Experienced in Accounting and Taxation, looking to enhance my career and contribute towards Operational Accounting, Taxation and Auditing.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Tax Associate
Acena Consulting, LLC
01.2021 - Current
Provide consultative services to clients regarding R&D tax study documentation, to include analyzing IRS guidelines, consulting on cost segregation studies, and performing calculations
Analyze capitalization of assets and consult with vendors and engineers on components
Oversee engagement planning, letters, and site visits to properties
Managed over 61 projects both in and out of state, to include submitting deliverables on schedule while reporting to line manager for reviews and approvals
Managed over 300 cost segregation projects with a smaller threshold in cost segregation
Improved ability to track status of project milestones and tasks by developing and implementing work plans within project management tool
Contributed to growth in cost segregation across several states by communicating with client throughout project lifecycle, from kickoff to closeout
Gathered data in accordance with IRS criteria, coordinated with engineering team, and completed legal framework of studies prior to deadlines
Conduct weekly meetings with clients regarding R&D credit and cost segregation study to promote communication and drive engagement across compliance initiatives.
Accountant
Aghakhani & Luk LLP
02.2021 - 10.2021
Conducted reviews and compiled financial reports to identify risks and provided recommendations utilizing technical accounting expertise
Provided active support and guidance to ensure audit readiness
Performed analysis on inventory, accounts receivable, and accounts payable balance sheets
Prepared accurate tax work papers for simple and complicated income and franchise tax returns, handling 1065, 1120, 1120S, and 1040 filings.
Maximized compliance by recording, classifying, and summarizing financial transactions and events according to GAAP
Achieved validation of internal reports and reconciled production operations and general ledger through preparation of monthly, quarterly, and annual reporting analysis
Met challenging client requirements and identified solutions for complex tax discrepancies by performing analysis and research
Reduced tax burden by evaluating existing accounting policies, internal controls, and tax regulations and making suggestions for continuous improvements.
Tax Associate
Acena Consulting, LLC
01.2020 - 01.2021
Examined financial reporting, statements, and tax returns provided by client and analyzed data for effective decision making
Communicated with clients and CPAs to gather necessary documentation for internal database
Determined applicable cost related to R&D by evaluating wages, vendors, and contractors from general ledgers, financial statements, 1099s, etc
Developed workpapers and schedules to support client information and managed multiple client engagements
Prepared audit defense and reports for various stages of the work process, as required by clients
Performed and reviewed calculations in compliance with IRS Guideline Section 41, depending on company designation, such as Individuals, C-Corps, LLCs, and LLPs.
Consultant
Concord, Inc
01.2016 - 01.2019
Directed financial management for several retail establishments
Collected source documents and coordinated with CPA firms
Maintained records of day-to-day activity and ensured banking was completed on time
Collaborated with CPAs to disburse weekly and bi-weekly salaries
Created inventory database system to maintain records for all products and ensured accurate pricing for goods and services being offered
Developed new business opportunities by consulting with agents and company representatives.
Staff Accountant
S&A Associates, CPAs
01.2015 - 01.2016
Oversaw bookkeeping for individuals and companies
Prepared and analyzed financial statements
Processed weekly, monthly, and quarterly payrolls
Managed Accounts Receivable and Accounts Payable.
Education
Bachelor of Commerce - Accounting & Finance
Curtin University of Technology
Skills
Verbal & Written Communication
US Generally Accepted Accounting Principles (GAAP)
Bank reconciliation
Month end closing
Fix assets schedule
Balance sheet reconciliation
SEC Rules & Regulations
Regulatory Compliance
Confidentiality
Client Relations
Analytical Thinking
Research
Problem Solving
Detail Oriented
Payroll
Customized In-house ERP Systems
QuickBooks (Desktop and Online)
Xero
Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)
CPA Candidate, California Board of Accountancy, Registration & Reporting Requirement (S-1) for SEC, Reporting Requirements of the Securities, Exchange Act of 1934, Non-issuer vs. Issuer Requirements with Respect to SOX, REG- SOX
Prior Experience
Relationship Manager, Standard Chartered Bank, Dhaka, Bangladesh, 2012-01-01, 2014-12-31
Associate Credit Manager, BRAC Bank, Ltd., Dhaka, Bangladesh, 2009-01-01, 2012-12-31
Accountant at Global Accounting Consulting LLC (Proud Audit LLC, Global Audit LLC)Accountant at Global Accounting Consulting LLC (Proud Audit LLC, Global Audit LLC)