Hiral Patel
Round Lake
Summary
Detail-oriented tax professional with strong data entry and document review skills. Experienced in entering tax information accurately and supporting tax return preparation. Focused on accuracy, confidentiality, and providing helpful service to clients during tax season.
Overview
12
12
years of professional experience
Work History
Tax Associate
H&R Block
Round Lake
01.2023 - Current
- Entered client tax information into tax preparation system, ensuring data accuracy for timely filings.
- Reviewed tax documents such as W-2s, 1099s, and other financial records.
- Supported tax professionals in preparing individual tax returns, contributing to efficient processing.
- Maintained confidentiality of client financial information.
- Gathered required tax documents from clients, facilitating smooth tax preparation.
- Ensured all data was entered correctly before final tax filing.
Inventory Coordinator
Estee Lauder
Trevose
11.2016 - 08.2018
- Manage inflow and outflow of Inventory by using bar code technology and point-of-sale software.
- Monitored inventory accuracy through cycle counting, contributing to effective stock management.
- Streamlined inventory processes using SAP and RF Gun, developing a workflow to assist future inventory coordinators.
- Verified count and condition of materials against vendor documentation to ensure accuracy and quality.
Financial Analyst, Internship
AMUL
Anand
06.2014 - 10.2015
- Developed strategic recommendations for management that contributed to 12% growth trend in long-range planning.
- Established forecasting tracking and management reporting system that improved availability and accuracy of financial data, resulting in 15% increase in accuracy.
- Reviewed financial statements and analyzed sales revenues, costs, expenses, and tax rates across all business units of leading process automation company.
Education
Bachelor of Business administration - Finance and Human Resource Management
Bhikhbhai Jivabhai Vanijya Mahavidhayala
India06-2014
Skills
- Microsoft Office
- D-Cide
- D-Code
- B-Wise
- DBMS
- SAP
- RF Gun
- Tax Data Entry Basic
- Tax Preparation
- Reviewing Tax Documents (W-2, 1099)
- Microsoft Excel
- Microsoft Word
- Attention to Detail
- Customer Service
- Organization and Time Management
- Maintaining Confidential Information
- Customer relationship management
- Inventory tracking
- Data accuracy
- SAP software
- Inventory management
Websites
Languages
- English
- Hindi
Leadership And Honors
- Committee Member, GTU Dance Club, 2011, 2016, Mentored younger club members and planned events in student led organization.
- Best Student of the Year, 2014
- Employee of the Month, July, August, 2014
Timeline
Tax Associate
H&R Block
01.2023 - Current
Inventory Coordinator
Estee Lauder
11.2016 - 08.2018
Financial Analyst, Internship
AMUL
06.2014 - 10.2015
Bachelor of Business administration - Finance and Human Resource Management
Bhikhbhai Jivabhai Vanijya Mahavidhayala