Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
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Gurbir Singh

Gurbir Singh

Kolkata

Summary

Ambitious individual with hands-on training in fast-paced tax services office. Highly proficient in reviewing federal, state, and local tax returns, and conducting tax planning and research. Well-versed in tax regulations. Excels under pressure and work effectively in both self-directed and team-based capacities.

Overview

5
5
years of professional experience

Work History

Senior Associate

EY
Kolkata
01.2025 - Current
  • Review federal, state, and local tax returns, from simple to complex, for HNI individuals.
  • Review client information to ensure the accuracy of all documents submitted for filing.
  • Researched changes in relevant laws or regulations as they pertain to taxes.
  • Assisted in organizing team meetings and scheduling appointments.
  • Analyzed data and created reports for senior management.
  • Provided direction and guidance to junior associates on complex tasks.

Senior Associate

PwC
Kolkata
07.2024 - 01.2025
  • Reviewed federal, state, and local tax returns from simple to complex for HNI individuals.
  • Review other forms for individuals, like 709 (Gift Tax Return), 990 (Foundation Return), 1041 (Trust Returns), and 1065 (Partnership).
  • I was the career coach for interns and new hires.
  • I worked directly with the Engagement Team on some complex returns and projects.
  • I was part of a gift tax specialized team for dealing with gift tax returns only.
  • Given training to new hires on technical skills and software, and also prepared simulations for them.
  • Performed calculations to determine estimated taxes due or refund accepted.
  • Performed calculations to determine extension payments, if any.

Associate II

PwC
Kolkata
01.2023 - 06.2024
  • Prepared moderate to complex federal, state, and local tax returns, trusts returns, Gift Tax returns, non-profit organizations returns and partnerships returns for individual HNI.
  • Performed quality checks (QC) of the returns prepared by another preparer.
  • Conducted research on current tax laws and regulations for accurate reporting.
  • Maintained up-to-date knowledge of tax software and filing systems.
  • Collaborated with team members to streamline workflow and improve efficiency.

Tax Associate

PwC
Kolkata
02.2021 - 01.2023
  • Prepared simple to moderate federal, state, and local tax returns, trust returns, non-profit organization returns, and partnership returns for individual HNIs.
  • Prepared returns for cross-teams to meet the filing deadline.
  • Conducted research on current tax laws and regulations for accurate reporting.
  • Maintained up-to-date knowledge of tax software and filing systems.
  • Attended continuing education courses related to taxation topics.

Education

Master of Commerce (H) - Accounting And Finance

Calcutta University
Kolkata
10-2020

Bachelor of Commerce (H) - Accounting And Finance

Umeshchandra College
Kolkata
06-2018

High School Diploma -

Shree Jain Vidyalaya
Kolkata
05-2015

Skills

  • Tax compliance
  • Regulatory research
  • Data analysis
  • Quality control
  • Client relationship management
  • Microsoft tools, including Copilot
  • Multi-tasking
  • Problem resolution

Accomplishments

  • I am awarded rewards like the Spot Award, the Tax Excellence Award, the Central Award, and the Achiever Extraordinaire
  • I was awarded a role as career coach for new hires.

Languages

Hindi
First Language
Hindi
Proficient (C2)
C2
English
Proficient (C2)
C2

Timeline

Senior Associate

EY
01.2025 - Current

Senior Associate

PwC
07.2024 - 01.2025

Associate II

PwC
01.2023 - 06.2024

Tax Associate

PwC
02.2021 - 01.2023

Master of Commerce (H) - Accounting And Finance

Calcutta University

Bachelor of Commerce (H) - Accounting And Finance

Umeshchandra College

High School Diploma -

Shree Jain Vidyalaya

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Gurbir Singh