Geetika Mongia
New Delhi
Summary
Dynamic Tax Consultant II at Deloitte USI with expertise in international tax compliance and a proven track record in PFIC analysis. Adept at mentoring junior staff and leveraging data analytics tools to enhance tax strategies. Recognized for delivering accurate tax returns and effectively collaborating with clients to optimize their tax positions.
Overview
2
2
years of professional experience
Work History
Tax Consultant II
Deloitte USI
GURGOAN
05.2023 - Current
- Prepared and reviewed international tax forms including 5471, 8858, 8865, and foreign tax credit calculations for corporations, partnerships, and individuals.
- Assisted in Subpart F income, GILTI, and FDII calculations for U.S. shareholders of CFCs.
- Assisted in the preparation of provision workpapers to derive at potential gains/losses.
- Conducted PFIC analysis and provisional work for clients.
- Supported IRS and state audits by preparing documentation and drafting responses.
- Collaborated with clients and senior managers to develop effective tax planning strategies.
- Trained and mentored junior staff; reviewed workpapers for accuracy and compliance.
- Prepared tax returns for individual and corporate clients in compliance with regulations.
- Assisted clients in understanding tax obligations and filing requirements.
- Reviewed client documents to ensure accuracy and completeness of information.
- Collaborated with team members to resolve complex tax issues effectively.
- Maintained up-to-date knowledge of changing tax laws and regulations.
- Reviewed tax returns for individuals, corporations and partnerships to ensure accuracy.
- Identified deductions and credits that clients were eligible for.
Education
Post Graduate Diploma in Management (PGDM) - Finance and Business Analytics
Janath Insitute of Management Studies
Delhi, India01-2023
Bachelors of Business Administration (BBA) - General
Rukmani Devi Institute of Advances Studies, IP University
Delhi, India01-2021
Skills
- Tax Software: GoSystem Tax RS, CCH Axcess, Corptax
- Microsoft Office Suite (Excel, Word, PowerPoint)
- Data Analytics Tools: Python, Power BI
- International tax compliance
- Tax return preparation
- PFIC analysis
- Team collaboration
- Junior staff mentoring
- Problem solving
Core Competencies
- U.S. International Tax Compliance & Reporting
- Subpart F, GILTI, FDII, BEAT Calculations
- Form 5471, 8865, 8858, 1118, 8991–8995
- Corporate, Partnership, and Individual Taxation
- Tax Treaties & Foreign Tax Credits (FTC)
- Tax Planning & Risk Mitigation
- Tax Software: GoSystem, Corptax, CCH Axcess
- Workpapers and excel
Accomplishments
- Received Spot Award three times for my performance
- Received an outstanding performance award in my first year for my performance
Timeline
Tax Consultant II
Deloitte USI
05.2023 - Current
Post Graduate Diploma in Management (PGDM) - Finance and Business Analytics
Janath Insitute of Management Studies
Bachelors of Business Administration (BBA) - General
Rukmani Devi Institute of Advances Studies, IP University
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