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  • Prepare and review tax returns for individual, corporate, partnership and fiduciary taxpayers
  • Perform bookkeeping functions for business clients consisting of monthly bank account reconciliations, coding transactions to proper accounts, recording journal entries and creating trial balances 
  • Assist in annual GAAP based audits for two non-profit organizations, culminating in the preparation of audited GAAP financial statements  
  • Research current and new tax laws and regulations as it pertains to specific client

senior cpa (centre of people administration) administrator

  • Heavily involved in the organization-wide SAP data migration project and subsequent maintenance of SAP Masterdata specifically the Personnel Administration (PA) module.
  • Supervised the SLA and KPI of team members on day-to-day HR requests
  • Maintained up-to-date and accurate data of employees and HR Masterdata based on requests in Share Point Site/emails as per SLA.
  • Conducted and facilitated training to team members on new processes or to improve in current processes
  • Coordinated and facilitated in SAP Masterdata test run and project roll-out.
  • Attended to Masterdata queries from customers and team members
  • Involved in strategies planning on improving customer service and team operations with reporting manager


  • Conducting personal discussion (PD – Cash Salaried Customer) up to 15 Lakhs.
  • Vendor Monitoring report (Residence, Office FYI report) agency.
  • Maintaining File Tracking (MIS Report Generate in Excel).
  • Handling credit Related function from loan application to disbursement.
  • DM Cleared and DM Entry in system.