Summary
Overview
Work History
Education
Skills
Certification
Skill
Timeline
Generic

Sarthak Shah

Streamwood,IL

Summary

Client focused, results driven accounting professional with experience and a proven track record in client services and exceptional customer experience. Outstanding skills include building and maintaining relationships, problem-solving complex issues, and a strategic planner delivering innovative accounting solutions. Ability to identify development opportunities and communicate effectively with all levels of business.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Senior Tax Accountant

Halliwell Tax & Business Services
01.2025 - 08.2025
  • Prepared Individual, Business, and Trust return and reviewed
  • Prepared and file quarterly payroll tax return with accuracy
  • Performed bank and credit card reconciliation to ensure there were no discrepancies
  • Utilized QuickBooks and QuickBooks online to maintain accurate records, enhancing report reliability for client decision making
  • Performed full cycle accounting duties for varied clients list, including month-end-and year-end close processes
  • Prepare financial statements accurately and reviewed comparative financial statements.

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.

Staff Accountant (Temporary)

H. Jain & Co
Arlington Heights, IL
01.2020 - 04.2020
  • Processed financial transactions and reconciled accounts in accordance with Generally Accepted Accounting Principles
  • Completed month and year end closing process to ensure accountability
  • Completed general ledger process to verify balance accuracy
  • Utilized software to complete comparative balance sheet process
  • Strategically communicated with clients to discuss issues and provided resolutions
  • Reviewed and implemented all aspects of the bank reconciliation process
  • Assisted clients with federal income tax preparation

Accounts Receivable Clerk (Contract)

Miller Industrial (Brilliant Financial)
Elk Grove Village, IL
12.2018 - 01.2019
  • Completed credit card transactions and identified opportunity for improvement
  • Maintained deposits transactions efficient and effectively
  • Strategically communicated with clients to discuss issues and provided resolutions

Staff Accountant Internship

SK Tax Associates CPAs
Schaumburg, IL
05.2015 - 09.2015
  • Maintained monthly reconciliations for bank transactions
  • Completed the financial statement process to ensure accuracy
  • Identified transactional errors and provided development opportunities and resolutions
  • Strategically processed client payroll to ensure accuracy
  • Collaborated with clients to complete income tax process
  • Collaborated with clients to identify IRS inquires and provided resolutions
  • Completed all aspects of the account receivable and reporting process
  • Strategically communicated with clients to discuss issues and provided resolutions.
  • Enter data in the tax software prepared it and reviewed

Education

Masters - Audit and Advisory Services

DePaul University
Chicago, IL
12.2019

Bachelor of Science - Accounting & Finance

Roosevelt University
Chicago, IL
12.2016

Skills

  • MS Suite
  • Microsoft Dynamics 365
  • QuickBooks
  • QuickBooks Online
  • ATX Tax Professional Software
  • EasyACCT Accounting Software
  • Lacerte Tax
  • UltraTax
  • Accounting CS
  • Fixed Asset CS
  • Planner CS
  • CCH Axcess
  • Caseware
  • Drake tax
  • Fixed Asset Ledger

Certification

  • Eligible to sit for CPA exam

Skill

  • Accounting
  • Financial Statement preparation
  • Bank reconciliation
  • Compilation report
  • Tax Preparation ( Individual, Business, and Trust)
  • Bookkeeping
  • Payroll tax return
  • Sales tax return
  • Month-end close books
  • Year-end close books
  • Adjusting journal entries

Timeline

Senior Tax Accountant

Halliwell Tax & Business Services
01.2025 - 08.2025

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

Staff Accountant (Temporary)

H. Jain & Co
01.2020 - 04.2020

Accounts Receivable Clerk (Contract)

Miller Industrial (Brilliant Financial)
12.2018 - 01.2019

Staff Accountant Internship

SK Tax Associates CPAs
05.2015 - 09.2015

Masters - Audit and Advisory Services

DePaul University

Bachelor of Science - Accounting & Finance

Roosevelt University

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