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Steven A.

Accounting

call   (214) GO-RELAY / (214) 467-3529

email   Careers@RelayHumanCloud.com

home   Ahmedabad, India


SKILLS

  • QuickBooks
  • Advanced Excel
  • Intuit Lacerte 
  • Drake 
  • Intuit Proconnect
  • Effective Communication
  • Smart Worker 

EDUCATION

Master of Commerce

Vidya Sagar University (2017)

Bachelor of Commerce

Calcutta University (2014)

LICENSES & CERTIFICATIONS

  • Licensed Enrolled Agent | IRS
  • Excellence Certification Award | Sanmarg Foundation
  • QuickBooks Online Accountant (Expected March 2025)

ASSESSMENTS

CORE SKILL English Aptitude AdvancedAccounting 0 100

PERSONALITY

ENTJ-A

Extraverted Introverted Intuitive Observant Thinking Feeling Judging Prospecting

People with ENTJ as a personality type are natural leaders. They are charismatic and confident, driving teams toward common goals with strategic thinking and discipline.

PROFESSIONAL SUMMARY

Enrolled Agent (US Taxation) candidate with expertise in preparing individual and corporate tax returns, including 1040, 1120, and 1065 forms. Strong knowledge of US tax laws, foreign compliance (Forms 1116, 114), and M-1/M-2 adjustments. Proficient in developing workpapers, performing tax return reviews, and ensuring compliance with accounting standards. Skilled in maintaining accurate financial records, including journal entries, accounts payable/receivable, and participating in audits. Excellent communicator with the ability to translate complex financial information into easy-to-understand formats, fostering strong client relationships.

PROFESSIONAL EXPERIENCE

Tax and Accounting Support Specialist

Boxer Property Management | India | Dec 2024 - Present

  • Reconciled balance sheet accounts by reviewing ledger entries and resolving discrepancies to support accurate financial reporting.
  • Analyzed sales tax obligations across various states, ensuring full compliance with tax regulations and timely reporting.
  • Prepared and reconciled depreciation reports in line with IRS Publication 946 and US GAAP, ensuring accuracy of asset accounting.
  • Managed asset entries in Yardi software, updating records with acquisition costs, depreciation details, and useful life data.
  • Collaborated with tax and finance teams to document processes, maintain audit-ready records, and support internal reviews.
  • Streamlined tax analysis and reconciliation workflows using Excel and Yardi, enhancing reporting efficiency and accuracy.

US Tax Preparer 

Confiance Bizsol Pvt. Ltd. | Ahmedabad, India | Nov 2023 – Nov 2024

  • Prepared individual and corporate tax returns (1040, 1120, 1065) with state adjustments, ensuring accuracy and compliance with US tax laws.
  • Developed workpapers, including tax organizers, and reviewed financial records to identify necessary forms for tax filing.
  • Handled foreign compliance requirements (Forms 1116, 114) and executed journal entries for M-1 and M-2 adjustments (e.g., depreciation, accrual to cash).
  • Performed self-reviews of tax returns and identified discrepancies in diagnostics and prior year returns to ensure quality before client handover.
  • Communicated review points to clients and worked on error resolution to ensure accurate tax filings.

Tax Assistant 

Agarwal Govind & Associates | Kolkata, India | Feb 2021 – Nov 2023 

  • Assisted in preparing individual and corporate tax returns (1040, 1120, 1065) and managed state adjustments.
  • Supported preparation of annual tax returns for individuals and businesses, maintaining accurate accounting records for journal entries, AP, and AR.
  • Contributed to financial statement preparation and analysis, including ROC filings for companies.
  • Participated in bank and company audits, including those for SBI (Krishnanagar Branch) and Fascino Exports.