Shweta Sharma
Summary
Highly skilled tax professional with over a decade of experience specializing in QuickBooks, individual and small business tax preparation, and payroll tax compliance. Acquired Enrolled Agent (EA) license in February 2022. Actively seeking opportunities in Tax Preparation, TAx Accounting, and Tax Consulting roles to apply extensive expertise and contribute to organizational success.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Tax Expert
Intuit
01.2024 - Current
- Provide expert guidance to clients in completing individual and small business tax returns using TurboTax products, ensuring compliance with federal, state, and local regulations through meticulous research and application of tax codes.
Tax Compliance Consultant
ADP
03.2022 - 11.2023
- Conducted in-depth research, audits, and analysis to ensure state and federal payroll tax compliance
- Specialized in resolving intricate tax issues within the Amendments and Late Originals division
- Exceeded weekly and monthly targets, standing out as top performer in the team
- The role concluded following project completion/organizational restructuring, rendering me eligible for potential reapplication in-office
- However, immediate reapplication was hindered due to relocation requirements.
Expert Assist
TaxAct
02.2022 - 04.2022
- Assisted clients with tax-related inquiries, using TaxAct software for efficient resolution
- Meticulously reviewed individual tax returns to ensure accuracy and completeness, emphasizing prompt attention to detail.
Accounting & Tax Specialist
Tivoli Management LLC
03.2015 - 02.2022
- Collaborated with the company CPA to assist in preparing tax returns (1040, 1065, 1120S) and franchise/sales tax reports for all subsidiary companies
- Managed accounts payable with QuickBooks, conducted bank and credit card reconciliations, and maintained precise financial records.
Bookkeeper and Tax Assistant
WTN CPAs
11.2013 - 02.2015
- Conducted various bookkeeping tasks such as reconciliations and processed accounts payables and receivables
- Supported the CPA in preparing business returns for partnerships, SCorps, sole proprietorships, and individual clients.
Education
Post Graduate Diploma in Business Management (Equivalent to MBA) -
Indian Institute of Planning & Management
12.1999
Bachelor of Commerce (Honors) - Comparable to Bachelor of Business Administration -
Delhi University
12.1997
Skills
- QuickBooks
- Intuit Proseries
- Tax Wise
- Intuit TurboTax
- Tax Act
- Microsoft Excel
- Word
- PowerPoint
- OneNote
Certification
- Enrolled Agent, 02/01/2022, Current on mandatory Continuing Professional Education (CPE) for licensure
- Intuit Academy Tax Level 1, 04/01/2024
- Intuit Bookkeeping Certificate
Timeline
Tax Expert
Intuit
01.2024 - Current
Tax Compliance Consultant
ADP
03.2022 - 11.2023
Expert Assist
TaxAct
02.2022 - 04.2022
Accounting & Tax Specialist
Tivoli Management LLC
03.2015 - 02.2022
Bookkeeper and Tax Assistant
WTN CPAs
11.2013 - 02.2015
Post Graduate Diploma in Business Management (Equivalent to MBA) -
Indian Institute of Planning & Management
Bachelor of Commerce (Honors) - Comparable to Bachelor of Business Administration -
Delhi University