Anik Bose

• Second Level Reviewer - Federal and state income tax returns in accordance with applicable tax laws.
• High Net Worth Individuals Taxation (1040).
• Trust Taxation (1041).
• Gift Tax (709).
• Training Instructor for both experienced group and newly joined professionals.
• Career Coach.
• Engagement Owner.
• Client Contact.

• Reviewing Form 1040 , 1041 & 709 majorly HNI Clients and Institutional Trust Group.
• Engagement Management.
• Conducting Annual Training Session.
• Tax Contact.
• Mentored team members including freshers to senior associates to enhance professional development and accountability in workplace.
• Helped with planning schedules and delegating assignments to meet season goals and client expectation.
• Supervised day-to-day operations to meet performance, quality and service expectations.
• Evaluated employee performance and conveyed constructive feedback to improve skills.
• Established team priorities, maintained schedules and monitored performance.
• Successfully managed budgets and allocated resources to maximize productivity and profitability.
• Improved staffing during busy periods by creating employee schedules and monitoring call-outs.

• Tax Return Reviewer – US Individual Tax (HNI Domestic {1040}, Expat & Foreign Nationals {1040 & 1040NR}, Trust Returns {1041}, Partnership Returns {1065}, Gift tax {709}.)

• Tax Contact : Responding through emails and taking up calls assisting the assignees with their pre and post tax return queries.

• Coaching : Coaching the new team members for process & engagement efficiency.

• Engagement Management & Coordination.

• Tax Return reviewer – US Individual Tax (Domestic HNI, Foreign Nationals & Expat)

• Tax Contact : Responding through emails and taking up calls assisting the assignees with their pre and post tax return queries.

• Coaching : Coaching the new team members for process & engagement efficiency.

• Engagement Leading: Engagement leading , coordination with the client offices and other offices. Meeting client expectation, continuous follow-ups for movement of deliverables in different levels. Assisting supervisors in meeting the overall team goals.

• Tax Contact: Responding through emails and taking up calls assisting the assignees with their pre and post tax return queries.

• Initial review of returns including VIP assignees.

• Coaching: Coaching the new team members for process & engagement efficiency.

• Frontloading basic returns and following up with the Tax Contacts.

• Preparation of US Tax Returns for Individuals for Expatriates.

• Analysis of documents and reports provided by the clients.

• Preparation of FBARs.

• Knowledge of Streamline returns and preparation of the same as per compliance.

• Knowledge of K1 and reporting of the same.

• Preparation of US Tax Returns for Individuals for Expatriates, Repatriates & Foreign Nationals as per Frontload instructions.

• Analysis of foreign countries returns for reporting purpose in US Tax Returns.

• Analysis of documents and reports provided by the clients.

• Preparation of FBARs.