Simi Naushad
Tracy,CA
Summary
Skilled multitasker with superior work ethic and good teamwork, problem-solving and organizational skills. Willing to take on any task to help team. Reliable and dedicated team player with hardworking and resourceful approach. Motivated individual with strong work ethic and working independently. Strong organizational and team collaboration skills with experience in improving processes.
Overview
14
14
years of professional experience
Work History
Tax Associate
H&r Block
08.2023 - Current
- Completed and filed returns with tax departments at local, state, and federal levels.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Secured and properly handled confidential data to protect against unauthorized access, improper transmission and unapproved disclosure.
- Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry and technical matters to remain current on tax legislation.
- Helped individuals build legacies through estate and gift tax planning, charitable giving and philanthropy services.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Maintained compliance by adhering to current tax laws and regulations.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Offered clients recommendations to reduce tax liabilities.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
Instruction Aide
Lammersville Unified School District
06.2023 - 01.2024
- Offered caring companionship and emotional support.
- Observed and monitored children's activities.
- Supported children's development by encouraging teamwork and understanding of others.
- Adapted teaching methods and instructional materials to meet students' varying needs and interests.
- Attended professional meetings, educational conferences or teacher training workshops to improve professional competence.
Administrative Volunteer
MHMA
11.2021 - 05.2023
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Kept reception area clean and neat to give visitors positive first impression.
- Provided clerical support to company employees by copying, faxing and filing documents.
- Responded to inquiries from callers seeking information.
- Restocked supplies and placed purchase orders to maintain adequate stock levels.
- Assisted coworkers and staff members with special tasks on daily basis.
- Managed filing system, entered data and completed other clerical tasks.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
Internship Student
H&r Block
09.2022 - 03.2023
- Improved internship experience by efficiently managing assigned tasks and meeting deadlines.
- Enhanced team productivity by effectively collaborating on projects and contributing innovative ideas.
- Streamlined office processes with diligent organization, resulting in improved efficiency.
- Developed professional skills through hands-on experiences, including time management and effective communication.
Volunteer
BRIGHT BIGINNING PARENT PARTICIPATING PRESCHOOL
10.2019 - 03.2020
- Improved organizational efficiency by streamlining volunteer onboarding processes.
- Promoted environmental awareness with educational workshops and hands-on activities.
- Managed administrative tasks such as scheduling, record-keeping, and budgeting for program success.
- Improved preschool curriculum by collaborating with fellow volunteers and staff to develop effective teaching materials.
- Assisted teachers in providing a safe and nurturing environment for children, promoting their social-emotional development.
Volunteer
Wish
08.2017 - 05.2019
- Assisted with special events or programs.
- Maintained clean, neat and operational facilities to serve program needs.
- Used strong interpersonal communication skills to convey information to others.
- Supported engaging, fun and smooth-running events by helping with organization and planning.
- Volunteered with groups and organizations to help make measurable differences for program recipients.
- Helped with office tasks, taking messages, scanning documents and answering phone inquiries.
- Sent email reminders regarding upcoming volunteer events to community leaders and civic groups.
General Accountant
Al Toukhi Investments
01.2015 - 02.2016
- Collected and arranged financial information and entered details Quick book financial management system.
- Created and introduced updated processes for accounts receivable sub-ledger and customer attribute reporting.
- Coordinated with clients to improve accounting, payroll and tax operations.
- Contacted customers to immediately find resolutions for escalated issues.
- Created budgets and forecasts for management group to meet regular accounting deadlines.
- Documented cash, credit, fixed assets, accrued expenses and line of credit transactions.
- Reconciled accounts and reviewed expense data, net worth and assets.
- Prepared documents, reports and presentations for executives and board members using advanced software proficiencies.
Accountant
Dar Al Wasel
01.2014 - 01.2015
- Gathered financial information, prepared documents, and closed books.
- Documented cash, credit, fixed assets, accrued expenses and line of credit transactions.
- Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating and cash and banking reconciliations.
- Reconciled accounts and reviewed expense data, net worth and assets.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Organized budget documentation and tracked expenses to maintain tight business controls.
Tax Associate
KPMG
03.2010 - 03.2012
- Enhanced client tax savings by identifying and implementing effective tax strategies.
- Conducted thorough research on federal and state tax regulations, providing valuable insights to clients and team members.
- Assisted in audit defense, resulting in favorable outcomes for clients.
- Streamlined tax preparation processes for increased efficiency and accuracy in filing returns.
- Collaborated with senior Tax Associates to develop solutions for complex tax issues, ensuring compliance and minimizing liabilities.
- SALT
- Completed and filed returns with tax departments at local, state, and federal levels.
- Tax Ammendment
Education
US CMA -
Institute of Management Accountant
10.2023
Federal Tax Return
Intuit Academy
05.2023
Certification - Federal And California State Law
H&R Block Academy
Kansas City, MO03.2023
CMA - Tax And Costing
Institute of Cost Accountant India
India06.2013
MBA - Finance
Calicut University
09.2011
Bachelor of Science - Accounting
MG University
India03.2008
Skills
- Individual and Business Returns Preparation
- Local, State and Federal Regulations
- Tax Code Knowledge
- IRS Correspondence
- Strategize Tax Plans
- Tax Issue Research
- Understanding of Applicable Laws
- Deductions Understanding
- Tax audit
- Estate and Gift Taxation
- Partnership Taxation
- Tax Credits and Incentives
- Bookkeeping
- Financial statement review
- Nonprofit Taxation
- Tax software proficiency
Timeline
Tax Associate
H&r Block
08.2023 - Current
Instruction Aide
Lammersville Unified School District
06.2023 - 01.2024
Internship Student
H&r Block
09.2022 - 03.2023
Administrative Volunteer
MHMA
11.2021 - 05.2023
Volunteer
BRIGHT BIGINNING PARENT PARTICIPATING PRESCHOOL
10.2019 - 03.2020
Volunteer
Wish
08.2017 - 05.2019
General Accountant
Al Toukhi Investments
01.2015 - 02.2016
Accountant
Dar Al Wasel
01.2014 - 01.2015
Tax Associate
KPMG
03.2010 - 03.2012
US CMA -
Institute of Management Accountant
Federal Tax Return
Intuit Academy
Certification - Federal And California State Law
H&R Block Academy
CMA - Tax And Costing
Institute of Cost Accountant India
MBA - Finance
Calicut University
Bachelor of Science - Accounting
MG University
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