SAJITHA JANARTHAN
Leander
Summary
Highly motivated and resourceful accountant with over 13 years of proven experience in accounting, finance, Payroll and taxation. Demonstrated accelerated growth with sustainable top-tier successes, while maintaining an outstanding reputation for high moral character, integrity, and work ethics. Committed to continuous improvement and upholding the highest level of confidentiality. Also an active ACCA finalist. Experienced in year-end bookkeeping and tax preparation, utilizing comprehensive knowledge of financial regulations to ensure accurate and compliant filings. Track record of effective client communication and timely completion of tax documents, consistently delivering exceptional results.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Tax/Bookkeeper/Payroll Specialist
Marshall Financial Services
05.2021 - Current
- Prepared and filed tax returns for individuals, S-Corporations, and non-profits using DRAKE Tax software, ensuring all tax documents were accurate and in compliance with current tax laws.
- Worked directly with clients to gather necessary financial information and provided clear guidance on tax strategies, deductions, and credits.
- Analyzed financial statements, including income statements, balance sheets, and cash flow statements, to identify tax-saving opportunities for clients.
- Assisted in the preparation of state and federal tax filings, including multi-state tax returns, for businesses and individual clients.
- Reconciled tax payments and liabilities, ensuring proper calculations for payroll taxes and sales taxes.
- Managed and filed nonprofit tax returns (Form 990) in accordance with IRS regulations.
- Conducted tax audits for clients to ensure accurate filing and resolution of discrepancies.
- Provided year-round tax advice and support to clients, responding to inquiries regarding tax law changes, deductions, and filing procedures.
- Processed payroll for multiple clients, including tax calculations and ensuring compliance with federal, state, and local regulations.
- Filed Quarterly 941 Returns to report federal payroll taxes and ensure compliance with IRS requirements.
- Filed Texas Workforce Commission (TWC) reports for state unemployment insurance compliance.
- Prepared and filed Yearly W-2 and 941 forms for clients, ensuring timely and accurate submission.
- Used QuickBooks Desktop and Online to record financial transactions, reconcile bank accounts, and maintain accurate general ledgers.
- Managed and filed sales tax returns for clients, ensuring accurate calculations and timely payments.
- Generated monthly and quarterly financial reports, including profit & loss statements, balance sheets, and cash flow reports, for clients’ review.
- Provided bookkeeping support for small and medium-sized businesses, ensuring efficient and accurate accounting operations.
Tax specialist - Part-Time
H & R BLOCK
12.2018 - 04.2023
- Provide tax support to various internal departments and client advisors. Facilitate tax recovery initiatives and ensure compliance with Federal revenue agencies. Prepare tax returns using electronic filing software (BLOCKWORKS).
- Successfully completed 100+ federal client returns as a first-year Tax Pro goal within a limited tax schedule.
- Reduced client federal tax liability by identifying and implementing overlooked tax credits and deductions; offered solutions against potential tax liability and provide recommendations for future planning.
- Prepared and completed tax returns on Federal client tax returns, including 1040 & 1065.
- Reviewed financial statements for accuracy and integrity.
- Collected and submitted required tax payments.
- Managed a diverse portfolio of clients, delivering high-quality service and fostering long-term relationships.
- Managed tax submissions and made sure all information complied with regulations.
- Advised clients on best practices for managing their finances to minimize future tax liabilities while maximizing deductions and credits available to them.
- Enhanced client satisfaction by providing thorough tax analysis and recommendations.
Purchasing Expeditor
SPIRAL BINDING LLC
01.2019 - 05.2021
- Confirm purchase orders and Communicate delivery needs with vendors. Work closely with vendors to ensure timely delivery of dropship orders to customers. Perform various investigations on slow or missing deliveries. Actively participate in departmental meetings by sharing ideas for process improvements.
- Managed and improved vendor performance, contributing to the achievement of established department goals and objectives.
- Maintained accurate and timely completion of all purchasing paperwork, and assisted with closing open orders with Accounting.
- Successfully planned and completed over100 drop shipment orders daily.
Staff Accountant
SPAN ENGINEERING (PVT) LTD, SRI LANKA
01.2016 - 12.2017
- Facilitated the maintenance and completion of complex accounting activities, including compiling, analyzing, posting, and reporting financial information to maintain the integrity of accounting records for completeness, accuracy, and compliance with accepted accounting policies and principles. Worked closely with bankers, Auditors, and Attorney.
- Prepared month-end journal vouchers, General Ledger Entries, Accrual entries, and handled order to cash cycle and petty cash.
- Actively participated in ad-hoc projects and managed and reconciled bank, AR, and AP, and prepared draft financial statements and cash flows for internal-external purposes.
- Streamlined and improved current processes, reducing closing time for monthly and quarterly close.
- Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
Assistant Accountant
SPAN ENGINEERING (PVT) LTD, SRI LANKA
09.2009 - 09.2015
- Facilitated the maintenance and completion of complex accounting activities, including compiling, analyzing, posting, and reporting financial information to maintain the integrity of accounting records for completeness, accuracy, and compliance with accepted accounting policies and principles. Worked closely with bankers, Auditors, and Attorney.
- Prepared month-end journal vouchers, General Ledger Entries, Accrual entries, and handled order to cash cycle and petty cash.
- Actively participated in ad-hoc projects and managed and reconciled bank, AR, and AP, and prepared draft financial statements and cash flows for internal-external purposes.
- Streamlined and improved current processes, reducing closing time for monthly and quarterly close.
Education
Diploma - Accounting and Business, Accounting and Finance
ACCA (Chartered Certified Accountants)
01.2020
General Certificate of Education Advanced level - Accounting and Commerce
G.C.E A/L
01.2008
Skills
- Bookkeeping expertise
- Tax return preparation for Individual and Corporation
- Payroll processing & Federal Report filing
- Sales tax reporting
- Reporting and documentation skills
- Relationship building with clients
- Analytical problem-solving
- Effective time management
- Supportive team participant
- Proficient in financial statement review
- Proficient in QuickBooks
- Journal entry management
- In-depth tax research
- Effective client communication
- Thoroughness in work quality
Certification
- H & R Block | 2018 Completed the Income Tax Course
- Unique Institute Certificate in English
- AAT Business School Completed Sri Lanka Taxation
Languages
English
Professional Working
Tamil
Native or Bilingual
Timeline
Tax/Bookkeeper/Payroll Specialist
Marshall Financial Services
05.2021 - Current
Purchasing Expeditor
SPIRAL BINDING LLC
01.2019 - 05.2021
Tax specialist - Part-Time
H & R BLOCK
12.2018 - 04.2023
Staff Accountant
SPAN ENGINEERING (PVT) LTD, SRI LANKA
01.2016 - 12.2017
Assistant Accountant
SPAN ENGINEERING (PVT) LTD, SRI LANKA
09.2009 - 09.2015
General Certificate of Education Advanced level - Accounting and Commerce
G.C.E A/L
Diploma - Accounting and Business, Accounting and Finance
ACCA (Chartered Certified Accountants)
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