Raamesh Kadam
Senior Tax Specialist (Promoted) @H&R Block
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WORK HISTORY
Senior Tax Specialist (Promoted) @H&R Block
Stone Ridge, NY, US
Promoted from Tax Specialist to Senior Tax Specialist based on consistent performance, accuracy, and client handling during peak tax season • Managed a portfolio of 50+ individual tax clients, preparing and reviewing U.S. federal tax returns (Form 1040) with high accuracy • Reviewed complex tax filings, ensuring compliance with IRS regulations and accurate application of deductions and credits • Analyzed financial records including W-2s, 1099s, and investment income to ensure completeness and reporting accuracy • Maintained strict adherence to tax filing deadlines while delivering audit-ready documentation • Provided client-focused tax advisory support, resolving discrepancies and improving filing accuracy • Strengthened expertise in advanced tax preparation through certification and hands-on client experience
EDUCATION
University of Mumbai
Bachelor of Commerce - BCom, Accounting and Finance
Rochester Institute of Technology - Saunders College of Business
Master of Science - MS, Accounting and Analytics
ASBS MBA - Oriental School of Business
Master of Business Administration - MBA, Finance, General
JAGSoM - Jagdish Sheth School of Management
Post Graduate Certificate in Management , International Accounting & Analytics
ABOUT RAAMESH KADAM
Accounting and audit professional with 4.8+ years of experience in financial reporting, reconciliations, month-end close, and audit support across asset management, banking, and U.S. tax environments.Currently working as a Tax Preparer at H&R Block, preparing and reviewing U.S. federal and state returns (Form 1040) in a high-volume, compliance-driven environment, ensuring accuracy and IRS compliance.At State Street, specialized in investment accounting, NAV validation, account reconciliations, and audit-ready reporting under U.S. GAAP. Recognized with the Titan Award for accurate financial reporting under tight deadlines.Previously at DBS Bank, analyzed financial statements, working capital cycles, and covenant compliance, strengthening expertise in financial analysis, internal controls, and risk assessment.Core Skills:• Financial Reporting & U.S. GAAP• Account Reconciliations & Month-End Close• Audit Support & Internal Controls• Tax Preparation (Form 1040)• Financial Statement AnalysisTools & Systems:• Oracle NetSuite (Certified)• Advanced Excel• AlteryxCurrently pursuing a Master’s in Accounting & Analytics at RIT and working toward CPA certification. Actively seeking opportunities: Staff Accountant | Audit Associate | Accounting Analyst | Tax Associate (Open to relocation across the U.S.)
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