Raj Patel 81-50 266 Street Telephone (516) 974-7290 Floral Park, New York, 11004 Email: [email protected] A CCOUNTING , FINANCE AND TAXATION EDUCATION ST. JOHN’S UNIVERSITY B.S., Accounting Completed May 2014 WORK & LEADERSHIP EXPERIENCE C.P.A Anticipated 2017 January 2016 – Present Morgan Stanley, New York, NY Tax Analyst (SALT) Prepare and amend personal property tax returns for company properties throughout the United States. Responsible for requesting, processing, and filing all personal property tax bills and issuing checks in a timely manner. Research and respond to inquiries from auditors to help prepare for annual audits. Resolve disputes with county tax collectors and assessors regarding tax charged in excess of assessed value. Review property tax assessments and their variances charged by each county or state for the current year compared to the previous years. July 2014 - January 2016 Staﬀ Accountant Responsible for the efficient and accurate processing of incoming payments in a high volume, deadline specific environment. Responsible for the timely processing of up to 20,000 invoices using EDI system. Reviewed domestic and foreign invoices, verified expenditure and processed wire transfer payment. Prepared month end journal entries for accounts receivable, accounts payable, and fixed assets depreciation. Assisted with month end closing procedures and financial statement preparation. Analyzed and researched expense variance on a monthly basis. January 2013 - April 2013 Volunteer Income Tax Assistance (VITA), Jamaica, NY Tax Preparer

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Raj Patel81-50 266 Street Telephone (516) 974-7290Floral Park, New York, 11004 Email: [email protected]

ACCOUNTING, FINANCE AND TAXATIONEDUCATIONST. JOHN’S UNIVERSITY B.S., Accounting Completed May 2014

WORK & LEADERSHIP EXPERIENCE C.P.A Anticipated 2017 January 2016 – Present Morgan Stanley, New York, NYTax Analyst (SALT) Prepare and amend personal property tax returns for company properties throughout the United States. Responsible for requesting, processing, and filing all personal property tax bills and issuing checks in a

timely manner. Research and respond to inquiries from auditors to help prepare for annual audits. Resolve disputes with county tax collectors and assessors regarding tax charged in excess of assessed

value. Review property tax assessments and their variances charged by each county or state for the current year

compared to the previous years.

July 2014 - January 2016

Staff Accountant Responsible for the efficient and accurate processing of incoming payments in a high volume, deadline

specific environment. Responsible for the timely processing of up to 20,000 invoices using EDI system. Reviewed domestic and foreign invoices, verified expenditure and processed wire transfer payment. Prepared month end journal entries for accounts receivable, accounts payable, and fixed assets

depreciation. Assisted with month end closing procedures and financial statement preparation. Analyzed and researched expense variance on a monthly basis.

January 2013 - April 2013 Volunteer Income Tax Assistance (VITA), Jamaica, NYTax Preparer Reviewed taxpayer’s documents to ensure proper requirements were met.

Interviewed taxpayer to determine if all income, deductions and allowable credits are claimed. Analyzed tax returns and answered tax related queries regarding tax codes and appropriate deductions. Administrated on-site quality review on completed return prior to taxpayer’s signature. Prepared tax returns using electronic filing software tax wise.

SKILLS, ACTIVITIES & INTERESTSTechnical Skills: Proficient in Microsoft office, Pivot Table, V-Look Up, Tax Wise Microsoft Dynamics, Simparel, PTMS Languages: Fluent in Hindi, Punjabi, Basic knowledge of SpanishActivities: Accounting Club, Student Affiliate Member of the AICPA, Glen Oaks Nursing Home - VolunteerInterests: Worked as a personal fitness trainer for local community. Played basketball for several leagues .