L.

K, CPA
Professional Summary:

• Dedicated and meticulous tax accountant with 10+ years of public and corporate taxes.
• Areas of expertise include accounting and tax compliance, financial statement preparation, reconciliations, payroll processing, and
sales tax filing.
• Experienced in serving many businesses including, but not limited to pharmaceuticals, IT, real estate, medical, nonprofits, restaurants,
and others.
• Skilled in bookkeeping and tax preparation for individuals (HNW).

Tools Used:

• CCH: ProSystem FX, Axcess, ProSystem fx Planning

• UltraTax, ProSeries, QuickBooks, Peachtree/CFS Payroll, Engagement Binder
• Acrobat PDF, XCM, ShareFile

Professional Summary:

XXXXXXX, Kirkland, WA Jan 2021 - Present

Senior Accountant
• Maintained accurate logs and records of various financial activities to support accounting entries and information through Engagement
Binder. Ensured corroboration of spreadsheets and journal entries with other data sources. Reviewed data and inspected validity as
appropriate to ensure completeness and accuracy.
• Reviewed and maintained clients’ QB. Performed write-ups of clients' books and records, monthly bank reconciliations, year-end
adjusting entries
• Prepared corporate tax returns (1065, 1120S, 1120, 990s) and individual tax returns.
• Ran tax projections and communicated estimates to clients.
• Prepared work papers using pivot tables and VLOOKUPs.
• Worked on 1120S, 1065 dissolutions.
• Filed and maintained historical records in a logical manner and efficiently retrieved records as necessary.
• Reconciled accounts in a timely and accurate manner, investigating and promptly resolving discrepancies. Prepared and documented
journal entries thoroughly.
• Prepared complex individual, partnership, corporate, and trust tax returns and submitted for review through XCM.

XXXXXXX, Mercer Island, WA May 2018 - Jan 2021

Senior Accountant
• Prepared 1040 (including HNW), 1120, 1120S, 1065, 990, 1120-C, 1120-H tax returns.
• Handled federal and state tax notices.
• Prepared monthly, quarterly and yearly journal entries.
• Maintained corporate and retail division fixed assets, including the booking of expenses into proper asset classes and the depreciation
expenses.
• Reported major monthly, quarterly, and annual financial statement variances for review by upper management.

M. L. Perry, CPA Firm, Somerset, NJ Feb 2016 - April 2018

Staff Accountant
• Prepared tax returns for various business entities including partnerships, corporations, S-corporations, individuals, and trusts across a
broad range of industries like pharmaceutical, healthcare facilities, law offices, retail stores, information technology companies, and
churches (nonprofit organizations).
• Played an instrumental role in business development by signing new clients, identifying current client needs.
• Prepared several multi-state tax returns.
• Performed bank reconciliations, reviewed general ledgers, and adjusted entries to prepare accurate financial statements.
• Prepared and filed payroll tax returns for federal and state including forms 940 and 941.
• Reviewed and responded to tax notices received by clients, and regularly communicated with clients to obtain missing information,
address concerns, and effectively meet their needs.

Neppalli Financials Inc, East Brunswick, NJ Feb 2011 - Jan 2016

Staff Accountant
• Prepared federal and multi-state tax returns for individuals, C and S corporations and partnerships tax returns.
• Reconciled and prepared journal entries for year-end financial reporting.
• Calculated and estimated tax payments for business management and tax clients, handling clients’ tax notices and firm associates’
requests.
• Mentored and trained Junior Accountants in data input, payroll, sales tax, and journal entries.
• Prepared and filed Sales and Use taxes online.
• Reviewed general ledger & prepared 1099s.
• Processed payroll tax returns and W-2s.

Community Options – Princeton, NJ Sep’09 – Jan’11

Accounting Consultant
• Accounts payable: Quarterly client billing / process payments using SAGE tool in an extremely high volume & fast paced
environment.
• Managed travel expense claims, billing expenses (incl. cash and credit card transactions)
• Interfaced with internal and external auditors periodically.
• Performed all activities related to vouchers processing, invoice payments, and daily disbursement.
• Worked with vendors and internal clients to resolve payment and credit issues on an ad-hoc basis.
• Co-ordinated with AP staff to ensure coverage, resolution of backlog, workload distribution.
• Assumed leadership in identification and implementation of systems and process improvements.
• Served as a point of contact for all the issues related to the utilities for the accounts payable department.

Educational Testing service, Ewing, NJ Jan ’08–Oct’08

Accounting Consultant
• Completed bank reconciliations, reviewing general ledgers and making adjustment entries to prepare accurate financial statements for
reporting purposes.
• Generated reports and spreadsheets for credit card reconciliations.
• Assisted with quarterly and year end closings as well as audit preparations.

Education:

• M.S., Accounting – Andhra University, India - 1993

• B.S., Accounting – Andhra University, India

Certifications:

• Certified Public Accountant (Active – WA, NJ, NY)

• Microsoft Office Specialist - Word
• Microsoft Office Specialist - Excel