Manager Customer

GUNEET K MAKKAR

***** ** **** ****** ******* ****7 ; 954-***-****; ****.******@*****.***

OVERVIEW

* ***** ** ********** ** Individual Tax Professional and knowledge on Partnership, S corporation, C corporation and Estate taxes.

1+ years of business & financial analysis experience

1+ years of accounting experience

Strong business and technical background with excellent analytical and problem solving skills

Thorough understanding of US-GAAP, US-GAAS regulations;

Proficient interpersonal skills, adept at working in multi-functional groups

COMPUTER PROFICIENCY

• Skilled in Windows 2000; MS Word, Excel, Advanced Macros, PowerPoint, Outlook; Internet; Quick books

• Skilled in using Taxwise and Profiler software for preparing Individual Income Tax Returns

PROFESSIONAL EXPERIENCE

Jackson Hewitt Associates (Tax Season- 2009, 2010)

Tax Professional (2 Years)

Worked as an Individual Tax Professional

Expert at Profiler and Taxwise software

Thorough understanding of Individual Tax Laws

Prepared both Federal and State Returns

Prepared unfiled tax returns for previous years

Created Amended Returns

Provided consultancy to customers on tax related matters

Experience in preparing returns for Sole Proprietorship with Schedule C.

Had a very good record of customer dealing and providing quality tax service.

PKF Finance Ltd. (India)

Assistant Manager - Trainee

• Processed loan applications and did financial/account analysis of the potential customer

• Journal entries and posting to the appropriate accounts

• Monthly reconciliation of loan accounts

• Handling customer accounts

• Assisted in preparing Profit and Loss A/C and Balance sheet

• Worked on the collection side also by tracking regular repayments from the customers

• Taking remedial actions for loan recovery in the event of default

• A vital link between the management and the customer

• Created and organized customer database in worksheets for easy access to customer information. Used excel and VBA to automate the worksheet updates. Also worked on the promotion and advertising side of our leasing schemes.

LANGUAGES

Read, write and speak fluently - English, Hindi and Punjabi

EDUCATION

MBA, Major – Finance (GPA 3.4)

Bachelor of Commerce (with Business and Accounting-GPA 3.5)

ADDITIONAL COURSES

Advanced Microsoft Excel

Certificate Course in Individual Income Tax

Quick books from Intuit

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