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Bilal, Melissa, TX

Masters, Accounting

5 
1 
Reviews

Expertise

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Service Line

CPA/Accounting Advisory

Availability

31.82 hrs / wk (this month)
37.00 hrs / wk (next month)

Top Industries

  • Retail

  • Wholesale

  • Accounting Firm

Top Skills

  • 1040 Filing

  • 1065 Filing

  • 1120 Filing

  • 1120S Filing

Top Softwares

  • Drake

  • Gusto

  • ProConnect

  • QuickBooks (desktop)

  • QuickBooks Enterprise

Work Experience

Title: 

Senior Associate

Dates Worked: 

September 2021 - current

Company: 

FinTech Start-up

Accomplishments:

1. Prepare/Review Federal/State Tax Returns for Y-Combinator/Other VC-backed start-ups.
2. International/Foreign Tax Reporting for US-based entities/persons.
3. Finalize Books for the Month - Prepare Monthly Financial Reporting Package.

Other assigned tasks to support the Team including: 
1. Filing Dissolutions 
2. Due Diligence for certain state/tax laws etc.

Software Used: 

Quickbooks (online), ProConnect, Slack, Airtable, Gusto, ADP

Skills Used: 

1120 Filing, International tax, R&D tax credit, Financial Reporting, Full Charge Bookkeeping, Account Reconciliation, Accounting Information Systems, Corporate Tax, Annual state filings, Tax Compliance, Compliance

Industries Covered: 

Accounting Firm

Title: 

Accounting Manager

Dates Worked: 

October 2016 - September 2021

Company: 

SimTax and Finance

Accomplishments:

1. Actively onboarding/signing up 3-4 clients each month by active business development and meeting the prospects. 
2. Understand their needs and bridge the gap. Streamline the process for onboarding new clients and information gathering for existing clients. 
3. Timely delivery of management/accounting reports to clients. 
4. Successfully increased the revenue from the existing clientele by offering value-added services. 
5. Helped many small businesses in savings thousands of tax dollars through effective tax planning. 

40% of work was Tax Preparation/Planning including International Tax Returns, as well as in multiple states tax returns. 60% of work was Full-Cycle Accounting for the clients

Software Used: 

QuickBooks (desktop), Quickbooks (online), Gusto, Drake, Lacerte, ProConnect, ADP, QuickBooks Enterprise, Xero, Sage, Slack

Skills Used: 

1040 Filing, 1065 Filing, 1120 Filing, 1120S Filing, 941 Filing, 940 Filing, Federal Tax Filing, State Tax Filing, Tax Compliance, Annual state filings, International tax, Full Cycle Month-End Close, Full Cycle Year-End Close, Full Charge Bookkeeping, Accounting Information Systems, Internal audit, Internal Controls, Develop KPIs, Interpret KPIs, Financial Reporting, Financial Planning & Analysis, Review financials with Management, ERP Implementation, Tax Planning, Tax Returns

Industries Covered: 

Accounting Firm