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
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
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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