Jignesh Patel Email & Phone Number

Buffalo, New York, United States

• Supporting client tax engagements and assisting to clients with the preparation of their tax returns and e-Filings.• Analyzing the client business models and tax information as it relates to data setup of Tax Technologies software to facilitate client tax return processing and electronic data processing.• Review and Analysis of client tax service needs and aspects of the company’s tax technologies software.• Analyzing user requirement, procedures, and problems to improve the existing model and review computer system software capabilities, workflow, and scheduling limitation. • Performing data manipulation and integration into the software application, provides clients users with assistance solving Tax Series software related problems, such as malfunctions and program problems.• Maintaining strong relationships with clients while providing high level administrative and project support to my client teams.• Aligning the Tax Series software with the client process to increase compatibility so that tax information can be shared, or data processed from different work stations.• Identifying common trends to determine ways to optimize the software implementation process.• Preparing requirement documents, identifying and correcting potential flaws in the product design.• Attending online meeting with clients to provide up to date status on their projects, requests, and concerns.• Participating in the training and supervising of interns.• Managing other Client Service staff as appropriate.

Gujarat, India

• Aligning the Tax Series software with the client process to increase compatibility so that tax information can be shared, or data processed from different work stations.• Leading the client projects regrading Federal, State and Local returns.• Coordinating client request within the teams.• Providing guidance to team members on several client questions as well Tax Series related issues• Handling and answering support requests in timely manners.• Analyzing and Implementing new client’s data into Tax Series software to process tax returns.• Providing encouragement to team members, including communicating team goals and identifying areas for new training or skill checks• Assisting management with hiring processes and new team member training

Gujarat, India

• Documented financial transactions. Monitored company accounts. Prepared and maintained ledgers, reports and statements.• Prepares asset, liability, and capital account entries by compiling and analyzing account information.• Summarizes current financial status by collecting information; preparing balance sheet, profit and loss statement, and other reports.• Substantiates financial transactions by auditing documents.• Using computerized accounting systems to maintain accurate records.• Auditing accounts for accuracy.• Preparing wages and managing claims for expenses.• Reconciling monthly statements.• Performing any other related duties as assigned by the Senior Accountant.