Sarthak Shah
Arlington Heights,IL
Summary
Experienced Tax Associate with skills in tax preparation, accounting/bookkeeping, payroll tax, sales tax.
Overview
3
3
years of professional experience
Work History
Tax Associate
Apple Growth Partners (Burton Partners)
2022.08 - 2024.04
- Prepared Individual, Business, and Trust tax returns and reviewed
- Prepared and Filed Quarterly payroll tax returns for IL and other states with accuracy
- Filed Sales Tax Return online in a timely manner with accuracy
- Recorded GL activity journal entries and other adjusting journal entries in Accounting CS
- Prepared financial statements and reviewed comparative financial statements to analyze trends and make necessary changes
- Performed tax projections with different alternatives in Planner CS
- Organized various payroll entries and Credit Card transaction through use of Microsoft Excel.
Accountant
Windroot Corp
Schaumburg , IL
2021.06 - 2022.04
- Performed Bank Reconciliation and Credit Card reconciliation to ensure there were no discrepancies
- Categorized transactions in QuickBooks with accuracy
- Completed month and year end closing process to ensure accountability
- Performed General Ledger reconciliation to ensure completeness and accuracy of the financial statements
- Filed the Sales Tax Return online and emailed to client for payment need to make
- Prepared the financial statements on monthly basis and sent financial statements to the client in a professional manner
- Assisted in preparation and completion of Individual tax returns and business tax returns
- Preparing 1099-Misc,1099 NEC, and 1096 with accuracy
- Recommended to the clients for improvement related to transactions
- Collaborated with clients to identify IRS inquires and provided resolutions.
Project Accountant (contract)
McDonald Corporation (through CRS Group)
2020.12 - 2021.04
- Obtained and maintained a thorough understanding of project accounting concepts
- Assisted and supported in providing Balance Sheet and Income Statement financial information
- Performed monthly account reconciliations and fixed asset exception reporting
- Collaborated with internal and external customers providing superior customer service
- Ensured all documentation retained is SOX compliant
- Supported all accounting functions related to project accounting and fixed assets
- Participated in audit activities by providing documents requested
- Researched and provided answers to customer inquiries.
Education
Masters in Audit and Advisory Services -
DePaul University
Chicago, IL12.2019
Bachelor of Science in Accounting & Finance -
Roosevelt University
Chicago, IL12.2016
Skills
- Proficient in MS Suite
- QuickBooks
- QuickBooks Online
- UltraTax
- Accounting CS
- Fixed Asset CS
- Planner CS
- CCH Axcess
- Accounting/Bookkeeping
- Tax Preparation
- Payroll Tax
- Sales Tax
Timeline
Tax Associate
Apple Growth Partners (Burton Partners)
2022.08 - 2024.04
Accountant
Windroot Corp
2021.06 - 2022.04
Project Accountant (contract)
McDonald Corporation (through CRS Group)
2020.12 - 2021.04
Masters in Audit and Advisory Services -
DePaul University
Bachelor of Science in Accounting & Finance -
Roosevelt University
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