Summary
Overview
Work History
Education
Skills
Affiliations
Websites
Certification
Timeline
Generic

Simbiat Sadique

Windsor Mill,MD

Summary

Tax Associate with four years of experience in preparing tax returns for individuals, partnerships, and corporations. Skilled in accounting software, ensuring compliance with tax regulations, and managing multiple client engagements. Recognized for analytical thinking and problem-solving abilities, with a focus on accuracy and effective communication.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Associate Analyst -Tax (RSI Contractor)

SERIGOR INC
Baltimore, MD
05.2025 - 01.2026
  • Review and validate hundreds of Maryland tax returns by correcting OCR (Optical Character Recognition) data and cross-checking fields, reducing submission errors prior to comptroller review.
  • Ensure that barcodes on submitted forms accurately match the corresponding scanned documents and taxpayer records.
  • Verify data fields (such as taxpayer IDs, filing status, or account information) against external databases or lookup tables for consistency and authenticity.
  • Work on 294 Out of State Credit and PTE to PTEE transfer in accordance with Maryland tax code and Comptroller policies.
  • Manually transfer or release funds intercepted by the State of Maryland for IRS offset programs. Verify if liabilities remain outstanding, then apply intercepted funds appropriately or release refunds to taxpayers when eligible.

Tax Associate (Seasonal)

H & R BLOCK
Baltimore, MD
11.2024 - 04.2025
  • Conduct face-to-face and virtual tax interviews with clients.
  • Prepare and complete individual tax returns while providing IRS support.
  • Assist clients in understanding tax implications and optimizing tax-saving opportunities.
  • Ensure clients compliance with the latest federal, state, and local tax laws and regulations.
  • Utilize tax preparation software to efficiently process returns and track client records.
  • Work closely with the team to manage workflow and meet deadlines.

Tax Associate

COHNREZNICK LLP
Baltimore, MD
10.2023 - 07.2024
  • Identified potential tax issues and Prepared tax-adjusting entries and tax trial balances.
  • Prepared partnership, and corporate tax returns and supporting workpapers for the tax returns.
  • Researched tax laws and filing requirements using the Internal Revenue Code and Treasury regulations.
  • Managed multiple client workflows.
  • Proficient in Microsoft Office applications, including Word, Excel, Outlook, and Teams, to support daily accounting and administrative tasks.
  • Stay updated with the latest tax legislation and changes in tax codes to ensure accurate reporting and compliance.

Tax Intern

ISAACS ACCOUNTING P.C
Baltimore, MD
09.2022 - 10.2023
  • Assisted in preparing individual tax returns with a focus on accuracy and compliance.
  • Assisted in payroll tax reporting and processing for multiple clients, maintaining accurate payroll records and ensuring timely submission of all required reports.
  • Prepare and review journal entries and reconcile monthly bank statements.
  • Prepare and reconcile financial statements, including balance sheets, income statements, and cash flow statements.
  • Solid understanding of Generally Accepted Accounting Principles (GAAP) and their application in financial reporting.
  • Reviewed and verified business expenses, depreciation schedules, and capital gains calculations.

Certified Medication Technician

QUANTUM LEAP INC
Owing Mills, MD
03.2018 - 10.2023
  • Assist clients with basic needs and daily activities.
  • Notify supervisor about any problem with the individuals.
  • Follow physician instruction after doctor’s visit.
  • Providing companionship.

Tax Intern

CASH CAMPAIGN OF MARYLAND
Baltimore, MD
02.2022 - 04.2022
  • Certified by IRS as an advanced tax preparation.
  • Prepare and e-file taxes for low-to-moderate income families.
  • Provide access to other assets, building services, and opening savings accounts.

Education

Bachelor of Science - Accounting, Concentration in Entrepreneurship

TOWSON UNIVERSITY
Towson, MD
05-2023

Associate of Arts - Accounting

COMMUNITY COLLEGE OF BALTIMORE
Catonsville, MD
08-2019

Skills

  • Tax preparation (individual, corporate, partnership)
  • Federal & State Tax Compliance
  • Payroll tax reporting
  • Bank reconciliation
  • General ledger
  • Financial statement preparation
  • Accounts payable and Accounts Receivable
  • Journal Entries & Adjustments
  • Data Verification
  • Microsoft Excel, Word, Outlook, PowerPoint
  • QuickBooks & QuickBooks Online
  • CaseWare
  • CCH Engagement & CCH Axcess
  • SAP, Workday, and ERP Systems
  • IRS Regulations
  • Audit Support
  • Time Management
  • Client Communication
  • GAAP & IFRS
  • ADC & IFP Application

Affiliations

  • Towson University Society of Accountancy (TUSA), Member, 2019 – 2023
  • National Association of Black Accountants, Inc. (NABA, INC.), Member, 2019 – 2023

Certification

  • Microsoft Office Specialist (MOS)
  • IRS Volunteer Standards of Conduct Certification
  • HubSpot Social Media Certification

Timeline

Associate Analyst -Tax (RSI Contractor)

SERIGOR INC
05.2025 - 01.2026

Tax Associate (Seasonal)

H & R BLOCK
11.2024 - 04.2025

Tax Associate

COHNREZNICK LLP
10.2023 - 07.2024

Tax Intern

ISAACS ACCOUNTING P.C
09.2022 - 10.2023

Tax Intern

CASH CAMPAIGN OF MARYLAND
02.2022 - 04.2022

Certified Medication Technician

QUANTUM LEAP INC
03.2018 - 10.2023

Bachelor of Science - Accounting, Concentration in Entrepreneurship

TOWSON UNIVERSITY

Associate of Arts - Accounting

COMMUNITY COLLEGE OF BALTIMORE
Simbiat Sadique