Cell: 713-***-****

ac7nr7@r.postjobfree.com

Serena Malhotra, CPA

Education

Experience

Licensed CPA in the State of Texas.

Completed CPA exam in December 2016

Houston Baptist University, 2013

Bachelor of Business Administration, Accounting

Briggs & Veselka (February 2018 to August 2018)

Through acquisition of William M. Shields

Staff Accountant

Prepare Form 1120-S, 1065 and 1041 for review by the Senior Manager

Prepare 1040 tax returns for review by the Senior Manager

Property tax renditions

Experience using CCH ProSystem FX

William M. Shields P.C. (February 2017 to January 2018)

Staff Accountant

Prepare Form 1120-S, 1065, 990 and 1041

Prepare 1040 tax returns

File quarterly and annual payroll tax returns – federal and state

Experience using Pro Series, Intelliform and CFS

GLO CPAs (September 2014 to April 2016)

Staff Accountant

Tax preparation for individuals and partnerships

Prepare estate taxes – Form 706

Set up Quick books for clients and prepare financial statements

Experience using CCH

Hilliards & Associates, P.C. Feb 2012 – October 2013

Perform accounting for Oil & Gas clients

Tax preparation for individuals and partnerships

Set up Quick books for clients and prepare financial statements

Professional Affiliations

Skills

Bernstein Investments August 2007- November 2008

Book Keeper

Managed payroll, payroll tax returns (940/941) for employees

Performed AP/AR accounting for over 100 tenants and vendors

Negotiated and reviewed vendor contracts

Worked closely with the CPA to file annual income tax returns

Renal Clinic of Houston 1999 - 2007

Office Coordinator

Screened, interviewed, and trained employees for various positions in the clinic

Supervised billing for accurate and timely filing to the insurance companies

Devised, implemented and executed internal controls

Member, Texas Society of CPA’s

Member, Houston Society of CPA’s

CCH Tax software by Walters Kluwer; Creative Solutions; Ultra Tax CS; Medical Manager; Quick Books Pro; Yardi (real estate accounting)

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