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Tax Returns Income

Location:
Ellenwood, GA
Posted:
December 16, 2023

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Resume:

Bommulakshmi (Bommu) Ramakrishnan

Mobile: 630-***-**** Email: ad10vp@r.postjobfree.com

Professional Summary:

Accounting professional with 14+ years of experience working with public accounting firms and corporate tax departments; experience in federal and state income tax returns for trusts, tax exempt entities, partnerships, corporations, and individuals.

Certified Enrolled Agent and working on complicated / specialized Individual and Corporate Tax Returns since 2010.

Extremely talented finance professional with extensive experience in Accounting and Corporate Finance, Auditing and Preparing tax returns.

Great knowledge in researching and documenting tax consequences of transactions, developing and implementing tax strategies and representing clients in IRS and various state government tax audits.

Remarkable know-how of accounting principles, financial reporting, and banking procedures.

Detailed knowledge of legal and clerical procedures and transcription.

Utilized and leveraged toolkits and external resources to research and deliver the right answer to customers.

Documented and shared voice-of-customer and product defects in effort to continually improve the customer experience.

Professional Experience:

Intuit, Inc - Atlanta, GA Jan 2020 – May 2020 & Jan 2021 - Current

TurboTax Seasonal Tax Expert (Remote)

TurboTax is a software package for preparation of American Income Tax Returns, produced by Intuit Inc. There are a number of different versions, including TurboTax Deluxe, TurboTax Premier, etc., TurboTax is available for both federal and state income tax returns.

Responsibilities:

Full Service & Tax Expert

Full service is dedicated to client to Gather information, prepare, review, sign and file the tax return for the Full-Service client.

Will go over the return with client and make sure they have no unanswered questions. Then file their return and guarantee it’s done right.

Support TurboTax customers by providing clear and concise written responses to tax and technical questions.

Troubleshoot customer software issues from end to end via Video calls, chat, and email.

Help customers who are working on their tax return with both product/software inquiries as well as with tax questions and calculations.

Interact with customers utilizing strong written and verbal skills as well as deep customer empathy.

Support customers with online billing and accounting issues.

Create new accounts, reset passwords, and configure access for users.

Help the customers track and ship packages.

Focus on continual improvement, high performance and collaborating for team success.

Sunshine Services Inc., Naperville, IL/Atlanta, GA Jan 2008 to Dec 2019

Senior Staff Accountant / Tax Preparer

Sunshine Services Inc., provides all accounting and tax matters, including data entry, depreciation and fixed assets, payroll tax, sales tax, Individual and Business income tax, responsible for financial statement preparation, pro forma budgeting, GL accounting and bank reconciliation and auditing pension and profit-sharing plans. Consistently deliver the highest quality, full-spectrum accounting services.

Responsibilities:

Tax Preparer:

Prepare and e-file simple and complex tax returns for business returns (partnership, "C" corporation, "S" corporation, Not-for-Profit) and individuals.

Interview clients to obtain additional information on taxable income and deductible expenses and allowances.

Prepare the tax planning and projections for the current financial years.

Prepare federal and state estimated tax payments and extensions.

Respond to internal revenue service, state and local government notices, and document requests.

Utilize information provided by clients to prepare individual tax returns and input them into tax preparation software.

Stay and maintain up-to-date knowledge of latest tax laws, regulations and changes as well as researching tax questions for especially difficult tax returns.

Conduct Audit for required clients at their site.

Corporate Accounting and Bookkeeping:

Consult and liaise with multiple clients on their various accounting issues, analyze variances and financial planning and help them to set up online.

Record financial transactions, prepare, review, and analyze financial statements in compliance with GAAP and proper documentation requirements.

Validate Bank account records, Reconcile and analyze balance sheets, prepare schedules, and analyze all fixed asset cost and balance checkbooks to ensure accuracy.

Prepare monthly financial statements, journal entries and review the documents provided.

Prepare all necessary paperwork and request information for corporate tax preparation and financial statement review.

Payroll Services:

Accurately process weekly, bi-weekly, monthly, and semi-monthly payrolls using QB, Accountants World and Sure Payroll.

Oversee Benefits Administration, New enrollment, and Open Enrollment for Medical, Dental, Vision, 401k, and Direct Deposit information as requested by the employees.

Monitors pay or adjustments as required for employees on Leave of Absence (LOA).

Perform payroll audit for pre and post processing to ensure accuracy, compliance, overall balancing, and reconciliation.

Process and file quarterly and annual payroll reports, W2 and 1099.

SENN Technologies Solutions Inc., (Own IT Consulting Business) Jun 1997 – Present

Manage company accounts payable and accounts receivable.

Monitor and record company income and expenses.

Prepare Bookkeeping, accounts and send the financial statements to the CPA office.

Education and Certifications:

IRS Enrolled Agent (since 2015)

Bachelors in accounting, Madurai Kamaraj University, India

IIBA Certificate

QuickBooks Advanced Certification

QuickBooks Online Payroll Certification

Skills and Training:

Microsoft Office (Word, Excel, Access, Outlook, PowerPoint, etc.,)

TurboTax, Pro Series, Drake, and Great Tax

Quick Books, Peachtree, ADP Easy pay Net, Accountants World, Sure Payroll

Certified training from H&R Block



Contact this candidate