Summary
Overview
Work History
Education
Skills
Languages
Personal Information
Technicalskills
Languages
Timeline
Generic

ANANYA GOGOI

Guwahati

Summary

Experienced Tax Accountant with 2 years specializing in U.S.-Canada cross-border taxation and 5 years in Australian cross-border taxation. Expertise in handling individual tax matters for clients with dual tax residency, tax treaty considerations, and complex international tax situations. Proficient in preparing and filing individual tax returns in both the U.S. (Form 1040) and Canada (T1), advising on tax-saving strategies, and ensuring compliance with both IRS and CRA regulations.

Overview

8
8
years of professional experience

Work History

Tax Accountant – U.S. and Canada Cross-Border Taxation

Madan CPA
07.2022 - Current
  • Assisted clients with the tax implications of expatriation, dual citizenship, and cross-border transfer.
  • Preparation and review of Form 1040, Form 8938, Form 1116, Form 8833, FBAR, and Form 8889 for the U.S. tax return.
  • Preparation and review of the U.S. state tax returns.
  • Preparation and review of Form 1135, departure forms (T1161 and T1243), for Canadian tax returns.
  • Supported efficient accounting operations with high-quality administrative support.
  • Remained vigilant in terms of changes to tax laws, assuring that companies were always compliant.
  • Worked closely with clients throughout the year to ensure accurate filings at year end.

Tax Consultant II

Deloitte USI
Hyderabad
11.2017 - 03.2021
  • Tax preparation and tax consultation for more than 300 cross border individuals in the Global Mobility Tax Team for Australia
  • Performing end-to-end engagement management for over 30 companies from various sectors like FMCG, Fashion, Energy, IT, Pharma, Fin Services & Church
  • Ensuring individual tax briefings with more than 30 expatriates
  • Identifying new opportunities and analysing risks along with staying updated about new developments within the domestic and international arena that affect clients’ business
  • Coaching and hands-on training to over 10 new hires individuals

Equity Advisor

Karvy Stock Broking Ltd.
Hyderabad
07.2016 - 08.2017
  • Discussed trading and investment strategies with clients taking into account micro macroeconomic indicators, global domestic financial markets and impact on stock movements
  • Handled client portfolios worth more than INR 5 Crores
  • Holds consistent trading track records and month-on-month increase in brokerage amounts

Education

MBA - Finance and HR

Gauhati University
Assam
01.2016

B.S. - Physical Sciences

Gauhati University
Assam
01.2015

Skills

  • Taxation Advisory
  • Cross-Border Taxation
  • Individual Tax Compliance
  • Tax Treaty Planning
  • Dual tax residency
  • US and Canadian tax laws
  • Foreign Asset Reporting: FBAR, Form 1135, Form 3250, Form 8938
  • Federal and state tax returns
  • Payroll and compensation
  • Client management
  • Payroll Management
  • Training and Development
  • Tax Software: CCH
  • Proficient in iFirm, CCH, APS
  • Tax Research Tools: CCH Axcess
  • Microsoft Office Suite: Advanced Excel, Word, Outlook, PowerPoint
  • Programming Languages: Python, C, FORTRAN

Languages

  • English
  • Hindi
  • Assamese

Personal Information

Date of Birth: 12/25/93

Technicalskills

CCH, IFirm, APS, FBAR, T1135, 3520, 8938, CCH Axcess, Advanced Excel (pivot tables, macros), Word, Outlook, PowerPoint

Languages

English
First Language
Hindi
Beginner
A1
Assamese
Beginner
A1

Timeline

Tax Accountant – U.S. and Canada Cross-Border Taxation

Madan CPA
07.2022 - Current

Tax Consultant II

Deloitte USI
11.2017 - 03.2021

Equity Advisor

Karvy Stock Broking Ltd.
07.2016 - 08.2017

MBA - Finance and HR

Gauhati University

B.S. - Physical Sciences

Gauhati University
ANANYA GOGOI