Business Tax Front Desk

Swati Jain

Plano, TX *****

************@*****.***

+1-469-***-****

Professional Summary

Accountancy / Taxation–

· A challenging position that will enable me to contribute to the organization goals availing and opportunity for growth and advancement.

· 4.5 years of experience in Accounts / Administration in India

· 1.2 years of experience in personal, business tax and accounting in USA.

· 2 months volunteering experience in USA – DCTC (Dallas Community Tax Center). Work Experience

Accountant

Travel King International-Richardson, TX

May 2024 to Present

· Worked on excel, Maintained sales ledger for all travel related vendors.

· Reconciled monthly, weekly payment remittance statement of vendors with sales ledger.

· Managed Account receivable and Account payable

· Making Invoice and strong communication with the clients related to payment and travel discussions.

· Daily routine accounting for ARC major vendor

· Analyzed closely all travel detail with accounting data to maintain correct ledger.

· Used Card reader machine to make payment.

· Entered Visa, OCI application data into excel.

· Entered weekly quarterly and yearly sales data into sheet.

· Assist in dispute related matter with client and bank.

· Greet and meet client at front desk and helped them related to payment and all.

· Deposit checks, MISF Sheets, mailing letters and checks, reconciled bank statement. Seasonal Tax Preparer/Tax Associate

Pu Li CPA Firm-Plano, TX

March 2024 to May 2024

· Analyze data and prepare the tax workpapers necessary to prepare the required tax filings.

· Used ATX Software to prepare Federal and State Tax return.

· Strong written and oral communication skills to explain information to clients.

· Organized the Client document, prepared a file, managed excel for work, meet deadlines.

· Communicated with clients to gather necessary information and address any tax related questions and concern.

· Learnt and Assist in Sales Tax Filing, Payroll using ADP software, 941 payments, TWC report.

Seasonal Tax Prepare

Anwer Azam CPA Firm-Dallas, TX

April 2023 to September 2023

· Worked on personal and business tax preparation.

· Worked on DRAKE TAX software.

· Review and manage all tax related documents, making sheets/reports. Officer – Accounts and Admin

Magic Bus Foundation-Delhi - India

October 2014 to September 2017

· Manage hard cash inflow and outflow and enter data day to day in tally ERP software.

· Make necessary journal entries as appropriate for appropriate accounting as per standard procedures.

· Meet the deadlines of monthly reimbursement sheet (local conveyance and mobile)

· Prepare monthly fund request for the district in consultation with the district manager.

· Manage the bank account/s of district.

· Make necessary documents and files for any transactions that are accounted in the software.

· Scrutiny of vouchers

· Visit livelihood centers on weekly basis.

· Handel and prepare monthly inventory reports.

· Prepare quarterly, half yearly & annually funder reports on the basis of financial entries & tally extract.

· Involved with program team to understand the activities and for what they require & utilize the fund.

· Involve with the senior management for making proposed annually budget.

· Reconciliation of Branching/Banking entries from district to region and district to HO; highlight issues pertaining to variance to RO.

· Track the fund request against utilization of funds over a period; highlight issues pertaining to variance to RO.

· Involved with Vendor payment activities and handle the vendor’s cheque requests for utilities.

· Manage staff data related to reimbursement and salary accounts in spread sheets.

· Prepare monthly attendance and payroll sheets and upload the same on server.

· Verify annual leave records.

· Prepare joining and separation documents for terminated and new employees.

· Involve in fill PF form for exit staff.

· Review budget & PIPs expenditure on monthly basis and guide to program team accordingly.

· Handle and review admin related work such as couriers, inventory, procurement, assets register etc.

· Send weekly request for fund and received the fund details from region, based on fund detail maintain IOU tracker, cash tracker and daily cash book for multiple funders.

· Coordinate in case of periodic audit visits done by internal auditor’s office to the district and provide them with necessary information, documentation as necessary for completion of timely audit.

· Get authorization and approvals on vouchers from seniors on a weekly or fortnightly basis.

· Reply and manage the mails regarding work given from seniors.

· Attend yearly training and session receive from HO for capacity building. Account Officer

Ram Rati Women’s Polytechnic College-Saharanpur – India. March 2011 to September 2012

· Manage cash system – collect cash, make entry in tally and deposit into bank, bank/cash reconciliation etc.

· Maintain records – receive and payment of bills, transportation expenses, student fees follow ups etc. and after reviewing all the records generate the MIS reports.

· Handel administration work related to housekeeping, stationery and courier.

· Maintain registers and update the spread sheet accordingly.

· Send all the reports to the management on weekly/daily basis. Education

MBA in Finance and International Business

RD Engineering College, Ghaziabad - U.P Technical University - Ghaziabad Lucknow October 2008 to October 2008

B. in Com

Meerut University

August 2005 to August 2005

Allahabad University - (Aggregate

May 2003 to May 2003

Allahabad University

March 2002 to March 2002

Skills

• Used DRAKE TAX software.

• QuickBooks Desktop

• Used ATX software.

• Accounting Package

• MS Office (Word, Excel, MS Outlook-Email, Internet)

• Inventory and Procurement Management

• Manage Vendors Accounts

• Time management

• File Management

• Computer

• Petty Cash Managed

• Implement financial/admin policies and procedures.

• Travel and Tourism accounting.

• Maintained Sales Ledger

• Excel

• Accounting and Financial reporting

• Bank Reconciliation

• Keeping records of A/P and A/R

• Personal and small Business Tax

• Assist with preparation of the budget.

• Tally ERP

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