analytical Tax and Audit Associate known for high productivity and efficient task completion. Possess specialized skills in tax preparation, regulatory compliance, and financial analysis. Excel in problem-solving, communication, and time management to meet tight deadlines and complex tax challenges.

Overview

13
13
years of professional experience

Work History

Tax Associate

NRI Tax Group
Santa Clara, CA
02.2023 - Current
  • Prepare and review individual and corporate tax returns, ensuring compliance with IRS regulations.
  • Conducted preliminary financial reconciliations to ensure accurate tax filings.
  • Researched tax legislation updates to provide insights for process improvements.
  • Helped in filing Federal and State returns for qualified individuals.
  • Reviewed financial statements for accuracy and compliance with applicable regulations.
  • Prepared detailed schedules for auditing purposes, such as revenue and expense accounts or inventory items.
  • Participated in meetings with clients to discuss audit results and recommendations for improvement.
  • Maintained up-to-date knowledge of accounting principles, auditing standards, and relevant laws.

Tax Volunteer

VITA
02.2019 - 04.2019
  • Helped to claim credit such as earned income tax credit, child tax credit and other dependency exemptions using Taxslayer (tax preparation software).
  • Volunteered 4 hours per week.
  • Helped in filing Federal and State returns for qualified individuals using Lacerte software.

Company Secretary

N Kumar & CO
Jamshedpur, India
01.2016 - 12.2016
  • Annual return filing of private companies.
  • Filings related to Director's Appointment, Increase in Authorized share capital, Transfer of shares.
  • Preparation of various types of deeds.

Finance Trainee

AUM Capital
Kolkata, India
06.2013 - 12.2013
  • Assisted in end-to-end processing of buyer's credit transactions for import payments.
  • Coordinated with the bank, importers, and overseas lenders to obtain competitive credit quotes.
  • Ensured compliance with RBI guidelines and trade finance regulations.

Intern as Chartered Accountant

SDP & Associates
Kolkata, India
03.2012 - 02.2013
  • Filing of Individual / Trust/Partnership & Companies tax returns.
  • Audit of Private companies/Trust/Partnership.

Education

Certified Public Accountant -

California Board Of Accountancy
California
01.2019

Company Secretary -

Institute of company Secretaries of India
New Delhi, India
01.2016

Bachelor of Commerce - Accounting & Finance

Calcutta University
West Bengal, India
01.2013

High school Diploma -

D.B.M.S English School
Jamshedpur, India
01.2010

Skills

  • Accounting principles
  • Data analysis
  • Compliance reporting
  • International accounting
  • Audit documentation preparation
  • Financial statement analysis
  • GAAP
  • General ledger maintenance
  • Internal controls evaluation
  • Presentation and reporting
  • Leadership and supervision
  • Client communication
  • Critical thinking
  • Tax preparation
  • Financial reconciliation

Achievements Activities

  • Achieved 156 credits which is good for obtaining USA California State CPA License.
  • Achieved gold medal for scoring highest in B.Com.

Timeline

Tax Associate

NRI Tax Group
02.2023 - Current

Tax Volunteer

VITA
02.2019 - 04.2019

Company Secretary

N Kumar & CO
01.2016 - 12.2016

Finance Trainee

AUM Capital
06.2013 - 12.2013

Intern as Chartered Accountant

SDP & Associates
03.2012 - 02.2013

Certified Public Accountant -

California Board Of Accountancy

Company Secretary -

Institute of company Secretaries of India

Bachelor of Commerce - Accounting & Finance

Calcutta University

High school Diploma -

D.B.M.S English School

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