Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Tax senior position. Ready to help team achieve company goals.
Overview
2
2
years of post-secondary education
Work History
Tax Associate
Vialto Partners (formerly known as PwC SDC)
6 2020 - Current
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions
Reviewed and analyzed client data and accurately prepared income tax returns and tax research
Completed and filed returns with tax departments at local, state, and federal levels
Secured and properly handled confidential data to protect against unauthorized access, improper transmission, and unapproved disclosure
Maintained complete records of client tax returns and supporting documentation in secured areas
Assessed client tax situations to determine best filing options
Prepared tax notices responses received by the clients from IRS
Assisted in e-filing the returns
Worked for India taxation for few months.
Conducted reviews of tax returns, reducing errors related to missed tax benefits.
Completed frontload, preparation and review of the 150+ tax returns every year
Utilized tax software and tools like CCH Axcess, GoSystem, iAce, tiger, Excel workbook, MS word etc. to prepare returns and meet deadlines.
Mentored junior Tax Associates in best practices for efficient workflow management and client relations techniques
Education
MBA - Finance
ICFAI Business School (IBS)
Hyderabad
04.2018 - 05.2020
B.com Hons. -
JK Business School
Gurugram
04.2001 -
Skills
Local, state and federal tax returns
Tax return preparation
Frontload
Tax return review
Time management
Verbal/written communication
Information processing
Tax-related research
Corporate tax preparation
Tax law compliance
Software
CCH Axcess
GoSystem
Tiger
IAce
MS Excel
MS Word
Timeline
MBA - Finance
ICFAI Business School (IBS)
04.2018 - 05.2020
B.com Hons. -
JK Business School
04.2001 -
Tax Associate
Vialto Partners (formerly known as PwC SDC)
6 2020 - Current
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