Sarthak Aggarwal
Clifton,VA
Summary
Analytical and driven Accounting graduate student with strong experience in auditing, taxation, and financial analysis. Demonstrated leadership through teaching, mentoring, and supporting academic success for undergraduate finance students. Skilled in leveraging advanced Excel, SQL, Power BI, and AI-enhanced accounting tools to improve efficiency and accuracy in audit and tax workflows. Recognized for academic excellence, attention to detail, and strong communication skills. Actively completing 150-credit CPA eligibility requirements and pursuing the CPA exam while gaining hands-on experience in public accounting environments.
Overview
2
2
years of professional experience
Work History
Tax Accounting Intern
LeMay & Company
Newington, VA
01.2025 - Current
- Prepare federal and state tax returns for individuals and small/medium-sized businesses.
- Lead client communication to gather required tax documents and accelerate processing timelines.
- Utilize UltraTax, Gather AI, Onvio, and SurePrep to automate data capture and enhance compliance processes.
- Assist in tax planning and issue identification to improve filing accuracy.
Audit Intern
Calibre CPA Group
Bethesda, MD
07.2023 - 08.2023
- Supported audits for not-for-profit and financial services clients through substantive testing and internal control walkthroughs.
- Performed loan portfolio audits, identifying risks and verifying regulatory compliance.
- Verified benefit payments and reviewed cash disbursements to ensure adherence to policies and mitigate fraud.
- Completed Fair Market Value analyses for investment portfolios to support accurate financial reporting.
Education
Master of Science - Accounting
George Mason University, Costello College of Business
Fairfax, VA07.2026
Bachelor of Science - Business, Accounting & Finance
George Mason University, Costello College of Business
Fairfax, VA05.2025
Skills
- Excel (advanced) and Microsoft Office Suite
- Power BI and Tableau
- SQL and data validation
- GAAP and audit procedures
- Financial analysis and tax preparation
- Leadership and mentoring
- Communication skills
- Analytical reasoning and attention to detail
LEADERSHIP & CAMPUS INVOLVEMENT
Finance Teaching Assistant
- George Mason University — Fairfax, VA
- Aug 2024 – Dec 2024 - Led weekly review sessions and classroom discussions for 150+ students.
- Provided 1:1 academic support, strengthening student understanding of core finance concepts.
- Collaborated with faculty to improve grading efficiency and instructional quality.
- Demonstrated leadership in guiding students, communicating complex financial topics, and managing classroom engagement.
Peer Mentor — Accounting & Finance Students
- 2023 – Present - Coach peers on resume development, internship search strategies, and technical coursework.
- Offer support on Excel modeling, financial analysis, and foundational accounting principles.
ADDITIONAL STRENGTHS
- Experience leading instruction and improving student academic outcomes
- Strong foundation in financial reporting, auditing, and taxation
- Comfortable using AI-assisted accounting tools
- Recognized for academic excellence and contribution to the Accounting program
Timeline
Tax Accounting Intern
LeMay & Company
01.2025 - Current
Audit Intern
Calibre CPA Group
07.2023 - 08.2023
Master of Science - Accounting
George Mason University, Costello College of Business
Bachelor of Science - Business, Accounting & Finance
George Mason University, Costello College of Business