SWATI AGARWAL
Wylie,USA
Summary
Certified Public Accountant (Awaiting License) working for Intuit (JDA TSG ) in Plano, Texas. Proficient in general and corporate accounting and an expert in tax preparation. To Work in a dynamic environment that provides me with a wide spectrum of experience and exposure. To bring a dynamic and versatile portfolio of skills to the workplace and serve the organization positively and efficiently. Detailed Audit Manager skilled in financial assessments and risk management to prevent fraud. I am experienced in developing internal controls and audit policies. Analytical Audit Manager leveraging exceptional risk management skills. Accounting professional prepared to contribute expertise in financial data management and support to enhance team productivity and known for reliability and adaptability in dynamic environments. Skilled in financial reporting, client account management, and collaborative team efforts. Experienced with financial data management, client account support, and regulatory compliance. Utilizes accounting software to streamline processes and ensure accuracy. Track record of enhancing efficiency through strong analytical and organizational skills.
Senior tax professional with extensive experience in tax planning, compliance, and advisory services. Proven ability to collaborate effectively with teams and adapt to changing needs, ensuring reliable results. Strong skills in tax law interpretation, financial analysis, and risk management. Known for analytical thinking and results-driven approach.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Senior Tax Expert
Intuit (Jda Tsg)
Dallas, TX
01.2026 - Current
- Provide expert-level tax advice and preparation support to clients using Intuit’s digital platforms, ensuring accuracy, compliance, and a seamless user experience.
- Assist customers in navigating and utilizing the Intuit Expert Portal, resolving complex tax scenarios in real time via chat, video, or phone.
- Review and prepare federal and state tax returns, identifying opportunities for tax savings while ensuring adherence to current tax laws and regulations.
- Troubleshoot advanced tax issues, including multi-state filings, self-employment income, investments, and small business tax matters.
- Stay current with evolving tax legislation, IRS updates, and compliance requirements to provide accurate and timely guidance.
- Deliver exceptional customer service by simplifying complex tax concepts and building trust with clients through clear communication.
- Collaborate with cross-functional teams to provide feedback on product improvements, user experience, and common customer pain points.
- Maintain detailed documentation of customer interactions and tax decisions within the Expert Portal system.
- Mentor and support junior tax experts by sharing knowledge, reviewing cases, and contributing to team development.
- Ensure data security and confidentiality standards are strictly upheld when handling sensitive financial information.
Senior Tax Associate
Prime Insights Advisors.
Dallas, TX
11.2025 - 02.2026
- Prepare and review federal and state tax returns for individuals, corporations, partnerships, and trusts using Lacerte Tax Software.
- Utilize CCH Axcess for tax workflow management, return processing, and compliance tracking across multiple engagements.
- Manage and organize client documentation through secure file management systems, ensuring completeness, accuracy, and timely retrieval of records.
- Leverage SurePrep tools to automate data extraction, standardize workpapers, and improve efficiency in tax return preparation.
- Analyze financial statements and supporting documents to identify tax positions, deductions, and planning opportunities.
- Ensure compliance with IRS regulations and applicable state tax laws, maintaining high standards of accuracy and quality.
- Coordinate with clients to gather necessary information, clarify discrepancies, and provide updates on return status.
- Review work prepared by junior staff, provide feedback, and ensure adherence to firm standards and best practices.
- Maintain detailed documentation of tax positions, assumptions, and filing decisions for audit readiness and internal review.
- Collaborate with cross-functional teams to streamline processes, improve workflow efficiency, and enhance overall client service delivery.
- Stay up to date with changing tax laws, regulations, and software updates to ensure best practices are consistently applied.
- Meet strict deadlines during peak tax seasons while managing multiple engagements effectively.
Tax Accounting Associate and Auditor
SG INC CPA
Plano, Texas
12.2024 - 12.2025
- Analyze data and prepare work papers and tax returns based on professional standards for various entities and individuals.
- Identify, research, and assess various tax issues while also providing information to seniors and managers.
- Prepare numerous federal and state tax returns for individuals, corporations, and partnerships including 1040, 1120, the 1120S & 1065 on Drake Software.
- Prepare response letters addressed to IRS notices for individuals and corporations.
- Timely and efficiently prepare monthly, quarterly, and annual financial statements on QuickBooks software.
- Fixed asset accounting, reconciliation, and depreciation journals.
- Scheduled client appointments, communicated with clients over the phone and email, and maintained up-to-date client files.
Career Break
Dallas, TX
07.2018 - 02.2022
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Proven ability to learn quickly and adapt to new situations.
- Full Time Parenting
Tax & Audit Associate
R.K Jain & Associates Chartered Accountants
India
06.2012 - 06.2017
- Managed a team of auditors, ensuring accurate and timely completion of audit projects.
- Maintained up-to-date knowledge on accounting standards and best practices to ensure high-quality audit results were delivered consistently.
- Preparations & E-Filling of ROC Returns of companies, Submission of Various Forms of ROC.
- Preparation & E- Filling of TDS Returns.
- Conducting Internal, Statutory Audits & Tax Audits of Companies & Firms of different segments.
- Handling Scrutinization & Finalization of Companies Accounts.
- Managed a team of auditors, ensuring accurate and timely completion of audit projects.
- Maintained up-to-date knowledge on accounting standards and best practices to ensure high-quality audit results were delivered consistently.
- Streamlined audit processes for increased efficiency and accuracy through meticulous documentation and organization.
- Advised businesses on structuring transactions to minimize tax liabilities while remaining compliant with regulations.
M/s R. K Jain& Associates Chartered Accountants
India
10.2007 - 03.2011
- Compliance with Accounting Standard.
- Continuously sought opportunities for professional development and growth throughout the internship experience, resulting in increased confidence and competence in research skills.
- Drafting Audit Reports as per the new reporting requirements of Companies Audit Report Order, 2003 (CARO).
- Review of Corporate Governance Report and other Secretarial records.
- E-TDS Return, Service Tax computation, return filing.
- Preparation of Income Tax computation of Individual, Firms and Companies.
- Preparation of Audit Plan and ensure completion of the same with in the time.
- Analysis of Revenue Booking System.
- Analysis of Debtors and Creditors-Ageing, Recovery Period, Balance Confirmation Procedures and legal cases.
- Analysis of Stock and Stores – Identification procedures for Slow Moving, Non-Moving and Obsolete items, analysis of Purchase Procedure.
- Preparation and review of various reconciliation statement e.g BRS, Stock.
- Compliance of statutory dues in a timely manner & other incidentals records.
Education
PGCM - Finance
Post Graduate Certificate in Management – Finance
All India Management Association (AIMA)02-2026
CPA (Awaiting License) -
American Institute of Certified Public Accountants
Montana, USA10-2024
CA Final- Group 1 Cleared - undefined
The Institute of Chartered Accountants of India
Delhi, India05-2012
Bachelor of Commerce - undefined
Agra University
Agra, India07-2010
GED - undefined
Holy Public School
India07-2007
High School Diploma - undefined
St. Francis Convent School
India07-2005
Skills
- Financial Statement Review, Audit Documentation, Client Relationship Management, Risk Assessment, Accounting Processes, Tax Law, Communication Skills, Customer Service, Financial Reporting, GAAP, Auditing, Assurance, Taxation, Financial Analysis, Forecasting, Regulatory Compliance
Certification
Certified Public Accountant (Awaiting License), American Institute of Certified Public Accountants, 2024
WEBSITES, PORTFOLIOS, PROFILES
https://www.linkedin.com/in/swati-agarwal-44472543/
Accomplishments
- Recognized as 'District Topper' & received a 'MERIT LIST HOLDER' Award in Senior Secondary School for excellent performance throughout the year.
- Received Best 'TEAM AWARD' in the DEBATE Competition in Business Studies, Economics and Accounts in Senior Secondary school.
DISCLAIMER
I hereby declare that the abovementioned information is true to the best of my knowledge.
Timeline
Senior Tax Expert
Intuit (Jda Tsg)
01.2026 - Current
Senior Tax Associate
Prime Insights Advisors.
11.2025 - 02.2026
Tax Accounting Associate and Auditor
SG INC CPA
12.2024 - 12.2025
Career Break
07.2018 - 02.2022
Tax & Audit Associate
R.K Jain & Associates Chartered Accountants
06.2012 - 06.2017
M/s R. K Jain& Associates Chartered Accountants
10.2007 - 03.2011
CA Final- Group 1 Cleared - undefined
The Institute of Chartered Accountants of India
Bachelor of Commerce - undefined
Agra University
GED - undefined
Holy Public School
High School Diploma - undefined
St. Francis Convent School
PGCM - Finance
Post Graduate Certificate in Management – Finance
CPA (Awaiting License) -
American Institute of Certified Public Accountants