Aditya Sharma
Summary
A competent professional with nearly 4+ years of rich experience in managing tax functions for various Financial Services- such as Private Equity, Hedge funds, and Fund of Funds. Formulating and preparing Scope of tax workings, Calculations of partner share, working knowledge of Waterfall calculation and Installment sale as per Deeds with recommendation and suggestion for improvement in tax structure. Adept in ensuring all tax compliance and submissions covering entity tax, international filing requirements, and withholding taxes including tax returns, internal reporting, and tax accounting.
Overview
4
4
years of professional experience
2
2
Certifications
Work History
Senior Associate (US Tax)
PWC SDC (Kolkata)
03.2023 - Current
- Reviewing tax returns along with K1/K2/K3 and work-papers (excel based) in GoSystem.- Mostly for Private equity and Fund of funds worked on 8865 (category 3 filing) and Form 8082
- Discuss with your supervisors regarding engagement expectations, including how, and when, to work in person or virtually
- Review XMLs (if applicable) and ensure that return diagnostics are cleared before returns are sent to manager review
- Assist in workload management by ensuring fair distribution among team members and regularly follow up with managers to meet client deadlines, staying informed about the tasks of associates.
- Apply insights gained from one client to another and proactively seek and implement enhancements in process efficiency.
- Participated in the scoping and Statement of Work (SOW) processes for a client.
Executive (Tax Services)
NAV Backoffice
Jaipur , Rajasthan
12.2021 - 01.2023
- Examined books of accounts to ensure that all numbers were accurate, regulations complied with and all payments accurately classified and recorded, to issue adequate K-1s to all the partners and 1065 Federal return, K-2 and K-3
- Appropriate withholding of taxes, timely deposit of monthly withholding taxes under 1042 and 1042s for foreign partners in US Partnership
- Demonstrated excellent Professional skepticism skills to ensure all foreign filings are complied with such as Form - 8621, 8865 (various categories.) 8082 ( If not received underlying K-1s), Working experience on Partner Forms (K-1s) and other firms-based technologies.
Staff II (US Tax)
WithumSmithBrown India LLC
06.2021 - 11.2021
- Understanding the process of US Tax filing process and preparation and review of tax returns and K-1s
- Had a brief working experience in operating partnerships and state filings.
Advance Tax Analyst Professional (US Tax)
EY GDS India
01.2020 - 06.2021
- Examined books of accounts to ensure that all numbers were accurate, regulations complied with and all payments accurately classified and recorded, to issue adequate K-1s to all the partners and 1065 Federal return, K-2 and K-3
- Appropriate withholding of taxes, timely deposit of monthly withholding taxes under 1042 and 1042s for foreign partners in US Partnership
- Demonstrated excellent Professional skepticism skills to ensure all foreign filings are complied with such as Form - 8621, 8865 (various categories.) 8082 ( If not received underlying K-1s), Working experience on Partner Forms (K-1s) and other firms-based technologies
- Was awarded Extra miler award, Exceptional Client Service Award and also received Certificate of Excellence in FSO Excellence Awards 2020 Global Townhall.
Education
CA- IPCC - undefined
Institute of Chartered Accountants of India (ICAI)
B.Com. - Strategic Planning, Economics, Business Studies, Computer Science
University of Rajasthan
Skills
Global Compliance & ReportingTax ReturnsProvide Feedback reportTax Assessments & AppealsDocumentationResearch & CompliancePolicies & ProceduresMS OfficePower BIWorking Knowledge of AlteryxGoSystem (Software used for US Tax return)CCH Access
Certification
GMCS 1 conducted by ICAI
Timeline
Senior Associate (US Tax)
PWC SDC (Kolkata)
03.2023 - Current
Executive (Tax Services)
NAV Backoffice
12.2021 - 01.2023
Staff II (US Tax)
WithumSmithBrown India LLC
06.2021 - 11.2021
Advance Tax Analyst Professional (US Tax)
EY GDS India
01.2020 - 06.2021
CA- IPCC - undefined
Institute of Chartered Accountants of India (ICAI)
B.Com. - Strategic Planning, Economics, Business Studies, Computer Science
University of Rajasthan