Muhammad Sameer Kothariawala
Monroeville,USA
Summary
Detail-oriented and results-driven accounting and tax professional with over 15 years of experience in financial reporting, tax preparation, payroll, and bookkeeping across U.S. and international markets. Proven ability to streamline processes, ensure compliance, and deliver accurate financial insights. Adept at using modern accounting software and collaborating with diverse clients.
Core Competencies : -
- Tax Preparation (Individual & Small Business)
- Payroll Processing & Reconciliation
- Financial Statements & GL Maintenance
- Sales Tax Filing & Compliance
Overview
12
12
years of professional experience
Work History
First Year Tax Professional/Advisor
H&R Block
01.2016 - 04.2016
- Conducting tax interviews with clients
- Review the Tax Professional Role Profile and understand key responsibilities and expectations
- Provide accurate tax preparation & helped taxpayers by using their federal, state and local codes and see to it that clients receive the maximum benefit permitted under the law of government
- Consult tax law handbooks for especially difficult tax returns
- Ensuring client confidentiality and privacy with offering additional products and services
Tax Accountant
Dwyer & Lodha Associates
01.2015 - 12.2015
- Company Overview: (Accounting and Tax Consultants with more than 6000 Clients)
- Assisted in preparing simple to complex tax returns for individuals or small businesses
- Assisted taxpayers by using their federal, state and local codes
- Interviewed clients to get a thorough picture of financial situation
- Resolved customer complaints
- Prepared tax returns using electronic filing software
- Filed an Extension as per request by client
Book Keeper
Freelance Bookkeeper
07.2013 - 12.2014
- Recorded all the related general entries and prepare financial statements in excel.
- Prepared form 5471 after review of balance sheet, profit & loss and put the figures accordingly
- Monthly & Quarterly sales tax e-file of small clients i.e. (gas station & convenient stores)
- Sunoco gas station/ Alstan MiniMart (Monroeville)
- Schwartz Market (Downtown Pittsburgh)
- Beltzhoover Mini Mart (Mount Oliver)
Assistant Manager Accounts & Finance
GEI (Global Energy Infrastructure) Pakistan Pvt LTD
10.2011 - 03.2013
- Managed and implemented guidelines on controlling cost and taking measures to reduce cost
- Processed and reconciled payroll
- Checked and verified work
Chief Accountant
Ahmed E.H Jaffer Foundation
10.2010 - 10.2011
- Assisted Chief Financial Officer in preparing financial statements
- Prepared monthly payments forecasting
- Prepared monthly & annual income tax statements of suppliers, services, and employees
- Maintained and Monitored payroll & bank reconciliation statements
- Submitted Monthly Financial Reports to Board and conducted annual audit by A.F Ferguson & Co.
Senior Assistant Accountant
U.G Foods Company Pvt LTD
01.2008 - 11.2008
- Developed computerized accounting system
- Prepared purchase order statements and reconciled them with ledgers
- Prepared Bank Reconciliation Statement
- Prepared Lease & Amortization Schedules
Accounts Assistant
Sakrand Sugar Mills
12.2003 - 12.2007
- Assisted manager in preparing financial statement
- Prepared vouchers, and input entries related to monthly closing entries
- Maintained fixed assets register.
- Prepared Cost account schedules, annexure, break-up of financial accounts & related matters of cost audit
- Checked payment base receipts & payment statements
- Prepared SPR (Store purchase requisition), SRR (Store receiving report), Store consumption & made double entry
- Prepared aging statements of debtor's & creditors
- Prepared statement of WPPF (Worker's Profit Participation Fund)
- Designed & improved chart of account & center codes
- Coordinated with external auditors regarding semi-annual & annual audit
- Prepared monthly & annual income tax & sales tax statements of supplier, services, salary for E-filing process
- Prepared annual advance tax statement.
Education
Tax Specialization -
H & R BLOCK
Certification of Income Tax - undefined
H & R BLOCK
01.2015
MBA - Finance & Accounts
KASBIT - Khadim Ali Shah Bukhari Institute of Technology
01.2013
Bachelors of Commerce - Accounting
KARACHI UNIVERSITY
01.2009
Skills
- MS Office( Excel, Word, PowerPoint, Outlook), Peachtree, QuickBooks, Oracle, Visual Basic, typing speed 60 wpm
- Drake Software the professional tax solution in Dwyer & Lodha Associates
- Block works - H & R Block income tax software
Timeline
First Year Tax Professional/Advisor
H&R Block
01.2016 - 04.2016
Tax Accountant
Dwyer & Lodha Associates
01.2015 - 12.2015
Book Keeper
Freelance Bookkeeper
07.2013 - 12.2014
Assistant Manager Accounts & Finance
GEI (Global Energy Infrastructure) Pakistan Pvt LTD
10.2011 - 03.2013
Chief Accountant
Ahmed E.H Jaffer Foundation
10.2010 - 10.2011
Senior Assistant Accountant
U.G Foods Company Pvt LTD
01.2008 - 11.2008
Accounts Assistant
Sakrand Sugar Mills
12.2003 - 12.2007
Certification of Income Tax - undefined
H & R BLOCK
MBA - Finance & Accounts
KASBIT - Khadim Ali Shah Bukhari Institute of Technology
Bachelors of Commerce - Accounting
KARACHI UNIVERSITY
Tax Specialization -
H & R BLOCK
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