Aakershit Mahajan
Gurugram
Summary
Senior Tax Consultant with good understanding of tax laws and regulations. Experience includes providing strategic tax planning recommendations to clients, preparing complex tax returns, and managing relationships with regulatory authorities. Strengths lie in problem-solving, team leadership, communication skills, and ability to stay abreast of changing tax policies. Previous roles have seen significant improvements in client satisfaction and efficiency within the tax department due to streamlined processes.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Tax Consultant
Deloitte Tax LLP
Gurugram
2019.11 - Current
- 5 years industry experience of preparation and review of Individual Tax Returns and Financial Services, focusing on U.S Taxation (Global Employer Services).
- Tax compliance experience includes Federal and State Individual, Gift tax returns and Administrative Activities.
- Clients served include an employee level to C Class or Partner clients.
- Determining the future financial position of the client through a detailed estimates & provisions calculation.
- As the experience senior on engagements, role includes management activities (scheduling, other Admin Activities), information-gathering from the client and management of U.S. and USI Tax Consultants assigned to the engagements.
Research Analyst
S&P Global
Ahmedabad
2018.01 - 2019.11
- Expertise in extraction and analysis of financial/ non-financial data with an objective to build/enhance organization's internal database and portfolio.
- Worked as query mentor and BUDDY for new hires to manage their workflow and operational queries. Experience with different databases like FactSet, Capital IQ, Factiva, Bloomberg and Thomson Reuters.
- Actively worked as a member of Internal Employee Engagement committee and Organized basis training workshops like Excel Essentials and how to build effective communication skills.
- Prepared & reviewed daily/weekly/quarterly reports flagging data quality issues (from millions of records) for accuracy, completeness & reconciled transactions.
- Used relevant technology (Excel, Macros & SQL) to generate reports and recommended courses of action to upper management.
- Collaborated frequently and effectively with global business-unit leaders, Stakeholders & tech teams to identify and prioritize problems.
- Ingestion and maintenance of third-party feed into the database with smooth flow to
product. - Deliver on predefined individual and team targets and participating in regular meetings
and supporting any urgent requests.
Intern
Gravita India Ltd.
Jaipur
2017.06 - 2017.08
- Comparative study of Lead Industry in Thailand and UK.
- Sending an email of quotations to the customers.
- Preparing spreadsheet of Non-Ferrous metal dealers and lead sheet dealers.
- Calling customers and convincing them to purchase products from us.
Education
MBA - Marketing And Finance
DAV University
Jalandhar2018-06
Software Engineering - Hardware And Software Engineering
NIIT
Pathankot2016-10
B.Com -
S.R.P.A Adarsh Bhartiya College
Pathankot2016-06
Skills
- Individual Clients Form 1040
- Tax Notices
- Tax Estimate Calculations
- High Net Worth Clients
- Form K-1s
- Research & Data Analysis
Accomplishments
- Won a project on ‘Making Innovative Business Idea’ with LEDMac, London.
Languages
Hindi
First Language
English
Advanced (C1)
C1
Punjabi
Proficient (C2)
C2
Certification
- International Entrepreneurship Bootcamp LED Mac London.
- Soft Skills Programme associated with Carpe diem, IIM Calcutta.
- Installing, Configuring and Troubleshooting Desktop Hardware and Software.
- Certificate program in Swift for professionals using Microsoft Word, Excel, Power Point and Outlook 2007.
Timeline
Senior Tax Consultant
Deloitte Tax LLP
2019.11 - Current
Research Analyst
S&P Global
2018.01 - 2019.11
Intern
Gravita India Ltd.
2017.06 - 2017.08
MBA - Marketing And Finance
DAV University
Software Engineering - Hardware And Software Engineering
NIIT
B.Com -
S.R.P.A Adarsh Bhartiya College
- International Entrepreneurship Bootcamp LED Mac London.
- Soft Skills Programme associated with Carpe diem, IIM Calcutta.
- Installing, Configuring and Troubleshooting Desktop Hardware and Software.
- Certificate program in Swift for professionals using Microsoft Word, Excel, Power Point and Outlook 2007.
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