STUDIES
MAISM
online, CCH AXCESS, Drake
Pulkit Sharma
S e n i o r T a x A s s o c i a t e
PROFILE
Dedicated and detail-oriented Senior Tax Associate with 3+ years of experience. Industry experience in maintaining books, and completing client billing and reconciliations. Special interest in using QuickBooks for data management and delivering work before deadline.
EXPERIENCE
Nov 22- Aug 23
ENTIGRITY PVT LTD.
US Tax Accounting
Preparation of 1040 and 1120S Returns
Handling the QuickBooks online and desktop version For various clients.
Oct 21- Nov 22
FUTUREPRO GLOBAL PVT LTD.
Analyze current and past financial data
Reconcile the checking account and credit card
for various clients.
Prepare reports of P&L, Ageing summary and
providing insights about financial position of
business.
Jan 21- Sept 21
S. KUMAR & ASSOCIATES
Timely reconciliation for various clients
Responsible to remove any performance issue in
QuickBooks.
QUALIFICATIONS
1) Received CSAT star of month.
2) Got promoted within 3 months as 1up SME and managed the team with
most CSAT achieved during covid crisis.
3) Managed timeliness of book-keeping for various clients & Keeping up with
other deadlines as well.
4) Delivered the
Accounting job in QuickBooks & helped organization in migrating client’s data to QuickBooks
from other Accounting software.
INTERESTS
PLAYING BASKETBALL & CRICKET
Mindfulness, Dancing & Tennis.
KEY RESPONSIBILITIES
Coaching current & new employees in accounting
principle & concepts.
Meeting team targets during U.S tax season.
Timely reconciliation for various clients
Responsible to remove any performance issue in QuickBooks Financial Management
Analyze current and past financial data Reconcile
the checking account and credit card for various
clients. Prepare reports of P&L, Ageing summary and providing insights about financial position of business.