JAKE MENEZES
Bangalore
Summary
Growth-oriented professional known for adaptability and reliability in diverse environments. Quick to learn new concepts and processes, fostering a positive and collaborative atmosphere. Strong interpersonal skills facilitate effective communication and relationship building.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Tax Specialist
Vialto Partners (Formerly PWC)
Bangalore
11.2024 - Current
- Reviewed tax regulations and enhanced knowledge frequently to stay aligned with modifications in tax laws.
- Managed multiple tax preparation projects simultaneously, ensuring timely completion and filing.
- Assisted clients with IRS audits, including preparing documentation and representing clients in discussions with the IRS.
- Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.
- Conducted client interviews to gather necessary documentation and information for tax preparation.
- Created reports summarizing the details of all filings made during the year.
Tax Intern
MYTAXFILER
Manipal
01.2024 - 04.2025
- Gathered and organized financial documents necessary for filing purposes.
- Assisted professional staff in gathering data for tax return preparation, maintained tax library, and managed client tax and auditing files.
- Invoiced customers, reconciled accounts, and managed other bookkeeping tasks.
- Used advanced tax law knowledge and mathematical abilities to calculate tax liabilities and payments.
- Analyzed data from previous years' returns to identify trends or patterns in taxpayer behavior.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Education
B.com - Accountancy and Taxation
Department Of Commerce
Manipal, Karnataka05.2024
12th Grade -
St Mary's English Medium School
Udupi, Karnataka07.2021
10th Grade - English
St Mary's English Medium School
Udupi, Karnataka07.2019
Skills
- Tax preparation
- Client communication
- Team player
- Adoptability
- Ability to work under pressure
- Detail-oriented
- Versatile
- Analytical
- Microsoft Excel
- CCH
- PowerPoint presentation
- Power BI
- MS Office
Certification
- Accounting: Principles of Financial Accounting
- Introduction to Data Analysis Using Excel
- Excel to PowerBI
Timeline
Tax Specialist
Vialto Partners (Formerly PWC)
11.2024 - Current
Tax Intern
MYTAXFILER
01.2024 - 04.2025
B.com - Accountancy and Taxation
Department Of Commerce
12th Grade -
St Mary's English Medium School
10th Grade - English
St Mary's English Medium School
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