Rozmin Fatema Mukhi
Langford,BC
Summary
A seasoned and experienced CA from India with a reputation for accuracy and stability. Ensures the preparation of budgeted statements and financial projections and concludes monthly and yearly transactions by compiling account data.
Overview
2025
2025
years of professional experience
Work History
Tax Professional
H&R Block
1 1 - 04.2024
- Conducts interviews in order to use Block's programs and customer service to prepare accurate and comprehensive tax returns and filed 274 returns in tax period.
- Gives advice on how to save taxes and provides tax information
- Uses top-notch customer service strategies to increase amount of both new and repeat business
- These strategies may include, but are not limited to, following up with previous clients via Client Connect as instructed
- Fulfills necessary paperwork for file and Instant Refund services and provides them in accordance with business policies
- Gathers all payments in accordance with current policies and practices of business
- Regularly checks on status of COD, Hold, and Drop-Off returns; follows up with clients as needed; examines items posted on bulletin board and takes appropriate action
- Responds to phone calls and in-person queries from clients and other Block Associates.
Proprietor
Mukhi & Associates
11.2015 - 07.2023
- Full Cycle Bookkeeping and reconciliation of Ledgers, Bank Statements, credit Cards, Financial Discrepancies and managed Books of accounts for 25 clients.
- Preparing Invoices, recording Accounts payable and management of Accounts receivable Payable management
- Taking Inventory counts on year ends and Recording closing journal entries
- Preparing financial statements, GST filing, annual taxation filing, audit reports and statutory fillings with state and central governments
- Met with clients to understand their needs, interests and motivations
- Supported compliance with regulatory and quality standards through well- executed audits and Resolved accounting discrepancies with critical thinking and thorough research.
Chartered Accountant - Articled Assistant
A S SUTERWALA & CO
03.2012 - 02.2015
- Fully cycle Bookkeeping and prepared accurate and timely reports for business leaders
- Computed values for total income, expense and tax amount for senior accounting staff
- Analyzed financial statements, reports and records to determine and resolve discrepancies
- Created and issued invoices along with accounts receivable and payable management
- Prepared accounts, helped with processes and generated final reports regarding audits
- Computed insurance premiums, tax liabilities and state worker's compensation coverage requirements
- Inspected accounting books and systems thoroughly to identify errors.
Education
High School -
St Joseph High School
05.2006
Higher Secondary - Commerce
KPB Hinduja College
March 2009
Bachelor of Commerce - Commerce
KPB Hinduja College
06.2012
Chartered Accountant - Commerce
Institute of Chartered Accountant of India
11.2015
Fundamental (Seasonal) Income Tax Level 1 -
H & R Block
01.2024
Skills
- Proficiency Tally ERP 9 and Microsoft Office
- QuickBooks and Sage Intact learner
- Organizational Skills
- Data Analysis
- Critical Thinking
- Ability to prepare financial statements
- Fundamentals business Understanding
- Customer Service
Additional Information
- Completed 90 hours of ‘GMCS’ conducted by ICAI. Completed 100 hours of ‘ITT Training’ conducted by ICAI. Completed 35 hours of ‘Orientation Programme’ conducted by ICAI.
Timeline
Proprietor
Mukhi & Associates
11.2015 - 07.2023
Chartered Accountant - Articled Assistant
A S SUTERWALA & CO
03.2012 - 02.2015
High School -
St Joseph High School
Higher Secondary - Commerce
KPB Hinduja College
Bachelor of Commerce - Commerce
KPB Hinduja College
Chartered Accountant - Commerce
Institute of Chartered Accountant of India
Fundamental (Seasonal) Income Tax Level 1 -
H & R Block
Tax Professional
H&R Block
1 1 - 04.2024
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