Utkal Samal

About Utkal Samal

With over three years in the banking and financial services industry, I specialized in commercial loan underwriting as a Credit Analyst. I hold a BCom in Accounting and Finance from Utkal University and am pursuing a master’s in accounting from Drexel University, while working towards my CPA certification. My role involved conducting financial analyses, assessing creditworthiness, and ensuring regulatory compliance. This experience, along with my skills in reviewing financial statements, tax returns, and business financials, has developed my strong analytical and problem-solving abilities. I aim to leverage this background and my ongoing education to contribute effectively to the accounting and taxation field.

Experience

1. Campaign For Working Families, Inc

   Jan 2025 — Present

   As a Tax Professional specializing in individual returns, I manage all aspects of IRS Form 1040 preparation and its accompanying schedules (including Schedule C for business income and Schedule SE for self-employment tax). My role involves thoroughly reviewing key documents—such as W-2s, 1099s, and other relevant tax forms—to ensure accuracy and compliance with federal tax laws. I provide personalized guidance on deductions, credits, and adjustments, helping clients optimize their tax benefits. I also maintain strict confidentiality and implement secure data handling practices. Through close collaboration with cross-functional teams, I address complex tax inquiries, stay current on regulatory changes, and deliver comprehensive tax solutions that meet each client’s unique needs.

Education

• Utkal University

  Bachelor of Commerce - BCom, Accounting

• JAGSoM - Jagdish Sheth School of Management

  Postgraduate Degree, International Accounting and Anaytics

• Drexel University's LeBow College of Business

  Master of Science - MS, Accounting