Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

Sugam Arora

Muzaffarnagar

Summary

High-performing Tax Consultant proficient at preparing complete and accurate tax returns. Knowledgeable in overseeing all paperwork for tax preparation. Excellent planning, problem-solving and decision- making strengths and is Team-oriented and committed to continuous, self-directed learning.

Overview

3
3
years of professional experience
7
7
years of post-secondary education
4
4
Certifications

Work History

Tax Consultant

Deloitte
5 2022 - Current
  • Prepared corporate and partnership tax returns for business clients
  • Completed e-filings of federal returns for business clients
  • Prepared detailed workpapers using PBCs to calculate the taxable income
  • Maintained complete records of client tax returns and supporting documentation in secured areas
  • Contacted IRS on behalf of client to address issues related to tax self-preparation
  • Prepared tax returns, extensions and calculations for organizations and entities.
  • Prepared written responses or tax return amendments to resolve federal notices

Finance Intern

Bajaj Allianz Life Insurance Company
09.2021 - 11.2021
  • Engaged towards value examination of automobile industry listed at Indian Stock Exchanges
  • Assessing stocks which are either underestimated or have great development potential
  • Analyzed stocks on the basis of various chart patterns, price actions, technical oscillators
  • Created a mutual fund on auto mobile sector using fundamental analysis

Education

Post Graduate Diploma in Management - Finance

Jagan Institute of Management Studies
04.2020 - 04.2022

Bachelor of Commerce (Hons.) - Accounting And Finance

Arihant College
04.2016 - 04.2019

High Secondary School (XII) - Commerce

SD Public School
03.2015 - 03.2016

High School (X) - Science

SD Public School
03.2013 - 03.2014

Skills

Tax Return Preparation

Verbal and Written Communication

Finance

Analytical

Financial Management

Accounting Principles

Team Work

Technical Analysis

Fundamental Analysis

Accomplishments

  • Completed more than 100 Partnership and Corporation tax returns during the last year tax season.
  • Received shout-out's from different team members and seniors for good work during the season
  • First Prize in movement marketing at PGDM level
  • Third Prize in IB Competition at PGDM level

Certification

Fundamentals of Accounting

Languages

English
Advanced (C1)

Timeline

Finance Intern

Bajaj Allianz Life Insurance Company
09.2021 - 11.2021

Fundamentals of Accounting

04-2021

Introduction to Cooperate Finance

04-2021

Financial Market

04-2021

Excel

04-2021

Post Graduate Diploma in Management - Finance

Jagan Institute of Management Studies
04.2020 - 04.2022

Bachelor of Commerce (Hons.) - Accounting And Finance

Arihant College
04.2016 - 04.2019

High Secondary School (XII) - Commerce

SD Public School
03.2015 - 03.2016

High School (X) - Science

SD Public School
03.2013 - 03.2014

Tax Consultant

Deloitte
5 2022 - Current
Sugam Arora