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name gim

@namegim

U.S. Tax Preparer at Confiance Bizsol Pvt. Ltd., preparing partnership and nonprofit returns with CCH Axcess Tax.

India
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At Confiance Bizsol Pvt. Ltd., I prepare U.S. partnership tax returns (Form 1065) and nonprofit tax returns (Form 990) using CCH Axcess Tax.

I calculate Schedule K-1 allocations and review client trial balances and financial statements to identify missing information before preparing returns.

I also handle multi-state filings and returns involving foreign reporting requirements, and communicate directly with clients to clarify missing data and open tax questions.

Previously, at Shah & Patel Offshore Pvt. Ltd., I completed daily bookkeeping, bank reconciliations, and journal entries using QuickBooks. I also managed accounts payable and receivable records, assisted with closing files, and used Microsoft Excel to organize financial data and perform calculations.

Experience

Work history, roles, and key accomplishments

Education

Degrees, certifications, and relevant coursework

Jain University logoJU

Jain University

Master of Business Administration, Finance

2022 - 2024

Pursued a Master of Business Administration with a focus on Finance.

Ganpat University logoGU

Ganpat University

Bachelor of Business Administration, Finance

2017 - 2020

Completed a Bachelor of Business Administration with a focus on Finance.

QU

QuickBooks

QuickBooks Certified, Accounting

Certified in QuickBooks.

XE

Xero

Xero Certified, Accounting

Certified in Xero.

Tech stack

Software and tools used professionally

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