Muhammad Nadeem

Tax Accountant

James Baker • Full time

Jan 2026 - Present • 9 mos

Prepared and reviewed U.S. federal and state tax returns for individuals, partnerships, S corporations, C corporations, and foreign-owned U.S. entities. Managed tax compliance from financial statement analysis and book-to-tax adjustments through filing, extensions, estimated tax planning, and IRS/state notice resolution. Key responsibilities included: • Individual tax preparation using Forms 1040 and 1040-NR • Business tax returns using Forms 1065, 1120, and 1120-S • International tax compliance for foreign-owned U.S. disregarded entities • Form 5472 and Pro Forma Form 1120 preparation and related-party transaction reporting • Federal and state tax extensions using Forms 4868 and 7004 • Quarterly estimated tax calculations and tax payment planning • Book-to-tax reconciliation using financial statements, trial balances, and general ledgers • Tax adjustments, depreciation, and amortization calculations using Form 4562 • Review of prior-year tax returns to identify errors, missed deductions, compliance issues, and tax-saving opportunities • Federal and state tax research covering filing requirements, entity classification, tax elections, and reporting obligations • IRS and state tax notice analysis, response preparation, and supporting documentation • Review of shareholder, partner, and owner information, including basis, ownership, and distribution reporting • Direct client communication, tax document collection, discrepancy resolution, and engagement management Used Drake Tax, OLT Pro, ProConnect, QuickBooks, and other accounting and tax software to prepare accurate tax returns and maintain compliance with U.S. federal and state tax requirements.

Senior Accountant

Safari Rose • Full time

Jun 2025 - Present • 1 yr 4 mos

Managed full-cycle accounting for a portfolio of 5 companies, including 3 investment ventures and 2 tourism businesses, with a primary focus on cruise, charter, and event operations. Worked directly with ownership to maintain accurate financial records, reconcile revenue and merchant transactions, manage cash flow, and prepare monthly financial reports. Key responsibilities included: • Multi-entity bookkeeping and full-cycle accounting across 5 companies • Accounts payable, accounts receivable, invoicing, and payment processing • Tourism and cruise revenue reconciliation for ticket sales, private charters, and events • Credit card merchant processing and daily cash receipt reconciliation • Bank reconciliations and month-end closing • Seasonal cash flow forecasting based on peak and off-peak tourism revenue • Payroll accounting and payroll-related transactions • Vendor and vessel cost accounting, including maintenance, fuel, insurance, and operating expenses • Accurate allocation and tracking of business and project-related costs • Monthly financial statements and management reporting • Financial analysis and reporting to support ownership and strategic decision-making • Coordination with vendors, management, and cross-functional teams • Support for operational planning, forecasting, and long-term financial efficiency Specialized in maintaining accurate accounting records for multi-entity and seasonal businesses where revenue, cash flow, merchant processing, and operating costs can fluctuate significantly throughout the year.

Tax Preparer

Legacy Wealth Management Group • Freelance

Nov 2024 - Jan 2026 • 1 yr 2 mos

Prepared and filed U.S. federal and state tax returns for individuals, sole proprietors, partnerships, S corporations, and C corporations, ensuring accurate reporting and compliance with IRS requirements. Key responsibilities included: • Individual tax preparation using Form 1040 and Form 1040-NR • C Corporation tax returns using Form 1120 • S Corporation tax returns using Form 1120-S • Partnership tax returns using Form 1065 • Sole proprietor tax preparation using Schedule C • Book-to-tax reconciliation and preparation of Schedule M-1 and M-2 • Depreciation calculations and fixed asset reporting using Form 4562 • Tax adjustments, income and expense analysis, and tax reconciliations • Analysis of tax deductions and credits to improve clients' tax positions • Review of prior-year tax returns to identify errors, missed deductions, and potential tax issues • Federal and state tax compliance and accurate tax reporting • Client communication and resolution of tax-related questions and discrepancies Worked directly with clients to gather financial information, resolve tax issues, improve return accuracy, and ensure timely compliance with U.S. federal and state tax requirements.