Staff Accountant Client Support

Prashanthi

Suwanee, GA 917-***-**** *********@*****.***

SUMMARY

Experienced and tech-savvy Accounting and Tax Professional with 15+ years of expertise in bookkeeping, tax preparation, and full-cycle accounting. Skilled in QuickBooks, BILL, Salesforce, and Excel (Pivot Tables) with a strong foundation in GAAP compliance, reconciliations, and financial reporting. Passionate about combining traditional accounting accuracy with modern, technology-driven workflows. Adept at delivering clear, proactive client support and building trusted relationships. Currently pursuing Enrolled Agent (EA) certification.

CORE COMPETENCIES

Accounting Systems: QuickBooks (Desktop & Online), BILL, Salesforce, SharePoint, SAP, Oracle, Sage (familiar),Drake, Proconnect.

Tax Expertise: Individual & Business Tax Returns (1040, 1120, 1120S, 1065), Multi-State Filings, Tax Research

Bookkeeping & Accounting: A/P, A/R, Payroll, Reconciliations, Journal Entries, General Ledger

Financial Management: Budgeting, Forecasting, Reporting, Deferred Revenue, Audit Preparation

Technical Strengths: Advanced Excel (Pivot Tables, Lookups), Workflow Optimization, Automation Tools

Soft Skills: Client Communication, Confidentiality, Accuracy, Process Improvement, Team Collaboration

PROFESSIONAL EXPERIENCE

1.Staff Accountant / Tax Advisor

Smartgen Advisory Remote Apr 2025 – Present

Manage bookkeeping and full-cycle accounting, including AP/AR, invoicing, and reconciliations.

Prepare and review individual and business tax returns; ensure compliance with federal and state tax laws.

Collaborate with leadership to analyze project profitability, budgets, and deferred revenue schedules.

Support clients with timely financial updates, tax inquiries, and proactive guidance.

2.Tax Associate

Intuit Remote Jan 2025 – Apr 2025

Prepared accurate federal and state tax returns for individuals and small businesses using Intuit software.

Provided real-time support via phone and video to resolve documentation and filing issues.

Ensured compliance while optimizing client outcomes and building trust through clear communication.

3.Staff Accountant

Money Equation Remote Jan 2024 – Dec 2024

Supported nonprofit and S-Corp clients with monthly bookkeeping, payroll, and financial reporting.

Created automated Excel tracking templates to enhance accuracy and efficiency.

Assisted with quarterly filings, audits, and tax preparation in collaboration with firm leadership.

4.Staff Accountant

Sanjiv Gupta CPA Remote Oct 2022 – Dec 2023

Prepared and reviewed business and individual tax returns and financial statements.

Conducted tax law research to ensure accuracy and identify client savings opportunities.

Maintained GAAP-compliant general ledgers and multi-state tax compliance.

5.Staff Accountant

Transfluid LLC Auburn, GA Nov 2016 – Apr 2022

Managed full-cycle accounting, including AP/AR, month-end close, and reporting.

Supported budgeting, cost analysis, and internal control reviews across departments.

Partnered with management to improve financial workflows and reporting consistency.

6.Staff Accountant

Reddy CPA LLC Cumming, GA Aug 2015 – Oct 2016

Prepared tax returns for individuals and small businesses; supported audits and client communications.

Reviewed general ledgers and maintained accurate financial documentation.

7.Staff Accountant

Sanjiv Gupta CPA Firm Fremont, CA Aug 2010 – May 2013

Performed bookkeeping, reconciliations, and financial statement preparation.

Filed individual and small business tax returns; conducted advanced tax research using BNA and CCH.

EDUCATION

Master’s in Accounting Osmania University – Hyderabad

CERTIFICATIONS

Enrolled Agent (EA) Candidate – In progress

KEY HIGHLIGHTS

15+ years of experience preparing and reviewing individual and business tax returns.

Deep background in bookkeeping, reconciliations, and month-end close for multiple entities.

Excellent communicator skilled in client relationship management and proactive support.

Experienced with modern accounting systems and automation tools; adaptable to new platforms.

Passionate about helping businesses and their owners thrive through clarity and financial insight.

Contact this candidate