Anagha K George Email & Phone Number

Burlington, Ontario, Canada

- Perform a variety of administrative tasks, preparing documents, and organizing files.- Process and prioritize multiple tasks efficiently in a fast-paced environment.- Provide support to team members and facilitate communication across departments.- Accurately enter and maintain data in various systems and databases.- Maintain and manage both physical and digital filing systems for easy access and retrieval.

Waterloo, Ontario, Canada

• Managed various administrative duties in the E-FILING process of Tax returns.• Prepared tax returns in both paper and electronic formats.• Collected various T-Slips from the customers and organized them accordingly.• Engaged in filing personal taxes electronically.• Recorded detailed client information in a database for bookkeeping purposes.• Collaborated with executives, personnel, and customers from diverse backgrounds.• Facilitated a variety of meetings and… Show more • Managed various administrative duties in the E-FILING process of Tax returns.• Prepared tax returns in both paper and electronic formats.• Collected various T-Slips from the customers and organized them accordingly.• Engaged in filing personal taxes electronically.• Recorded detailed client information in a database for bookkeeping purposes.• Collaborated with executives, personnel, and customers from diverse backgrounds.• Facilitated a variety of meetings and presentations. Show less

Kochi, Kerala, India

• Created Federal and State income tax returns for partnerships and corporations, as well as the necessary documents for an extension as specified by the IRS.• Helped coworkers answer questions from clients regarding taxes. • Assessed client data, conducted validation and analysis, and collaborated with teams in the United States.• Used various software that includes Teams, ONESOURCE, GoSystem, EY Global Tax Platform (GTP) and MS Office. • Gained expertise in tax matters through… Show more • Created Federal and State income tax returns for partnerships and corporations, as well as the necessary documents for an extension as specified by the IRS.• Helped coworkers answer questions from clients regarding taxes. • Assessed client data, conducted validation and analysis, and collaborated with teams in the United States.• Used various software that includes Teams, ONESOURCE, GoSystem, EY Global Tax Platform (GTP) and MS Office. • Gained expertise in tax matters through both self-study and external training as needed. • Worked together with other colleagues in finding methods to improve the collection of tax data. • Prepared Excel spreadsheets to assist the team in creating accurate tax returns.• Simultaneously managed multiple tasks and completed them to a high standard within the allocated timeframe. Show less

Ernakulam, Kerala, India

• Handled all types of financial products, such as equity shares, mutual funds, life insurance, general insurance, personal loans, and business loans.• Assisted over 2,000 clients, providing them with knowledge about the shifting conditions of the market, and executing their market orders.• Aided customers in understanding the features and advantages of ICICI products and services, as well as providing assistance with digital banking, mobile banking, and online banking.• Initiated… Show more • Handled all types of financial products, such as equity shares, mutual funds, life insurance, general insurance, personal loans, and business loans.• Assisted over 2,000 clients, providing them with knowledge about the shifting conditions of the market, and executing their market orders.• Aided customers in understanding the features and advantages of ICICI products and services, as well as providing assistance with digital banking, mobile banking, and online banking.• Initiated conversations with customers, paid close attention to their requirements, and assisted with their banking needs.• Strengthened client connections by offering proactive advice and solutions, acting as an advocate for the client, utilizing partners, and driving cross-sales.• Sales experience in a fast-paced environment, successfully meeting and exceeding sales goals. Show less

Master Of Business Administration - Mba, Finance And Marketing

Organizational Behaviour, Customer Behaviour, Financial Accounting & Analysis, Investment Management, E-Commerce Projects: A Study.

Bachelor Of Commerce - Bcom, Computer Applications

Tax Analysis, Business Management, Computer Application Skill, Financial Accounting, Cost Accounting. Project: • A study on customer.