Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Ann Maria Alex

Summary

An effective communicator, and team player with efficient leadership skills and quick learning capabilities to secure a responsible career opportunity that can fully utilize my skills to expand my learning and knowledge toward the growth of the organization.

Highly qualified individual with a strong background in researching tax issues and suggesting ways to improve processes. A deadline-driven Tax Analyst possessing expertise in preparing federal and state income tax paperwork.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Advanced Tax Analyst

Ernst and Young
Chennai
01.2023 - Current
  • Prepare complex tax returns, including 1040, 1040NR, State and Local tax returns, Form 8858, and FinCEN/FBAR/Form 114.
  • Reviewed financial documents for accuracy and completeness of information related to taxes.
  • Managed multiple projects simultaneously while meeting tight deadlines with minimal supervision.
  • Maintained organized records of all filed returns as well as other relevant documents such as W2 forms, 1099s.
  • Identified tax-related issues and addressed with management team, suggesting methods for improvement.
  • Coordinate assignee briefings and manage authorization lists for clients.
  • Reconcile data across platforms, ensuring data integrity and accuracy.
  • Optimise workflows to address stakeholder requests effectively.
  • Maintain strict adherence to data security protocols, ensuring 100% quality.

Stock Analyst

Cochin Stock Brokers Ltd
Cochin
02.2022 - 05.2022
  • Closely monitored market trends through[system] to determine stock trends and money-making opportunities
  • Closely analysed market data to identify opportunities and predict future buying trends
  • Analysed financial data to forecast business, industry, and economic conditions for informed investment decision making

Lunar Rubbers Pvt.LTD
Thodupuzha
01.2022 - 01.2022
  • Understands the quality of work life among employees at lunar rubbers PVT.LTD

Education

PGDM - Business Analytics

St Teresa’s College
Kerala
05-2022

BBA - Management

Mar Augusthinose College
Kerala
08-2020

Skills

  • Advanced Excel
  • PowerPoint
  • SPSS
  • MS Word
  • R language
  • Tax research proficiency
  • Tax return preparation

Certification

  • Corporate Finance Institute, Excel crash course-Spreadsheet Formulas For finance., Reading Financial Statements.
  • Coursera, Google Data Analytics Certificate

Timeline

Advanced Tax Analyst

Ernst and Young
01.2023 - Current

Stock Analyst

Cochin Stock Brokers Ltd
02.2022 - 05.2022

Lunar Rubbers Pvt.LTD
01.2022 - 01.2022
  • Corporate Finance Institute, Excel crash course-Spreadsheet Formulas For finance., Reading Financial Statements.
  • Coursera, Google Data Analytics Certificate

PGDM - Business Analytics

St Teresa’s College

BBA - Management

Mar Augusthinose College
Ann Maria Alex