Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

ZALAK PATEL

Bristol,PA

Summary

Detail-oriented Accounting Professional with a Master of Science in Accounting from Fordham University. Expertise in bookkeeping, financial reporting, and sales tax compliance, along with managing client records and preparing financial statements. Proven ability to perform reconciliations and liaise with state tax departments, seeking roles as Financial Analyst, Staff Accountant, or Accounting Analyst.

Overview

1
1
Certification
1
1
year of professional experience

Work History

Accounting Associate

INFINITY TAX & ACCOUNTING SOLUTIONS
Bensalem, Pennsylvania
05.2025 - Current

• Prepared and filed sales tax returns for 70+ client companies across Pennsylvania, New Jersey, Maryland, and Florida, ensuring compliance with state regulations. • Perform bookkeeping activities for 90+ companies, including recording transactions, maintaining accounting records, and account reconciliations. • Maintain general ledger accounts and assist with preparation of Profit & Loss statements and Balance Sheets. • Review bank statements, credit card statements, and supporting documents to ensure accurate financial records. • Assist with month-end accounting activities and financial reporting processes. • Analyzed financial data to identify discrepancies, enhancing accuracy of accounting records. • Communicate with state tax departments and government agencies regarding tax filings, payments, notices, and account issues. • Research tax compliance matters and resolve filing discrepancies using state tax portals. Organized financial documents to streamline client decision-making to facilitate client decision-making.

  • Processed client invoices and maintained accurate accounts payable records.
  • Assisted in preparing financial statements and ensuring compliance with regulations.
  • Managed daily bank reconciliations and resolved discrepancies promptly.

Education

Master of Science - MS in Accounting (STEM Designated)

Fordham University – Gabelli School of Business
New York
05-2025

Post-Baccalaureate Diploma - PGCM- International Accounting & Analytics

JAGSoM
Bangalore, India
07-2024

BCOM (HONS) - FINANCE AND ACCOUNTING

PDEU
Gandhinagar, India
07-2022

Skills

Financial Analysis
General Ledger Accounting
Bookkeeping
Account Reconciliation
Financial Statements Preparation
Sales Tax Compliance
Microsoft Excel(Pivot Tables,Lookup functions)
QuickBooks
Tableau Fundamentals
Data Analytics

Certification

  • CPA Candidate – Actively preparing for CPA examinations
  • Marketing in a digital world- University of Illinois, June 2023
  • Forensic Accounting & Fraud Management- University of Virginia, Sept 2020

Accomplishments

  • Merit medal recipient for 9.78/10 CGPA in UG
  • Research Dissertation: Impact of Working Capital on Profitability of FMCG Companies
  • Research Paper: Cash Flow Reporting- Direct and Indirect Methods

Timeline

Accounting Associate

INFINITY TAX & ACCOUNTING SOLUTIONS
05.2025 - Current

Master of Science - MS in Accounting (STEM Designated)

Fordham University – Gabelli School of Business

Post-Baccalaureate Diploma - PGCM- International Accounting & Analytics

JAGSoM

BCOM (HONS) - FINANCE AND ACCOUNTING

PDEU
ZALAK PATEL