Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Pulkit Saini

Lexington

Overview

2026
2026
years of professional experience
1
1
Certification

Work History

Junior Tax Associate

Raj Kishan CPA Inc
01.2025 - Current
  • I assisted Senior Tax Associated with preparation of the tax return
  • I assisted by creating a personalized tax form checklists for clients, gathered the required documents, entered the data using CCH Axcess Tax Software by Wolters Kulwer.
  • I accurately prepared and did initial review of the the tax return such as such as form 1040, 1120, 1120S before submitting it to my seniors for a final review. This helped streamline the the tax preparation workflow and increased productivity.

Junior Accounting Associate

Raj Kishan CPA Inc
06.2024 - 01.2025
  • Managed Accounts Receivable (AR), Accounts Payable (AP), created financial reports such as Balance Sheet, Profit & Loss, Cash Flow reports; reconciled bank accounts.
  • Collected required documents form clients such as bank statements
  • Used Quickbooks Online/Desktop, Microsoft Excel, Microsoft Outlook, Microsoft Word
  • Delivered clear and accurate financial statements after review in a timely manner and supported financial decision making
  • Maintained a high level of confidentiality and professionalism when handling sensitive financial information, promoting trust among clients and colleagues.

Receptionist

American Red Cross
2023 - 2024
  • Volunteered at American
  • Welcomed blood donors and got them checked in
  • I enhanced important skills of welcoming people, making them feel comfortable, and overall improved my communication skills

Education

BBA - Accounting

University of Massachusetts, Amherst
Amherst, MA
05-2028

High School Diploma -

Lexington High School
Lexington, MA
05-2024

BBA - Accounting

Northeastern University
Boston, MA
05-2025

Skills

  • Friendly, positive attitude
  • Teamwork and collaboration
  • Problem-solving
  • Attention to detail
  • Computer skills
  • Excellent communication
  • Tax Return Preparation (Forms 1040, 1065, 1120, 1120S)
  • Document Checklist
  • Profit and Loss
  • Balance Sheet
  • Cash Flow Statement
  • Account Reconciliation
  • Accounts Receivable
  • Accounts Payable

Certification

  • Cambridge Savings Bank Financial Education Program - This program taught me money concepts, and helped me successfully begin learning about budgeting, saving, managing a checking account, fraud prevention, and more. Certificate Received - 8 weeks spent
  • Enrolled Agent (EA) - In process of getting EA certification. I have passed the first exam on Individual Taxation. I have my second exam in 7 days on Corporate Taxation. I will pass all my exams by the end of August and get my certification


Languages

Hindi
Full Professional

Timeline

Junior Tax Associate

Raj Kishan CPA Inc
01.2025 - Current

Junior Accounting Associate

Raj Kishan CPA Inc
06.2024 - 01.2025

Receptionist

American Red Cross
2023 - 2024

BBA - Accounting

University of Massachusetts, Amherst

High School Diploma -

Lexington High School

BBA - Accounting

Northeastern University

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Pulkit Saini