Summary
Overview
Work History
Education
Skills
Languages
Personal Information
Professional Development
Timeline
Generic

Akash Gupta

Mumbai

Summary

Detail-oriented and analytical US Tax Associate in providing tax compliance, planning, and advisory services to individuals and businesses. Expertise in preparing and reviewing tax returns (corporate, partnership, individual), conducting research on federal and state tax regulations, and identifying tax-saving opportunities. Strong knowledge of tax software and proficiency in utilizing Excel and other financial tools to enhance reporting accuracy and efficiency. Dedicated to maintaining up-to-date knowledge of tax laws and contributing to strategic tax planning initiatives.

Overview

4
4
years of professional experience

Work History

BDO India

Associate
09.2024 - Current
  • Preparation and review of the U.S.
  • Individual Tax Returns (Form 1040 and 1040-NR)
  • Preparation and review of U.S. Partnership Tax Returns (Form 1065), including preparation and review of Schedule K-1.
  • Preparation and review of the U.S.
  • Corporate Income Tax returns (Form 1120 and 1120S), along with various state returns,
  • Preparation and review of other U.S.
  • Returns, like sales and use tax, franchise tax, payroll tax, and property tax.
  • FATCA and FinCEN reporting.
  • Assistance in the process of U.S. company incorporation and registration in various states.
  • Preparation and review of various international tax reporting forms, i.e.,
  • 5471, 5472, 8865, 8821, 926, etc.
  • In-depth knowledge of federal and state taxation of individuals and other entities.

Transworld India Limited

Senior Associate
01.2021 - 04.2022
  • Assessed risk for potential clients, and determined the terms of insurance policies.
  • Set appropriate premium rates and coverage limits based on risk evaluation.
  • Analyzed information provided by applicants, such as medical records and financial statements.
  • Communicated with policyholders, lawyers, and other parties involved in claims.
  • Approved or denied claims based on policy terms and conditions.
  • Ensured timely premium payments, and calculated premiums and reserves.

Education

Certified Public Accountant (CPA) -

NASBA
06.2024

Master’s in commerce - Accounting

Mumbai University
07.2022

Bachelor’s in accounting and finance -

Thakur College of Science and Commerce
06.2019

Skills

  • Effective communication
  • Data Analysis and Reporting
  • Detail-oriented
  • Critical thinking
  • MS Word
  • MS Excel

Languages

  • Hindi
  • English

Personal Information

  • Date of Birth: 09/11/98
  • Marital Status: Single

Professional Development

  • Attended workshops on Advanced Risk Management Techniques, 2022
  • Participated in a seminar on Emerging Trends in Insurance, 2021

Timeline

BDO India

Associate
09.2024 - Current

Transworld India Limited

Senior Associate
01.2021 - 04.2022

Certified Public Accountant (CPA) -

NASBA

Master’s in commerce - Accounting

Mumbai University

Bachelor’s in accounting and finance -

Thakur College of Science and Commerce

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