Abhinav Kumar
Bengaluru
Summary
Results-driven Tax Senior with proven leadership and communication skills in individual taxation. Expertise includes U.S. Form 1040 compliance and managing expatriate tax strategies, ensuring accuracy and compliance for diverse client portfolios.
Overview
5
5
years of professional experience
Work History
Tax Senior
Deloitte India(Offices of the US)
Bengaluru
06.2023 - Current
- Lead Expat and Inpat Individual Taxation engagements, specializing in U.S. Form 1040 compliance for diverse client portfolios.
- Demonstrate strong expertise in Form 2555 (Foreign Earned Income Exclusion) and Form 1116 (Foreign Tax Credit) for expatriate and inpatriate clients.
- Manage tax equalization processes for expatriate clients, ensuring fair and accurate individual tax compliance on Form 1040.
- Serve as senior on core JSG and Partnership Law Firm engagements, overseeing all phases of the tax engagement lifecycle.
- Manage and finalize invoices, acting as time-keeper to maintain accurate billing and resource allocation.
- Review and optimize a high volume of Individual Tax Returns (Form 1040), consistently achieving top review counts during peak seasons.
- Direct extension filings for 750+ clients, ensuring timely submissions and minimizing compliance risks.
- Calculate tax estimates and extension payments, supporting client financial planning and tax strategy.
- Advise managers, senior managers, and PPMDs on complex individual tax compliance and planning matters.
- Review Partnership Law Firm tax returns (Form 1065), company basis, and perform year-end and year-beginning gross-up calculations.
- Oversee ATE Payroll processes for VIP clients, ensuring payroll tax compliance and accuracy.
- Review IRS tax notices, W-7 applications, and Powers of Attorney (POA), resolving client issues efficiently.
- Provide training and mentorship to new staff and preparers, strengthening team capability and technical proficiency.
- Recognized with quarterly awards and accolades for outstanding performance and client service.
- Consistently receive top-tier performance feedback, reflecting strong leadership and technical expertise
Tax Consultant II
Deloitte India(Offices of the US)
Bengaluru
06.2022 - 05.2023
- Prepare U.S. Individual Tax Returns (Form 1040), ensuring accuracy and compliance for diverse client profiles.
- Prepare W-7 applications, IRS tax notices, and Powers of Attorney (POA), supporting clients through complex documentation and correspondence.
- Assist with client billing, contributing to efficient financial operations and engagement management.
- Consistently prepare the highest number of tax returns on assigned engagements, demonstrating exceptional productivity and reliability.
- Serve as Senior at the TC II level, entrusted with additional responsibilities by managers and senior managers based on proven performance.
- Prepare Partnership Law Firm returns (Form 1065), including complex partner allocations and tax positions.
- Prepare complex expatriate and inpatriate tax returns, addressing specialized compliance and optimization needs.
- Recognized with quarterly awards and accolades for outstanding performance and client service.
- Consistently receive strong performance feedback each quarter, reflecting technical expertise and leadership.
- Achieved the highest client hours among TC II peers, demonstrating dedication and commitment to client service.
Tax Consultant I
Deloitte India(Offices of the US)
Bengaluru
07.2020 - 05.2022
- Prepare U.S. Individual Tax Returns (Form 1040) and a wide range of related forms, including 1040NR, Dual Status, FBAR (Form 114), Form 8938, and Form 2555.
- Determine optimal tax filing positions for individuals, ensuring compliance and maximizing tax benefits.
- Prepare W-7 applications and Powers of Attorney (POA), supporting clients with essential IRS documentation.
- Prepare Partnership Law Firm returns (Form 1065), addressing complex partner allocations and tax issues.
- Perform year-end and year-beginning gross-up calculations, ensuring accurate tax reporting for clients.
- Consistently prepared the highest number of returns during busy season, demonstrating exceptional productivity and commitment.
- Received strong quarterly performance feedback, reflecting technical expertise and reliability.
- Earned direct praise from PPMD and tax senior manager as a first-year preparer for outstanding performance and client service.
Education
MBA - Core Finance
CMS Business School, Jain University
Bengaluru06.2020
B.COM - H
College of Vocational Studies, University of Delhi
New Delhi07.2017
Skills
- CCH Axcess and SP Binder
- Microsoft Office Suite
- Individual taxation expertise
- Leadership and team building
- Effective communication skills
- Law firm compliance (1065)
- Alteryx proficiency
- Tax notices and POA management
- K-1 processing
- Expatriate and inpatriate taxation
- Tax equalization strategies
- Tax planning and advisory
- Client relationship management
- Billing oversight
- Problem-solving abilities
- Attention to detail
- Client service excellence
- Calmness under pressure
- Time management skills
Hobbies and Interests
- Travelling
- Reading Novels
- Meeting new people
- Playing Cricket
- Badminton
Languages
- English
- Hindi
Timeline
Tax Senior
Deloitte India(Offices of the US)
06.2023 - Current
Tax Consultant II
Deloitte India(Offices of the US)
06.2022 - 05.2023
Tax Consultant I
Deloitte India(Offices of the US)
07.2020 - 05.2022
MBA - Core Finance
CMS Business School, Jain University
B.COM - H
College of Vocational Studies, University of Delhi
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