ISHA PRIYA
Pune,MH
Summary
Results-driven Professional with over 3.5 years of Experience in Tax and Finance Professional with hands-on experience in US and UK tax compliance, financial analysis, and client advisory. Proven success in preparing complex cross-border tax returns, optimizing workflow efficiency, and ensuring full regulatory. Skilled in leveraging analytical insights, managing client relationships, and applying expertise across tax, finance, and compliance domains.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Tax Associate
TROWBRIDGE
03.2023 - Current
- Managed and prepared over 100 complex U.S. and U.K. individual and partnership tax returns annually (Forms 1040, 3520, 8865, 8858, 8938, 8621, 3520, 709).
- Conducted in-depth financial and tax analysis to proactively identify discrepancies and optimize complex tax planning strategies.
- Supported cross-border clients with remittance and arising basis taxation, P60/P45 preparation, and UK contribution analysis.
Tax Associate
PWC
06.2022 - 02.2023
- Prepared and reviewed U.S. individual, partnership, corporate, and non-profit tax returns (Forms 1040, 1065, 8865, 709, 990PF, 926).
- Increased productivity by utilizing CCH and Excel tools to automate recurring calculations.
- Analyzed financial data and client portfolios to identify opportunities for improved tax efficiency and reduced liabilities.
- Researched and applied relevant U.S. tax laws and regulations, ensuring full compliance with federal and state authorities.
- Coordinated with senior managers and partners on high-value client engagements to meet accuracy and compliance targets.
- Assisted clients in understanding and optimizing complex multistate and international tax implications.
Education
MBA - Finance & Marketing
CMS Jain (Deemed-to-be) University
BangaloreBBA (Hons.) - undefined
Techno India College Main
KolkataHigh School Diploma - undefined
D.A.V. Public School
BokaroSkills
- Tax Compliance & Reporting: US & UK Tax Preparation, Forms (1040, 8833, 3520, 8858, 8938, 8621, 3520, 709), Cross-Border Taxation
- Financial & Advisory: Financial Analysis & Reporting, Client Advisory & Relationship Management, Quality Research & Planning
- Technology: CCH Axcess, CCH Central, iManage, Sure Prep, MS Excel, Data Visualization
- Email Marketing
- Cross Team collaboration
Certification
- Certifications: Quality Management Foundations (LinkedIn Learning), Project Portfolio Management Foundations, Economic Indicators, Data Visualization for Business Decision-Making.
- Skills: Strong analytical, communication, and time-management skills.
- Mobility: Willing to relocate and explore opportunities in tax, finance, Marketing or compliance roles globally.
Timeline
Tax Associate
TROWBRIDGE
03.2023 - Current
Tax Associate
PWC
06.2022 - 02.2023
BBA (Hons.) - undefined
Techno India College Main
High School Diploma - undefined
D.A.V. Public School
MBA - Finance & Marketing
CMS Jain (Deemed-to-be) University