CPA

Vivek Purshottam Sata, CPA

+1-848-***-**** *****.******@*****.*** Iselin, New Jersey, 08830 LinkedIn: Vivek Sata EDUCATION

● Rider University – Norm Brodsky College of Business, Lawrenceville, NJ May 2025 Masters in Accountancy

● The American Institute of Certified Public Accountant Sept 2024 CPA: Completed

● Jain University – Bangalore, India Sept 2023

Masters in Commerce

● Maharaja Sayajirao University of Baroda – Vadodara, India April 2020 Bachelor in Commerce

● Indian institute of company secretary July 2018

Company Secretary Foundation

AREAS OF EXPERTISE

● Financial Reporting

● Tax Preparation (1040)

● Accounts Receivables Management

● Financial Statement Review

PROFESSIONAL EXPERIENCE

Internship

Wolfsohn & Bhandari LLC - Lynbrook, New York Dec 2024 – Present

● Prepare and file Form 1040 and business tax returns during the tax season.

● Utilize Ultra tax software to prepare accurate and compliant tax returns.

● Respond promptly to client inquiries and address tax-related concerns effectively.

● Filling Sales tax

Senior US Accountant & Tax preparer June 2020 – March 2024 KMK Associates LLP – Ahmedabad

● Facilitated day-to-day, transactions, reconciliation, adjustments, etc

● Utilized advanced tax software, such as Ultratax & ProConnect, to streamline tax preparation processes and improve efficiency for Form 1040

● Achieved seamless communication with clients through email, clearly articulating the specific documents needed for tax return completion

● Ensured accuracy of payroll, provided employees with current payroll information including salary amounts

● Accountable for creating/sending invoices and bills, oversaw Accounts Receivable

● Analyzed balance sheet and income statement account fluctuations and assist the controller with providing explanations for any significant or unusual changes in balances

● Extract, reconcile and import the sales report from multiple websites like Shopify, Amazon, Faire, PayPal, Stripe, Square, Veem, Vitacost, etc

● Managed and set-up the books of account for new clients SKILLS

● Quickbooks Online

● Ultratax

● Drake

● Power BI

● Quickbooks Desktop

● Xero

● Wave Accounting

● Gusto

● Tally ERP

● Bill.com

LANGUAGES

1. English 2. HINDI 3. GUJARATI 4. SINDHI

LEADERSHIP ACTIVITIES

● CFO, BBA BAZIGAR, 2019

● Captain, URMI, Soccer team, 2017

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