Lipsa Bhatt
Dubai
Summary
Accomplished Certified Public Accountant (CPA) with a comprehensive background in accounting and taxation. Demonstrated expertise in navigating complex financial landscapes, ensuring regulatory compliance, and delivering strategic financial solutions. Skilled in utilizing accounting software and staying updated with evolving tax laws to provide impactful solutions. Seeking a Tax Analyst role to leverage expertise in tax planning and analysis for organizational growth and client success.
Overview
8
8
years of professional experience
8
8
years of post-secondary education
Work History
Advanced tax analyst
Ernst & Young
Bangalore
03.2024 - Current
- Streamlined process efficiency through implementation of advanced software tools for tax calculations.
- Working in US taxation on Individual HNI returns, complex partnership returns and few engagements of corporate returns.
- Preparation of 1040 returns for High-net-worth individuals, preparation of complex workpapers and 1065 federal and state returns along with calculation of estimate payments for clients.
- Co-ordinating and following up with US team proactively for open items and completing the given tasks on or before the timeline provided on the engagements.
Senior accountant and tax analyst
Hemant Patel CPA Corporation
Toronto, Canada
01.2021 - 05.2023
- Preparation of T1 and T2 tax returns Assisted in preparation of 1040 individual returns and 1065 partnership returns for the US branchlocated in CT.
- Preparation and filing of HST returns Created budgets and forecasts to meet regular accounting deadlines Interacting with clients to serve their needs and submit engagements on a Timely Basis.
- Managed complex fiscal transactions, ensuring compliance with regulations.
- Led team of junior accountants; ensured high quality work output.
- Ensured transparency in company finances with regular report generation.
Articled Assistant
S.R Somani and Compamy
Suart, India
08.2016 - 08.2019
- Tax planning, Return filing of individual and companies.
- Statutory audit of companies’ preparation audit Reports. Worked in the team of Statutory Audit appointed for the Statutory Bank Audit at a Public sector bank.
- Conducted detailed technical and analytical review of different types of entities and companies, and quarterly estimates prepared by associates.
- Worked as staff auditor in various stock Audits including stock audits at Listed Companies.
- Partnered with auditors on annual audits and realized compliance with governmental tax guidelines.
- Identified and investigated variances to financial plans and forecasts.•Independently provided registrations under Goods and Service Tax and preparation and filing of GST returns.
Education
CPA - Accounting, Taxation, Finance, Business
AICPA
USA 06.2022 - 12.2024
CA-Intermediate - Accounting, Finance, Taxation, Business
ICAI
India 04.2015 - 01.2018
PG in Accounting - Accounting, Finance and Business
York University
Toronto, Canada 01.2021 - 12.2021
Bachelor of Commerce -
Veer Narmad South Gujarat University
India 04.2015 - 03.2017
Skills
- Working knowledge of Software's like: One source, Sure Prep, Go System, CCH, Easy Pay, QuickBooks, Universal Scheduling and Profile
- Problem solving abilities
- Good at communication and Co-ordination, Working precisely on deadline work
- Critical Thinking, working in team framework
Timeline
Advanced tax analyst
Ernst & Young
03.2024 - Current
CPA - Accounting, Taxation, Finance, Business
AICPA
06.2022 - 12.2024
Senior accountant and tax analyst
Hemant Patel CPA Corporation
01.2021 - 05.2023
PG in Accounting - Accounting, Finance and Business
York University
01.2021 - 12.2021
Articled Assistant
S.R Somani and Compamy
08.2016 - 08.2019
CA-Intermediate - Accounting, Finance, Taxation, Business
ICAI
04.2015 - 01.2018
Bachelor of Commerce -
Veer Narmad South Gujarat University
04.2015 - 03.2017
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