Neethu Joseph

Chicago

Summary

To leverage my professional and academic knowledge and professional skill in accounting to contribute to organizational success while advancing my expertise and career growth.

Overview

years of professional experience

Certification

Work History

Tax Associate

Grant Thornton Advisors

10.2023 - 12.2024

Assisted clients with the preparation of financial documents related to taxes.
Provided technical assistance to other professionals in the organization as needed.
Prepared federal, state, and local tax returns for individuals, businesses, trusts, estates, and non-profit organizations.
Checked data input or verified totals on forms prepared by others to detect mathematical or procedural errors.
Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
Consulted tax law handbooks or bulletins to determine procedures for the preparation of cost calculation.
Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.
Reviewed financial records, such as income statements and documentation of expenditures, to determine forms needed to prepare returns.
Managed multiple tax preparation projects simultaneously, ensuring timely completion and filing.

Audit Intern

RSM- Chicago

01.2023 - 03.2023

Compiled documentation needed for completion of audits.
Reviewed client documents to ensure accuracy and compliance with applicable laws and regulations.
Prepared audit work papers, including trial balances, reconciliations, and other analysis.
Conducted research into accounting principles and auditing standards.
Identified discrepancies between actual results and expected outcomes.
Assisted with the planning and execution of audit engagements, including risk assessment and audit scope determination.
Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances.
Analyzed balance sheets for mistakes and inaccuracies.

Financial Reporting Intern

Workiva Inc

05.2022 - 08.2022

Enhanced machine readability by tagging financial concepts including revenues, assets, line concepts, and footnotes.
Completed financial statement submissions ahead of deadlines to maintain timely reporting.

Education

Bachelor of Science - Accounting

University of Illinois Chicago (UIC)

Chicago, IL

05-2023

Bachelor of Commerce -

St Aloysius College

Mangalore, India

05.2018

Skills

MS excel
MS office
Quick Book
Tax preparation

Compliance auditing
Attention to detail
Corporate tax preparation