SOHAN RABBI
Queens
Summary
Experienced with managing accounts receivable and ensuring timely collections. Utilizes exceptional analytical skills to reconcile accounts and identify discrepancies. Track record of maintaining accurate financial records and fostering productive client relationships.
Overview
9
9
years of professional experience
Work History
Federal and State Income Tax Preparer
Karnafully Tax Services
01.2021 - Current
- Setting up a meeting with clients, Advising clients about the tax preparation process
- Auditing all tax forms for completeness and accuracy
- Analyzing tax data submitted by the client to maximize the outcome, Preparing and submitting tax returns to Federal and State for clients
- Handling communication between clients and Tax authorities
- Providing future tax planning to clients and securing repeat business and expanding the client base
Accounts Receivable Specialist
Samaritan Daytop Village, Inc.
05.2018 - Current
- Process the clients-Graduate Checks and Bi-Weekly Personal Needs Allowances money (PNA)
- Performing Bank reconciliation for all accounts
- Maintained contacts with the facilities for all the client's inquiries, answering clients' calls and questions
- Deposited checks via online banking and coding them in financial edge and properly file the deposits, Post client's deposit in their Personal Needs Allowance Account (Avatar Software)
- Run quarterly reports to return funds to the Source/Clients
- Performing Journal Entries
- Verifying Checks and responding auditing staff.
Accounting Assistant (Internship)
Accountable Financial Management Corporation
10.2016 - 02.2017
- Answered phone calls, Scheduled appointments for prospective clients, Greeted and assisted clients
- Posted Journal entries in QuickBooks
- Performed data entries in excel spreadsheet
- Assisted/Prepared income tax return for 2016 tax year
Education
Master of Science - Accounting
Wilmington University
New Castle, DE08-2024
Bachelor of Science - Accounting And Finance
ASA College
Brooklyn, NY05-2022
Skills
- Microsoft Excel
- Accounts receivable
- Account reconciliation
- Data inputting
- Strong client relations skills
- Financial management
- Financial software
- General ledger
- Audit procedures
- Income tax preparation
Timeline
Federal and State Income Tax Preparer
Karnafully Tax Services
01.2021 - Current
Accounts Receivable Specialist
Samaritan Daytop Village, Inc.
05.2018 - Current
Accounting Assistant (Internship)
Accountable Financial Management Corporation
10.2016 - 02.2017
Master of Science - Accounting
Wilmington University
Bachelor of Science - Accounting And Finance
ASA College
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