Assistant Manager
JASPREET KAUR
EY
Sacrborough,Toronto
1
Certification
7
years of professional experience
Tax consultant supporting global mobility tax by preparing 40+ returns per month and 25+ foreign reporting forms per month for residents, expats, and Inpats. Prepares and reviews 1040NR, 1116, 2555, 8938, and 114 filings, along with 15+ K-1 and 1099-based per month for high-net-worth clients. Brings tax research, schedule preparation, and tool-based workflow experience to complex cross-border filings.
Work History
Assistant Manager
7 Months- Prepared 5-10 notice responses monthly to address tax inquiries and related filing issues.
- Reviewed 15-20 tax returns weekly to support compliance, accuracy, and timely client delivery.
- Prepared individual U.S. tax returns, including Forms 1040, 1040-SR, and 1040NR for mobility clients.
- Researched Form 1040 issues and prepared supporting workpapers for complex income and schedule positions.
- Prepared Forms 8858, 8938, and 114 to support foreign asset and reporting compliance requirements.
- Drafted taxability reviews, Form 8233 support, and client missing-information lists to move filings forward.
- Worked on Schedule C, Schedule E, and related schedules while computing income items and extensions.
Tax Officer
1 Year 7 Months- Prepared and self-reviewed 12-15 Individual US returns weekly, covering 1040, 1040-SR, and 1040-NR filings.
- Prepared income schedules and handled federal and state tax extensions for individual return packages.
- Verified brokerage, mutual fund, interest, dividend, and mortgage statements to support accurate tax workpapers.
- Updated US comments in workpapers for each document received, improving clarity across return support files.
- Prepared supporting forms including 1099s and SSA-1099s for individual tax return documentation.
Associate
8 Months- Reviewed 50-60 invoices weekly for complete documentation before payment approval.
- Processed daily average of 150 invoices in SAP through timely parking and posting.
- Verified vendor invoices against client-provided data to support accurate processing.
- Reconciled vendor statements and tracked payments against agreed terms.
- Checked travel and expense reports for accuracy and supporting documentation.
Tax Consultant
1 Year 10 Months- Prepared 20-25 mobility tax returns weekly for expatriate and inpatriate engagements across GES client work.
- Prepared U.S. individual tax returns for residents and mobility cases, including 1040 and 1040NR filings.
- Compiled foreign reporting forms, including 114 and 8938, for bank accounts and foreign assets.
- Applied supporting income documents, including 1099s, K-1s, 1099-SSA, and IRA distributions, to return preparation.
- Prepared 1040 workpapers for HNWI clients and organized source documents for complex individual filings.
- Used CCH Axcess, Global Advantage Tracker, and SurePrep to support tax preparation and review workflows.
Accounts Payable Analyst
1 Year 8 Months- Reconciled 100-120 vendor statements weekly to support timely payments and maintain agreement terms.
- Processed daily average of 150 invoices in SAP, completing approvals, 2-way and 3-way matching accurately.
- Validated vendor invoices and credit memos, confirming documentation before payment and reducing processing errors.
- Verified travel and expense reports against supporting records, escalating discrepancies for correction.
- Posted invoices after approvals and matching checks, keeping payables records current and organized.
Education
Master of Business Administration
Bachelor of Commerce
Senior Secondary (12th)
Secondary (10th)
Skills
Tax return preparation
Tax notice responses
Tax research
Form 1040 preparation
Global mobility tax compliance
Form 8938 reporting
FBAR reporting
Form 8858 preparation
Schedule preparation
Tax extension preparation
Tax provision analysis
State and local tax compliance
Estimated tax calculations
Certification
Cleared foundation course of Institute of Cost Accountants 2015
Personal Information
Title: B.com, MBA (Major in Finance)
Timeline
Assistant Manager
EY
02.2026 - 09.2026Read More
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QX Global Group
07.2024 - 02.2026Read More
Associate
PWC
09.2023 - 05.2024Read More
Tax Consultant
Deloitte
11.2021 - 09.2023Read More
Accounts Payable Analyst
IBM Private Limited
03.2020 - 11.2021Read More
C.B.S.E
Secondary (10th)
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C.B.S.E
Senior Secondary (12th)
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University of Kota
Bachelor of Commerce
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IILM GSM
Master of Business Administration
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