
Timeline
About me
Tax Staff Accountant
Education

Colby senior high school
2015 - 2017
University of denver
2019 - 2020Bachelor of science - bs accountingAttended the university but did not graduate as my family moved to Tennessee and I had to change my university.

The university of tennessee at chattanooga
2023 - 2024Master's degree accounting 3.222 gpa
Nashville state community college
2017 - 2019Associate of science - as
The university of tennessee at chattanooga
2020 - 2022Bachelor's of science in business administration accounting 3.277 gpa (out of 4.0 scale)
Experience

Target
Oct 2017 - Apr 2019Retail cashier• Greeted customers and helped them with product and store related questions. Explained the benefits of Target Red Card - Debit card and Credit Card, and also processed tax exemptions for special clients - educational, religious, non-profits, etc.

Airport inn
Apr 2020 - Dec 2021Administrative assistantIt was a Family Hospitality Business. I helped my parents in completing office work to support operations by keeping precise records for bookkeeping. Performed client communication on a regular basis by receiving phone calls, emails, and face-to-face interaction. Kept track of reservations, and managed customer check-in and check-out processes. I was not an official employee; I just helped my parents with their work.

Lighthouse cfo group
May 2021 - Apr 2022Accounting internRegularly worked with QuickBooks Online and Performed basic accounting functions including accounts payable/accounts receivable and maintained records for financial transaction. Performed reconciliation and verification of invoices and other expenditures. Generated invoices for vendor and customers. Did Filing, Data entry, and matched invoices for payments on a regular basis. Performed operational and accounting duties in reference to transactions.

Elliott davis
Jun 2022 - Jul 2022Forensic valuation and litigation support (fvls) internAssisted in Business Valuation work for Client. Gave an individual presentation over a business valuation case study as a part of internship. Capstone project presentation as a team over a Healthcare Transaction Advisory – Used PowerBI

Elliott davis
Jan 2023 - Apr 2023Forensic valuation and litigation support specialistAssisted in Business Valuation work by entering financial statements in the Business Valuation Model and pulled data from IBIS World, Kroll, BizMiner, and DealStats and performing Income Analysis. Also assisted in writing and cold reviewing Business Valuation Reports.

Miller & mcphail, cpas
Jan 2024 - Apr 2024Tax internAs a part-time Tax Intern, I primarily helped in Preparing Individual Tax Returns using CCH Axcess software. I also helped in filing annual reports on secretary of state website and also assisted in filing Tangible Personal Property's occasionally. Apart from Tax returns, I also entered invoices in QuickBooks.

Elliott davis
Jun 2024 - Jul 2024Tax internPrepared Flowcharts in MS Excel and also prepared a Fixed Assets Schedule. Did a research on Private Equity and it's structure and wrote an article over it. Apart from this, I did research on Personal Property Tax Bill for several prospects. As a part of client project, attended a phone call with the client and then prepared R&D short and long memos. I also worked on a client project for Tax Provision and gave a presentation on Potential Prospects for the company.

Lbmc
Jan 2025 - nowStaff accountant, tax services
Licenses & Certifications
- View certificate

Preventing harassment in the workplace
LinkedinJun 2024 
Microsoft office specialist- excel associate 2019
MicrosoftFeb 2020
Microsoft office specialist- word associate 2019
MicrosoftFeb 2020
Microsoft office specialist- powerpoint associate 2019
MicrosoftFeb 2020
Honors & Awards
- Awarded to Siddhi Patel, MAccInducted Member of the National Society of Leadership and Success Nashville State Community College Apr 2018
- Awarded to Siddhi Patel, MAccAcademic Letter Recipient Colby Senior High School
- Awarded to Siddhi Patel, MAccBest Student Teacher P.P. Savani Chaitanya Vidya Sankul, India Every 5th of October, my school in India celebrates Teacher's day, where we students get to take the role of a specific teacher and teach the classes taught by our selected teacher daily. Our teachers then evaluate our teaching method and how well we have taught the entire day. At the end of the day, they announce the "Best Student-Teacher" award. I secured 1st Position twice as a Best Student-Teacher.
- Awarded to Siddhi Patel, MAccDean's List -
- Awarded to Siddhi Patel, MAccInducted Member of the National Society of Collegiate Scholars -
- Awarded to Siddhi Patel, MAccPrinciple's Honor Roll Colby Senior High School
- Awarded to Siddhi Patel, MAccSuperintendent's Honor Roll Colby Senior High School
Volunteer Experience
Volunteer
Issued by The Art of Living on Mar 2021
Associated with Siddhi Patel, MAccPresident (Student Officer at University of Tennessee at Chattanooga)
Issued by IMA | Institute of Management Accountants on Jan 2022
Associated with Siddhi Patel, MAcc
Languages
- guGujarati
- hiHindi
- enEnglish
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