Jagdeep Singh

• Handled day-to-day accounting processes to drive financial accuracy.
• Reconciled accounts and reviewed expense data, net worth, and assets.
• Gathered financial information, prepared documents, and closed books.
• Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
• Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
• Assisted in reducing outstanding accounts receivable balances by diligently following up on overdue invoices.
• Collaborated with external auditors during the annual audit process to provide necessary documentation and address any concerns or findings promptly.
• Maintained accurate records of fixed assets, including acquisition costs, depreciation schedules, and current values for insurance purposes.
• Identified significant tax savings opportunities by conducting in-depth research on applicable deductions and credits.
• Supported strategic decision-making by providing accurate and timely financial reports to executive management.
• Conducted detailed cost-benefit analyses for proposed projects, guiding senior management in making informed investment decisions.
• Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
• Found tax solutions to complicated tax issues or errors from incorrect tax filings.

• Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
• Analyzed financial records to verify accuracy of tax returns.
• Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
• Increased client satisfaction by providing accurate and timely tax preparation services.
• Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
• Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
• Participated in continuous professional development opportunities to stay current in industry trends, elevating personal expertise as a Tax Preparer over time.
• Identified potential tax deductions and credits, maximizing clients' refunds or minimizing owed amounts.
• Minimized clients' tax liabilities with strategic tax planning and advice.
• Collaborated with clients to answer questions and provide advice on tax matters.

• Maintained cash flow by monitoring bank balances and cash requirements.
• Disciplined and motivated accounting team to maximize performance.
• Created and initiated accounting procedures to increase organization.
• Resolved complex accounting discrepancies through thorough investigation, analysis, and collaboration with relevant parties.
• Ensured compliance with regulatory requirements through diligent research and staying current on industry best practices.
• Continuously updated professional knowledge by attending workshops, conferences, webinars related to accounting trends and regulations.
• Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
• Optimized tax planning strategies by staying abreast of changing regulations and leveraging available tax credits or deductions wherever applicable.

• Identified opportunities for cross-selling additional bank products, driving business growth through strategic sales efforts.
• Organized regular client events to maintain engagement levels and foster loyalty within our customer base.
• Conducted thorough risk assessments for loan

applications, ensuring responsible lending practices and minimizing default rates.

• Monitored economic trends and advised clients on investment strategies, fostering trust in our financial expertise.
• Analyzed complex financial data from multiple sources in order to provide comprehensive recommendations tailored specifically for each client''s unique situation.
• Act as a trusted advisor by providing high-level financial solutions, including investment and credit banking options, tailored to customer needs.
• Engage customers through thoughtful financial questioning to understand their goals, create positive experiences, and strengthen relationships.
• Boost customer financial confidence by offering personalized advice, addressing questions, and resolving concerns.
• Escalate complex issues to team members or partners as needed, ensuring confidentiality and accuracy.
• Conduct financial reviews with existing and prospective customers, discuss portfolio updates, and recommend tailored solutions aligned with their financial objectives.
• Prepare and review documents to ensure they adhere to relevant regulations and accurately reflect business intentions.
• Foster a positive and inclusive work environment by collaborating effectively with team members, providing mentorship, and assisting others in achieving shared goals.
• Address communication challenges promptly to ensure seamless teamwork.
• Strive to meet and exceed service level agreements (SLAs) and productivity targets while maintaining high-quality customer service.
• Provided exceptional customer service, addressing concerns promptly and maintaining long-term client retention.

• Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
• Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
• Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
• Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
• Maintain compliance with marketing and regulatory guidelines in all customer interactions and common areas.
• Prepare and review documents to ensure they adhere to relevant regulations and accurately reflect business intentions.