Sandeep Kaur
Mechanicsburg
Summary
CPA candidate and detail-oriented accounting professional with extensive experience in tax return preparation specializing in client relationship management. Proven ability to enhance financial accuracy and streamline processes, leveraging strong problem-solving skills and proficiency in QuickBooks, tax software Committed to delivering exceptional customer service while ensuring compliance with tax regulations.
Overview
17
17
years of professional experience
Work History
Accounting Bookkeeper
Penn Jersey Food Mart
02.2021 - Current
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Performed administrative and clerical duties such as word processing, data entry, faxing and copying.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Managed payroll processing, ensuring employees were accurately compensated in a timely manner each pay period.
- Processed journal entries, guaranteeing accurate reflection of company finances within the general ledger system.
- Matched purchase orders with invoices and recorded necessary information.
- Handled day-to-day accounting processes to drive financial accuracy.
- Carefully and accurately performed a variety of accounting, bookkeeping and office tasks.
- Contributed to a positive work environment through effective teamwork, communication, and collaboration within the department.
Staff Tax Accountant
Susan Shultz, CPA Tax and Accounting
07.2013 - 05.2020
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
- Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions.
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
- Developed strong relationships with clients, fostering trust and loyalty through personalized service.
- Conducted thorough research on tax laws to ensure full compliance and minimize liabilities for clients.
- Accurately prepare quarterly and annual tax reports.
- Tracked funds, prepared deposits and reconciled accounts.
- Provided journal entries and performed accounting on accrual basis.
- Collaborated with team members to optimize workload distribution and meet tight deadlines.
- Prepared and reviewed financial statements including balance sheets, income statements, and cash flow statements for clients to identify benefits or tax breaks.
- Utilized tax preparation software such as Intuit proseries to ensure accurate and timely filing of over 200 tax returns per season.
- Prepared and filed quarterly payroll reports.
Administrative Assistant Intern
New Age Properties
07.2009 - 01.2010
- Assisted with organization and maintenance of office filing system for easy retrieval of information.
- Received and screened incoming calls, emails and visitors and alerted administrative manager to priority matters.
- Scheduled meetings and appointment to prevent scheduling conflicts.
- Maintained confidentiality of sensitive information through proper handling of documents and correspondence.
- Contributed to efficient office workflow by managing inventory and ordering supplies as needed.
- Increased accuracy of documentation by proofreading, editing, and formatting reports and presentations.
- Managed incoming and outgoing mail and packages to facilitate prompt delivery and receipt.
- Ensured timely completion of tasks by prioritizing workload according to urgency and importance.
Graduate Assistant
The University of Findlay
05.2008 - 04.2009
- Managed administrative tasks such as grading, scheduling, and record-keeping to ensure smooth operations within academic departments.
- Analyzed acquired information and presented to professors.
- Enhanced research quality by providing thorough literature reviews and data analysis support.
- Assisted professors in the development of course materials for improved student engagement and understanding.
- Developed strong communication skills by presenting research findings at conferences, meetings, and academic gatherings.
- Administered coursework, graded assignments and provided constructive feedback.
Education
Associate of Applied Science - Accounting
Luzerne County Community College
Nanticoke, PA12-2011
MBA - Accounting And Finance
The University of Findlay
Findlay, OH05-2010
Bachelor of Accounting - Accounting And Finance
Guru Nanak Dev University
Jalandhar, India04-2007
Skills
- Service excellence
- Journal entry preparation
- Individual taxation
- GAAP
- Income statement analysis
- QuickBooks proficiency
- Partnership taxation
- Federal and state tax returns
- Corporate tax filings
- Proficient in tax software
- Collaborative teamwork
- Effective multitasking
- Bookkeeping and reconciliation
- Effective organizational skills
- General accounting
- Proficient in Microsoft Excel
- Intrinsic motivation
Languages
English
Full Professional
Hindi
Native or Bilingual
Work Preference
Work Type
Full TimePart TimeWork Location
HybridImportant To Me
Work-life balanceFlexible work hoursCareer advancementCompany CultureTeam Building / Company RetreatsHealthcare benefitsPaid sick leaveWork from home optionPaid time offTimeline
Accounting Bookkeeper
Penn Jersey Food Mart
02.2021 - Current
Staff Tax Accountant
Susan Shultz, CPA Tax and Accounting
07.2013 - 05.2020
Administrative Assistant Intern
New Age Properties
07.2009 - 01.2010
Graduate Assistant
The University of Findlay
05.2008 - 04.2009
Associate of Applied Science - Accounting
Luzerne County Community College
MBA - Accounting And Finance
The University of Findlay
Bachelor of Accounting - Accounting And Finance
Guru Nanak Dev University
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