Tejal Shah

Background

About Tejal Shah

Objective: To obtain an accounting position that would utilize the progressive experience and skills in the field of accounting. Summary* Over 8 years of experience in preparing 1040, 1041, 1065,1120, 1120S, 990, 5500 and estate tax return 706 * Possess strong analytical and problem solving skills, with the ability to make well thought out decisions* Excellent written and verbal communication skills.* Resourceful in the completion of projects, effective at multitasking.* Computer/ Software Skills: Microsoft Word, Excel, Quick Books, Quick Books Online Ultra tax, Lacerte, Pro System, Axcess• Reviewed and corrected account and transaction data bridged from client accounting to tax returns• Reviewed source data, made decisions with regard to proper tax reporting of income, deductions, sales and beneficiary allocation• Prepared and reviewed fiduciary income tax returns (Form 1041) including estate tax return (Form 706), exempt organizations(Form 990/990PF) and annual return report of employee benefit plan(Form 5500)• Led team to state and federal extensions and electronically file federal and state tax returns with appropriate authorities• Reviewed return prepared by staff based on established criteria• Participated in internal and external training in order to maintain and enhance knowledge of tax laws and software application• Communicated with client liaison and /or client trust administration team on regular basis• Applied tax law and software application to correct data in various ways, including modifying tax coding and insertion of missing or corrected data• Emphasized and always focused on my commitment to client satisfaction by providing timely and effective responses to client needs and compliance requirements• Assured regular interaction and communication with immediate supervisor and co-workers