Shubhra Purwar

Senior Tax Analyst @Block Advisors

San Jose, CA, US
EMAILS
s••••••••@blockadvisors.com
MOBILE NUMBERS
+14•••••••20

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WORK HISTORY

Oct 2020 — Present

Senior Tax Analyst @Block Advisors

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US

Prepare complex tax returns, ensuring compliance and client confidence. Resolve tax notices, enhancing client satisfaction and trust. Identify tax-saving opportunities, optimizing financial outcomes. Collaborate with clients, improving service quality and addressing inquiries. Devise innovative tax strategies through comprehensive analysis, optimizing financial outcomes for diverse clientele while ensuring compliance Foster strong client relationships through proactive communication, efficiently addressing complex tax concerns and elevating overall service quality Streamline multi-state tax filing processes, significantly enhancing efficiency and accuracy while maintaining full regulatory compliance Develop creative solutions for tax notices, minimizing potential financial impacts and substantially improving client satisfaction and trust Meticulously prepare intricate tax returns, identifying key tax-saving opportunities and ensuring precise adherence to evolving regulations Optimize tax strategies through comprehensive analysis, ensuring compliance and maximizing financial outcomes for diverse clientele

EDUCATION

2020

IIA-The Institute of Internal Auditors

CIA, Auditing

N/A

The Institute of Chartered Accountants of India

Concurrent Audit Certificate, Bank Internal Audit

2004 — 2011

The Institute of Chartered Accountants of India

Chartered Accountant, Auditing

2003 — 2005

Chatrapati Sahuji Maharaj Kanpur University, Kanpur

Master’s Degree, Accounting and Finance

N/A

The Institute of Chartered Accountants of India

DISA

ABOUT SHUBHRA PURWAR

Staff Accountant/Bookkeeper/tax accountant with extensive experience in public accounting and financial auditing, leveraging over a decade of expertise to drive financial accuracy and compliance. Proficient in General Ledger management, QuickBooks, and Excel, utilizing advanced skills to optimize financial processes and enhance organizational growth. Dedicated to implementing innovative accounting strategies that foster competitive advantage and future success.

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