Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
INTERESTS
Timeline
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Bhavesh Dave

Bhavesh Dave

Bengaluru

Summary

With over 8 years of experience in U.S. taxation, I’ve built a strong foundation in managing complex individual tax returns and working with high-profile clients. I’m passionate about driving efficiency, building client trust, and taking on leadership opportunities to deliver exceptional outcomes.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Senior Tax Associate 2

Vialto Partners
06.2022 - Current
  • Skilled in US GMS Form 1040, 2555, 1116, 1099 & Schedule K-1's (Partnership, S Corp).
  • Expertise in US taxation laws, foreign national and expatriate issues, compliance and equalization process.
  • Experience working on Mega clients and tax contact for over 200+ assignees.
  • Communicating with clients and their high-profile assignees.
  • Created various tax equalization templates based on engagement requirements.
  • Review and process tax adjustment to support federal & state positions taken on income tax returns.
  • Participating in arrival and departure tax meetings (pac calls) for expatriates and in-patriates.
  • Expertise in working on year end projects- Tax Gross-ups, Hypo withholdings, Cost project, Billing process.
  • Subject matter for payroll tax issues including state taxation compliance and all issues affecting the taxation on assignee paycheck.
  • Handled complex tax notices and tax audits representing the assignee to the Internal revenue services (IRS).
  • Supporting the growth and development of the team to meet professional goals by providing regular feedback.
  • Providing support and assistance to managers on challenging projects.

Senior Tax Associate 1 & 2

PricewaterhouseCooper - PwC
08.2018 - 05.2022
  • Reviewed US individual income tax returns and tax equalization calculations for inbound and outbound international assignees.
  • Identify potential adjustments due to tax law changes and reflect on work papers and returns. Perform first level review of tasks and processes of Tax return preparation and delivery.
  • Manage multiple engagements simultaneously and communicate as a team with the Domestic (US) engagement teams.
  • Train and mentor associates and advanced associates.
  • Proactively interact with the key client engagement team to gather information and resolve tax- related problems.
  • Achieved target billing and ensured that projects are completed efficiently within the budgeted time and cost.
  • Ability to review tax information and documentation to provide accurate information to Individual engagements.
  • Maintaining good correspondence with US point of contacts for seamless process flow and regularly touch-base with scheduler to keep team occupied and share returns status.

Associate

PricewaterhouseCooper - PwC
12.2016 - 07.2018
  • Prepared US individual income tax returns and tax equalization calculations for inbound and outbound international assignees.
  • Preparing US payroll estimates including hypo taxes and shadow payroll.
  • Grew on the job coaching and mentoring while also participating in a development program.
  • Received recognition for leading cultural events & other workplace fun activities.

Education

MBA - Accounting And Finance

New Horizon Management College
Bengaluru, India
05-2017

BCOM - Accounting And Finance

East Point College
Bengaluru, India
05-2015

Skills

  • Software Tools:
  • CCH - CCH Champion
  • M-file
  • Tiger & Help Center
  • Automation tools
  • Alteryx
  • Tableau

Certification

IRS Enrolled Agent - December 2024

Accomplishments

  • Employee of the year (2019)
  • WOW Award (2023)
  • Star Awards (2017 and 2018)
  • Spot Awards (2017, 2018 and 2019)

INTERESTS

Playing Cricket, Travelling

Timeline

Senior Tax Associate 2

Vialto Partners
06.2022 - Current

Senior Tax Associate 1 & 2

PricewaterhouseCooper - PwC
08.2018 - 05.2022

Associate

PricewaterhouseCooper - PwC
12.2016 - 07.2018

MBA - Accounting And Finance

New Horizon Management College

BCOM - Accounting And Finance

East Point College

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Bhavesh Dave