Sajeesh Pacheeri
Halifax,NS
Summary
Cross Border Tax Analyst with specialization in tax research and compliance. Proficient in Taxprep, CCH Axcess, DT Max, Caseware, and TurboTax. Demonstrated ability in delivering timely and accurate tax preparation, supported by strong analytical and communication skills. Focused on improving client satisfaction and driving team success.
Overview
6
6
years of professional experience
1
1
Certification
Work History
US/Cross Border Tax Analyst
Baker Tilly Nova Scotia Inc
09.2023 - Current
- Prepared and reviewed individual income tax returns for Canada and US, addressing complex cross-border issues.
- Reduced tax liabilities by identifying and implementing effective tax strategies.
- Liaised with tax authorities through detailed response packages for notices and collections.
- Managed timely resolution of missing information in collaboration with team members.
- Collected and analyzed supporting documents to ensure accuracy in CRA filings.
- Responded to taxpayer inquiries, assisting individuals with necessary documentation.
- Maintained confidentiality of sensitive client information to build trust and loyalty.
- Researched complex tax issues to ensure compliance with federal and state regulations.
Accounts Payable Clerk
Government of Nova Scotia
05.2023 - 09.2023
- Entered invoices and requisitions into accounting software for efficient payment processing.
- Filed processed invoices and requisitions, verifying statements for accuracy against payments.
- Supported weekly database operations, including invoice entry, reconciliation, and billing runs.
- Coordinated sending of invoices to transactional services for payment and journal vouchers.
Dietary Aide
Northwood Care
10.2020 - 10.2022
- Served meals to residents according to established schedules and dietary guidelines.
- Maintained high standards of cleanliness for tables, floors, and preparation areas.
Room Attendant
Barrington Hotel
09.2019 - 09.2020
- Assisted guests with room preferences and amenities to enhance experience.
- Provided backup support for accounting position, demonstrating comprehensive knowledge of responsibilities.
Education
MBA - Accounting And Finance
Bharathiyar University
Coimbatore, India09.
B.comm - Commerce And Accounting
Calicut University
Kerala, IndiaSkills
- Research and documentation
- Tax preparation software proficiency
- Problem solving
- Time management
- Attention to detail
- Multitasking
- Relationship and team building
- Microsoft Office expertise
- Analytical thinking
Certification
- EA - Enrolled Agent | Internal Revenue Service | U.S.A
- Completed Corporation Income Tax (Form 1120) preparation course | Udemy e-learning.
- Completed US Income tax preparation course | Udemy e-learning.
- Completed Canada Income Tax course | H&R Block | Canada.
Timeline
US/Cross Border Tax Analyst
Baker Tilly Nova Scotia Inc
09.2023 - Current
Accounts Payable Clerk
Government of Nova Scotia
05.2023 - 09.2023
Dietary Aide
Northwood Care
10.2020 - 10.2022
Room Attendant
Barrington Hotel
09.2019 - 09.2020
MBA - Accounting And Finance
Bharathiyar University
B.comm - Commerce And Accounting
Calicut University
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