Bhakti Joshi

US Corporate Tax Return:

• Prepared Form 1120 tax computation workpapers, federal extensions, and amendments (1120X).
• Prepared international information returns (Forms 5471, 5472, 8858, 8992, and 8993) and performed GILTI calculations.

State and Local Taxes (SALT)

• Prepared state tax returns, extensions, and amendments; conducted nexus analyses; managed paper-filing requirements; and resolved IRS notices.

Technical & Tax Compliance:

• Prepared Forms 8832 and SS-4; Schedules K-1 and K-3 for partnerships (Form 1065) and open- and closed-ended funds; performed direct and indirect tax due diligence and PFIC analyses. Hands-on Form 1040 preparation and review experience across moderate to hard complexity returns.

• Served as a Tax Associate in the Global Mobility Services (GMS) tax practice, preparing and filing U.S. individual income tax returns (Form 1040) for expatriates and foreign national assignees.
• Prepared and filed Corporate (Form 1120) and State and Local Tax (SALT) returns for clients in the private equity and asset management sectors, while performing detailed analysis of client financials and tax documents to determine appropriate tax treatment and filing requirements.
• Was recognized for strong performance through promotion to Associate 2, reflecting consistent delivery of high-quality tax compliance, analytical expertise, and client service.

• Improved AI tool usability by collaborating on prompt development for Copilot and ChatGPT.
• Informed LLM selection by comparing models and ranking performance across metrics.
• Strengthened AI tool decisions through in-depth market research on LLM capability trends.