KMK Ventures

Nov, 2024  –  Feb, 2026  •  1 yr 4 mos  -  Full time

• Assist in the preparation and filing of individual, corporate, partnership (1040,1065,1120 & 1120S.)
• Support senior tax staff with client data collection, documentation, and analysis
• Communicate with the team and end clients to ensure all relevant information is collected or addressed while managing & competing priorities
• Perform basic tax research using IRS guidelines and tax code databases
• Organize and maintain financial records and client files in accordance with internal controls and
compliance standards
• Stay updated on changes to tax laws and regulations affecting clients.
• Lead and mentoring a team of professionals, improving efficiency, and ensuring timely delivery
of client books of accounts.
• Began each day by reviewing client emails and monitoring the client own dashboard to ensure all
works are on track
• Prioritized and monitored client-designated priority tasks, ensuring deadlines are consistently met
• Collaborated with cross-functional teams to streamline processes and implement workflow
improvements, reducing turnaround time
• In depth reviewed and ensured quality of books of accounts before delivery, maintaining accuracy
and compliance with client requirements
• Provided timely doubt resolution, guided team members with practical insights, and motivated them
to stay engaged and productive
• Identified recurring issues and suggested process enhancements to improve efficiency within team
• Mentored and coached new hires, reducing onboarding time and accelerating their learning curve and
productivity

BDO Rise Pvt Ltf

Feb, 2024  –  Nov, 2024  •  10 mos  -  Full time

• Prepared Form 1040 returns for High Net-Worth Individuals (HNI), 1065,1120 & 1120S ensuring
compliance with US tax regulations.
• Reviewed tax returns for accuracy and completeness before submission to seniors.
• Daily Scrum meeting with US Team.
• Conducted basic tax research on federal and state tax issues to support return preparation.
• Maintained proper documentation and adhered to internal quality and compliance standard

MY CPE ONE

Sep, 2021  –  Feb, 2024  •  2 yrs 6 mos  -  Full time

• Prepared and reconciled bank and credit card statements; classified transactions and resolved discrepancies.
• Posted adjusting journal entries for payroll taxes, depreciation, amortization, loans, AR/AP, inventory, and
gross profit adjustments.
• Performed detailed reviews of balance sheets and income statements to ensure accuracy and completeness.
• Prepared variance analysis comparing actuals against budgets/forecasts to support tax planning and
financial decisions.
• Attended frequent client calls to present financial reports, provide updates, and address queries.
• Played a key role in the Learning & Development team, conducting structured training for 50+ new
joiners on US Accounting and QuickBooks Online (QBO).
• Mentored trainees to successfully achieve QBO Basic and Advanced certifications.
• Designed assessments, shared performance feedback, and developed training materials including case
studies and practical exercises.