Summary
Overview
Work History
Education
Skills
Timeline
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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)
08.2022 - 04.2024
  • 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
06.2021 - 04.2022
  • 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)
12.2020 - 04.2021
  • 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, IL
12.2019

Bachelor of Science in Accounting & Finance -

Roosevelt University
Chicago, IL
12.2016

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)
08.2022 - 04.2024

Accountant

Windroot Corp
06.2021 - 04.2022

Project Accountant (contract)

McDonald Corporation (through CRS Group)
12.2020 - 04.2021

Masters in Audit and Advisory Services -

DePaul University

Bachelor of Science in Accounting & Finance -

Roosevelt University

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Sarthak Shah