Shalini B

Managed high-value client relationships and delivered end-to-end tax compliance and advisory services. Served as the primary liaison between clients and internal tax teams, resolving complex tax matters and managing escalations.

Reviewed multistate assessment notices and tax bills for real estate and personal property. Handled multiple client-specific projects and tracked errors in SharePoint, providing training to mitigate them.

Performed quality checks of assessment notices and tax bills, including landlord reimbursement tax bills. Coordinated with United States teams on procedure updates to improve quality and efficiency.

Set up clients and parcels in Atlas Tax and processed assessment notices and tax bills. Prepared and tracked appeal documents, scheduling calendar invites for appeal hearings.

Developed cash vouchers, daily cash summaries, and bank reconciliation statements. Involved in reconciling bank statements, accounts payable, and accounts receivables to ensure timely receipts and payments.

Completed a Bachelor of Commerce with a specialization in Income Tax Procedures & Practice. Gained foundational knowledge in tax regulations and financial practices relevant to vocational applications.

Studied Accounting & Taxation as part of a vocational intermediate program. Developed skills in financial record-keeping and tax principles.

Completed Secondary School Certificate education. Focused on core academic subjects.