Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Languages
Software
Work Availability
Websites
Work Preference
Timeline
Neethashree Mallegowda

Neethashree Mallegowda

Tax Associate
Bellevue,Washington

Summary

Savvy Tax Associate with a well-rounded tax foundation gained from preparing various tax returns, tax planning, and special projects for tax engagements across multiple industry niches. Extensive knowledge of tax laws for all reporting entities and taxing authorities, enabling effective prioritization and management of assignments within schedule and budget constraints. Proficient in Microsoft Office tools, tax compliance process software, and tax research databases. Deadline-oriented approach to quickly assess customer needs, develop strategic plans, and maximize deductions while minimizing liabilities. Seeking a role with a tax preparation services organization. Experience in maintaining accounts, processing accounts payable and receivable, managing invoices, and delegating payroll. Excellent customer service skills, strong organizational abilities, and effective communication.

Overview

8
8
years of professional experience
5
5
Certifications

Work History

Tax Associate

H&r Block
01.2024 - Current
  • Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Analyzed financial statements to identify potential discrepancies or opportunities for improved tax planning strategies.
  • Contributed to overall team success by consistently meeting or exceeding performance metrics for quality, productivity, and client satisfaction.
  • Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
  • Provided exceptional client service by addressing inquiries promptly and effectively resolving concerns.
  • Secured and properly handled confidential data to protect against unauthorized access, improper transmission, and unapproved disclosure.
  • Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
  • Leveraged specialized software tools to optimize data organization and analysis throughout the entire taxation process.

Assistant Teacher

Bellevue Montessori School
08.2023 - 01.2024
  • Worked with teachers to design lesson plans and coordinate activities for classes.
  • Assisted lead teacher in providing individualized attention to students, resulting in improved academic performance.
  • Established positive relationships with parents through effective communication, fostering parental involvement in their children''s education.
  • Assisted in implementation of new learning tools, systems and materials.

Afternoon Teacher

Primetime Montessori
6 2021 - 8 2022
  • Interacted positively with children to encourage development and involvement in activities, treating each child with dignity and respect.
  • Identified and documented learning achievements by reporting outcomes, performance information and program adjustments used to boost comprehension. Worked with students to reinforce learning of material or skill introduced by teacher.
  • Arranged age-appropriate activities to help children develop interests and talents. Assisted children at mealtime to teach social and self-help skills and sound nutritional practices.
  • Evaluated students on monthly basis and adjusted lessons accordingly to incorporate improvements.
  • Organized creative and fun activities, enhancing children's physical, emotional and social well-being
  • Incorporated music and art activities to encourage creativity and expression.
  • Read stories to children and taught painting, drawing, and crafts.
  • Maintained daily records of individual activities, behaviors, meals and naps.

SLM Executive

Sequel mind solution pvt ltd
05.2013 - 02.2015
  • To generate reports and perform various analysis based on the requirement of Clients and Operations Management using MS Access and MS advanced Excel Develop and analyze performance dashboards, data cleaning, and validating reports.
  • Analysis of reports and interacting with clients for Service improvement
  • Ensure on-time and accurate report delivery by a team within the deadline/target
  • Engaging with the region and country stakeholders for new KPI discussions and projects.
  • Engaging with the quality and operation team for data quality issues.
  • Conducting monthly operation reviews with the team, analyzing the existing processes, and re-designing the same for enhancing operational efficiency.

Service reporting: SPA (Single point of Accountability), Scheduled Reports, Ad Hoc reports, creation of templates, Data Analysis

  • Automation of reports that consume more time and thereby reducing manual entry using Pivot table, formulas, and recording macros
  • Exposure to tools like ITSM, Remedy, and APG tools
  • Report transition and SLA Renewals.

SLA Renewals and revision of set targets:

SLA is Service Level Agreement between Client and DD Services.

Services portfolios:

1.Insite

2.Uptime

3.ITO

Measurable parameters service wise

1. Insite: 1.1 Initial Response(N1) 1.2 Diagnose(N2) 1.3 Notification(N3) 1.4 Restore(N4)

2. Uptime: Break Fix and Reactive Support

2.1 Initial Response, 2.2 Engineer onsite, 2.3 Resolution First Time Fix, 2.4 Remote fix.

3.ITO

3.1 Average Response Time(ART), 3.2 Mean Time Taken For Responsibility.

ITSM: Information Technology Service Management:

Is a front end tool and I have involved below activities,

  • Creating queries to extract data from the tool.
  • Scheduling reports to respective stakeholders both internal and external.
  • Handled ad hoc report requests from operations team.
  • Query streamlining to improve the performance of the tool in terms of data extraction.
  • Query modification as per the new change in the process or new requirement from the requester.

Remedy: Auto ticketing tool

It is front end tool. I have been involved as below

  • Query creation
  • Query Automation
  • Creation of Style
  • Data Archiving

APG:

Is a performance tool that helps in providing both live and historical network health stats like Device Availability, Link or Line Availability or reachability, CPU and Memory utilization, Bandwidth utilization both In% and Out% for the particular device in different samples like 10 minutes, 1 hour, 1 day and 1 week.

I have involved in extracting graphs, Data and scheduling both the graphs and data.

Report customization by coordinating with back end team.

Finance Executive

NuWare system Pvt Ltd
04.2011 - 06.2012

Project: Fortress Investment Group

  • Using Software FITs (Financial Tracking tool): Following and processing vendor's invoices on day to day basis like entering the invoice, checking the product and price, and allocating the cost
  • Going through the contract period and vendor details in FITS software
  • Reporting to the client on daily basis, Weekly and Quarterly.
  • Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
  • Analyzed invoice and expense reports, identified variances and researched issues to correct problems and maintain financial compliance.
  • Assessed data and information to check entries, calculations and billing codes for accuracy.

Accounts cum Admin

SAZ Logistics(Transport) Pvt Ltd
10.2008 - 08.2009

Account Executive

Goindex2u Bengaluru
08.2009 - 03.2011
  • Day to day accounting and accounts Payable functions and devising policies/system to ensure internal control, correct account & accurate payment within the policies.
  • To work on TDS (tax deducted at source).
  • Coordinating with Internal Audits and External Statutory audits.
  • To handle bank reconciliation statement.
  • Checking Outstanding statement and follow up payments
  • Administered online banking functions.
  • Ensured compliance with accounting deadlines.
  • Creating MIS report and Submit to the Management.

Education

MBA - HR & Finance

Tumkur University
08.2008

Bachelor degree - commerce

Kuvempu University

Skills

Microsoft Office Word

Certification

Microsoft Excel 2013 Certification - Coursera

Additional Information

  • Completed Washington State DSHS criminal history and background check and FBI fingerprint check
  • Holding a Washington State driver's license and valid automobile insurance
  • Completed First Aid , Blood Pathogens, Food Handlers trainings.
  • Completed Tuberculosis test.

Languages

English
Hindi
Kannada

Software

Quick book

Microsoft excel

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse

Work Preference

Work Type

Full Time

Work Location

HybridRemoteOn-Site

Important To Me

Career advancementWork-life balance401k matchPaid sick leaveHealthcare benefits4-day work weekWork from home optionFlexible work hoursPersonal development programs

Timeline

Quickbook Training

08-2024

Intuit Academy Bookkeeping Professional Certificate

07-2024
Tax Associate - H&r Block
01.2024 - Current
Assistant Teacher - Bellevue Montessori School
08.2023 - 01.2024
Microsoft Excel 2013 Certification - Coursera
01-2022
SLM Executive - Sequel mind solution pvt ltd
05.2013 - 02.2015
Finance Executive - NuWare system Pvt Ltd
04.2011 - 06.2012
Account Executive - Goindex2u Bengaluru
08.2009 - 03.2011
Accounts cum Admin - SAZ Logistics(Transport) Pvt Ltd
10.2008 - 08.2009
Afternoon Teacher - Primetime Montessori
6 2021 - 8 2022
Tumkur University - MBA, HR & Finance
Kuvempu University - Bachelor degree, commerce
Neethashree MallegowdaTax Associate