Moinkhan Pathan

Account Manager @ Infinity Globus | QuickBooks Certified ProAdvisor | Communication, Presentation, Analytical Skills

Role
Account Manager at Infinity Globus, A Springline Company
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Sales & Business DevelopmentView LinkedIn profile

About Moinkhan Pathan

As an Account Manager at Infinity Globus, I provide accounting, tax, and business advisory services to clients across various industries. I have over 7 years of experience in the US accounting and taxation domain, and I am a QuickBooks Certified User, which demonstrates my proficiency in using one of the most widely used accounting software programs on the market. My core competencies include communication, presentation, teamwork, and error-solving analytical skills, which enable me to deliver high-quality solutions and maintain client satisfaction. I also have a solid background in accounting and finance, having earned a Bachelor of Commerce degree from Gujarat University. My goal is to leverage my expertise and certification to help clients achieve their financial and business objectives.

Experience

  1. Account Manager

    Infinity Globus, A Springline Company

    Jan 2023 — Present

    Started as an accounts trainee in August 2016-> Progressed through roles: staff accountant, senior accountant, accounts supervisor, tax preparer, and eventually became an accounts manager in January 2023-> Manage a team of over 14 accounting professionals and US office team members-> Handle client accounts-> Serve as a full-time accounts manager for CPA/EA firms and payroll processing/HR firms in multiple states (Texas, California, Florida, and Illinois)-> End to end client communication-> Hold a PTIN for preparing, reviewing, and e-filing various business and individual income tax returns-> Proficient in workpaper preparation, book-to-tax income reconciliation, and ensuring compliance with regulatory standards-> Oversee preparation and assessment of client financial statements-> Refine accounting operations for timely and high-quality deliverables-> Analyze complex issues and propose suitable solutions-> Interpret and enforce accounting policies and regulations (US GAAP standards)-> Execute payroll processing for various clients-> Handle specialized payroll functions-> Contribute to projects like workers\' compensation insurance audits and 401k reviews-> Provide coverage for fellow controllers and accounting managers during absences-> Guide, oversee, and evaluate accounting personnel-> Conduct staff performance appraisals and training schedules.Additional Responsibilities-> Train new and current employees within accounting firms-> Possess extensive knowledge in the client onboarding process-> Adapt to evolving business requirements-> Manage both B2C and B2B workflows and communications-> Preparation of Federal and State returns for individuals and business entities, Including Complex and multi-state returns.(1120/1120S/1065/1040/1041/990)-> Preparation of work papers to tie to tax return-> Preparation of book to tax income reconciliation

Education

  • Gujarat University

    Bachelor of Commerce (B.Com.), Accounting and Finance, Second Class

    2012 — 2016

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Moinkhan Pathan — Account Manager at Infinity Globus, A Springline Company in Charlotte, NC, US | Unifers