Lavanya Perugu
North York,ON
Summary
Dynamic Tax Consultant with expertise in corporate taxation and excise tax management at Softron Tax. Proven track record of reducing client tax liabilities through strategic identification of deductions and credits. Adept at utilizing tax software and fostering strong client relationships, ensuring compliance and achieving favorable outcomes in tax inquiries.
Overview
5
5
years of professional experience
Work History
Tax Consultant
Softron Tax
01.2021 - Current
- Assisted in gathering and organizing tax-related documents for client consultations.
- Supported senior consultants in preparing tax returns using specialized software.
- Conducted preliminary research on tax regulations and compliance requirements.
- Maintained up-to-date knowledge of federal and state tax laws through continuous learning.
- Collaborated with team members to streamline documentation processes for efficiency.
- Assisted clients with inquiries related to tax filings and deductions, providing clear guidance.
- Developed proficiency in utilizing accounting tools to track client information accurately.
- Participated in training sessions to enhance understanding of tax preparation best practices.
- Facilitated smooth communication between clients and taxing authorities during inquiries or disputes, achieving favorable outcomes.
- Streamlined tax preparation process for increased efficiency and accuracy.
- Maintained positive relationships with both existing and prospective clientele through excellent customer service and responsiveness.
- Identified discrepancies in client records that could trigger audits or result in missed deductions or credits.
- Reduced client tax liabilities by identifying applicable deductions and credits.
Education
High School Diploma -
Bapatla Engineering College
Bapatla06-2024
Skills
- Corporate taxation proficiency
- Excise tax management
- Tax software proficiency
- Property tax administration
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Resolved product issue through consumer testing.
Timeline
Tax Consultant
Softron Tax
01.2021 - Current
High School Diploma -
Bapatla Engineering College