Finance/Tax & Accounting Professional
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Finance/Tax & Accounting Professional

Ami Shah- MBA
3, Mohegan Pl, Westford, Ma-01886 H:------------ C:------------ ------------


Education:
MBA –GPA 3.50, Awarded: 05/2009
Rivier University - Nashua, NH
BS in Accounting-GPA 3.75, Awarded: 05/2000
MS University-Baroda, India

Summary of Qualifications:
• Strong academic background combined with extensive experience in tax accounting & tax preparation.
• Strong interpersonal & negotiation skills developed through face to face consultation with clients and working with internal and external customers.
• 6 years of experience in multi-jurisdiction sales & use tax as well as US tax compliance at the state, local & federal level
• Experience in areas of financial analysis, budgeting, forecasting and financial reporting

Areas of Excellence:
• Tax preparation • GAAP • compilation and reviews • tax planning • accounting and audits • strategies • tax law analysis • property and multijurisdictional sales & use tax returns

Computer & System Skills:
SAP, Oracle, OneSource, Vertex TDM, Vertex Indirect Tax- O series, UltraTax, Avalara CertCapture, Microsoft Office (Excel, Word, PowerPoint, Outlook), Qlikview, OneStream

Professional Experience:

Tax Professional: Odlum & Fitzgerald, LLC, Chelmsford, MA –January 2019 to current
• Preparation and review of federal, multi-state tax returns for individuals, C and S corporations, partnerships, LLCs, trust and gift tax returns.
• Assist with the preparation of US based international information return forms 5471, 8858, 8865 and various related work papers as well as payroll.

Senior Tax Analyst: Kronos Inc. Lowell, MA- August- 2017 to Dec 2017
• Analyze sales & use tax returns, documents to determine acceptability of deductions, reporting/allocation and proper return computation.
• Review sales tax returns prepared by outside vendors.
• Working closely with the tax director on tax projects that have sales & use tax implications.

R&D Financial Analyst: Evoqua Water Technologies, Lowell, MA - June 2016 to Nov 2016
• Assist with budgeting and forecasting.
• Perform general ledger accounting and period end routine (journal adjustments, fix assets, salaries)
• Coordinate the preparation of the consolidated quarterly financial forecast, annual financial plan, and long-term strategic plan.
• Analyze financial results to identify risks and opportunities compared to plan and forecast
• Support the analysis of division and segment profitability.
• Developing standardized and ad-hoc reports using the company’s corporate financial performance management application and preparing financial presentations.

Tax Consultant & Accountant:
Clients include: Rocket Software Inc/ Accountemps:( Feb 2016 to Mar 2016)
Holcim US Inc/K-Force (Feb 2015 to Jun 2015)
Boston Scientific/K-Force (Aug 2014 to Oct 2014)
Spectro Scientific/ KBW Financial Staffing(Oct 2014 to Dec 2014)
• Coordinate the gathering and communication of financial information to outside advisors to ensure timely filing of U.S. multi-jurisdictions sales tax returns.
• Prepare sales tax re-class entries as well as accrual and FAS5 accrual reconciliations.
• Review sales tax returns prepared by outside vendors and reconcile to accounting ledgers monthly to ensure accuracy.
• Assist with state sales tax audits to resolve tax issues including responding to information document requests.
• Prepare/Assist with indirect and property tax accrual accounts.
• Assisting in implementing multi-state VDAs (voluntary disclosure agreements).
• Manage sales tax exemptions & resolve tax calculations as well as review tax reconciliations.
• Supporting sales/ order entry team for matters pertaining to tax calculations and exemptions.
• File Multi-Jurisdiction monthly, quarterly sales and use tax returns manually and electronically (EFT) using Vertex.
• Maintain/update state/multi-jurisdiction exemption certificates using Avalara CertCapture & new/existing customer’s taxability in SAP.

Sales and Use Tax Accountant: American Tower, Woburn, MA- April 2014 to July 2014
• Assist with the transition of sales tax function form Atlanta.
• Assist tax director with review and documentation for sales tax registrations and audits.
• Review and file monthly, quarterly multi-Jurisdiction sales and use tax returns manually and electronically (EFT) using OneSource.
• Transactions reporting of the proper legal entity to ensure compliance with REIT tax requirements.
• Respond to sales and use tax notices and/or queries.

Tax Accountant 2: Philips Healthcare, Andover, MA– November 2010 to November 2013
• Accumulate and analyze data and reports required to prepare sales and use tax returns and transmit tax liability information to outsourced service provider and assist as required for questions, notices and audits.
• Responding to customer tax inquiries and assists in resolving tax disputes.
• Maintain/update sales and use tax exemption certificates.
• Utilize SAP MP1 integrated client functionality to examine customer order flow. Update tax class codes in the customer master record.
• Maintain Vertex TDM (tax decision maker) and state tax decision matrixes, and Vertex/SAP table.
• Coordinating tax return entries between automated and non-automated systems for sales & use tax processing.
• Working with Accounts receivable and order entry for sales tax refunds by preparing customer sales tax clearing documents to remove account receivable balances from customer accounts.
• Assist with multistate sales & use tax audit compliance.
• Helping with property tax research & business licenses.
• Update the summary of changes data into the Tax Decision Maker that is released from Vertex to keep the product taxability information current in the software.
• Maintain the customer tax short pay balance.
• Helping with audit & analysis of different organizational reporting units.
• Input data and prepare reports using SAP ERP System.
• Work with customers and businesses to collect exemption certificates before deadlines and coordinate the efforts with system.

Documentation Specialist: Chemgenes Corporation, Wilmington, MA - April 2010 to Sept 2010
• Summarize day to day chemist work into archived technical & legal write up.
• Compose business correspondence, manage databases and create reports.
• Organizing and planning customer meetings.

Tax Professional: H & R Block, Chelmsford, MA - December 2007 to April 2010 (Seasonal)
• Prime for individual tax planning, tax research and tax preparation.
• Prepare federal, state and local tax returns specializing in individual, small businesses and partnership income tax returns.
• Research tax questions and offer suggestions for tax planning and study tax laws for potential tax savings for clients.
• Counsel clients on a variety of tax issues.
• Marketing for tax preparation to fit different small business needs.
• Sold various financial and bank products.

References: Available upon request