Yogesh Panchal

Prepare annual accounts for clients, including preparation of financial statements and Company Tax Returns, Trust Tax Returns, Partnership Tax Returns, and Individual Tax Returns. Provide tax planning services for the upcoming financial year. It includes balance sheet reconciliation and inter-entity accounts, maintain Fixed asset register. Facilitate seamless communication with clients to address queries and provide necessary support via email or phone.

Working in account department and looking after all accounting tasks of Australian clients. Manage Accounts Payable and Receivable, payroll processing, daily bank reconciliations, and client queries. Prepare and submit monthly IAS (tax withheld from wages), manage superannuation payments and generate Taxable Annual payment summary. Review accounts during finalization and prepare financial statements and Company Tax Returns, Trust Tax Returns, and Individual Tax Returns.

Started accounting journey from Befree. Working with team and looking after all accounting tasks such as Accounts payable, accounts receivable, reporting, payments, bank and credit card reconciliation, fixed asset, payroll processing, task withheld, superannuation and other statutory lodgements. Promoted as senior accountant and looking after group of clients and their accounting requirements. Manage team and provide support them when needed. Looking after client communication through emails and calls.

Working for United States mortgage company. We have outsourcing process. We provide support and all necessary documents for US based company. Worked in Loan department. Review the loan documents and update in system. Prepare working for foreclosure process. Need to prepare set of documents before foreclose of any loan. Prepare calculations in client application and submit final set of documents for onshore team to process further.