Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Interests
Timeline
Generic
NagaRanjani Komaragiri

NagaRanjani Komaragiri

Certified Professional Tax Preparer & Book Keeper
Calgary,AB

Summary

Certified Professional Tax Preparer & Professional Bookkeeper | Aspiring CPA
• Awaiting approval from NASBA – Enrolment in the US CPA Program for the State of Montana
I specialize in U.S. and Canadian tax compliance & cross-border taxation. I am eager to collaborate with leading tax specialists, contribute to tax planning for diverse clients and foster client relationships.
Relevant Experience
INTUIT - Training in Pro Tax Software for 1040 Tax Preparation, Tax document analysis & Client data entry- Oct 2024
Universal Accounting Virtual Project Experience- US Tax Preparer & Bookkeeper April-July 2024
Canadian Tax Academy Practicum-Working Knowledge on Framework, Analysis, & Preparation of T1 Tax Returns of Actual Client Scenarios. (2016-2021)
PwC Practicum- Working Knowledge on U.S. Tax-August 2024
KPMG Canada Audit & Assurance Practicum- Working Knowledge of Audits - July 2024

Overview

8
8
years of professional experience
4
4

Certifications

Work History

Tax Preparer /Process Associate

Deloitte
Ottawa, ON
02.2020 - 03.2020
  • Account openings, Prepared T1 and filing.
  • Compiled data from clients to complete tax forms accurately through Approved Software Applications.
  • Conducted tax research, address client inquiries, and resolve tax-related issues
  • Skilled at working independently and collaboratively in a team environment.

Accounting Assistant

KHMPC PROFESSIONAL ACCOUNTANTS
Stittsville, ON
01.2019 - 03.2019
  • Prepared T1 and T2 Returns for Tax Prep and filing.
  • Assisted in the preparation of Notice to Reader and Audit engagements on CaseWare.
  • Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
  • Corresponded with CRA for customer requests.

International Trade Operations Officer

ICICI Bank
Toronto, ON
05.2007 - 08.2007
  • Incoming & Outgoing Wire Transfer requests for Swift transactions.
  • Reviewed financial information such as invoices, accounts payable and receivable.

Senior Personal Banking Officer

ICICI Bank Limited
Hyderabad, India, India
07.2001 - 04.2006
  • Offered Elite Services for NRI & High Net Worth Individuals in Private Banking Desk.
  • Comprehensive Investment solutions to HNI
  • Promoted financial products. Sold mutual funds
  • Processed Wire transfers & Bank reconciliations.
  • Worked closely with the internal audit team. Managed follow-up on audit results and implemented necessary resolutions. Key achievement:
    Designated NRI representative. NRI market banking revenue has been up 20% quarterly since then.

Teller

Lakshmi Vilas Bank Ltd
Hyderabad, India, India
06.2000 - 12.2000
  • Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.

Education

Post Graduate Diploma|Credential Analysis By WES (Canada Equivalency) - Financial Management

Pondicherry University
Pondicherry, India
12.2003

Post Graduate Diploma|Credential Analysis By WES (Canada Equivalency) - Business Administration

Osmania University Of Hyderabad
Hyderabad, India
05.2002

Bachelor's Degree|Credential Analysis By WES (Canada Equivalency) - Accounting

Osmania University Of Hyderabad
Hyderabad, India
06.2000

Bachelor's Degree - Accounting

Professional Certifications - TAX & Book Keeping

Universal Accounting School
UTAH,USA
2024.04 - Current

Skills

  • Individual PTIN & CRA Rep ID
  • NetSuite Software
  • Intuit Software Platform
  • CaseWare & Tax Prep
  • Book Keeping

Certification

Certified Professional Book Keeper

Professional Tax Preparer

Certified Payroll Processor

Quick Books Training

Color Accounting

Personal Tax T1 Returns Comprehensive Case Studies Course from Canadian Tax Academy

Institute 2019- Feb Personal Tax (S1) - Newbies Ninja Institute

Accomplishments

2003- Feb Financial Trade Services Newsletter - ICICI Bank ltd. Gold medals for college topper - Bachelor’s degree of Commerce

Interests

Music

Gardening

Timeline

Professional Certifications - TAX & Book Keeping

Universal Accounting School
2024.04 - Current

Tax Preparer /Process Associate

Deloitte
02.2020 - 03.2020

Accounting Assistant

KHMPC PROFESSIONAL ACCOUNTANTS
01.2019 - 03.2019

International Trade Operations Officer

ICICI Bank
05.2007 - 08.2007

Senior Personal Banking Officer

ICICI Bank Limited
07.2001 - 04.2006

Teller

Lakshmi Vilas Bank Ltd
06.2000 - 12.2000

Post Graduate Diploma|Credential Analysis By WES (Canada Equivalency) - Financial Management

Pondicherry University

Post Graduate Diploma|Credential Analysis By WES (Canada Equivalency) - Business Administration

Osmania University Of Hyderabad

Bachelor's Degree|Credential Analysis By WES (Canada Equivalency) - Accounting

Osmania University Of Hyderabad

Bachelor's Degree - Accounting

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NagaRanjani KomaragiriCertified Professional Tax Preparer & Book Keeper