Summary
Overview
Work History
Education
Skills
Collegeactivity
Socialcontribution
Activities
Languages
Hobbies and Interests
Generic

Jeevan C

Senior Tax Associate
Bangalore,Karnataka

Summary

Enthusiastic Tax Professional experienced in Individual US tax returns. Applies in-depth knowledge of tax code protocols to optimize returns. Personable and thorough with 5 years of industry expertise.

Overview

8
8
years of professional experience

Work History

Senior Tax Associate

Unison Globus
12.2022 - Current
  • Review of tax return of Ad-Hoc clients (Only resided in US) in contact with client for all information gathering and sending missing information
  • Preparation of Complex and Moderate Tax returns (Pfic's, streamline filing procedure and Form 3520's etc)
  • Contributed to the development of new processes for preparing smooth and accurate functioning of process
  • Collaborated closely with other team members for training for freshers on various form 1040 topics
  • Maintained up to date records of all the clients files ensuring accuracy throughout the entire process.

Senior Tax Associate

Vialto Partners (Former PWC)
04.2018 - 11.2022
  • Preparation of VIP/complex returns, frontload and review of simple to medium complexity and Tax return contact, in contact with the assignees for all information gathering and send missing information
  • Requests keeping clients or employers in compliance with Internal Revenue Service regulations and preparation of tax returns with the help of tax software tool CCH.

Tax Associate

KPMG
Bangalore
08.2016 - 04.2018
  • Was associated with KPMG as Tax Associate, responsible for preparation of US tax returns for Individuals, simple to complex tax returns with the help of software tool Go-Systems (Expat's and In Pat's)

Education

MBA - Finance

CMS Business School - Jain University
01-2016

BBA - Finance

Noble School Of Business
01-2014

Pre University -

Bright Way PU College
01-2011

Secondary School Education
01-2009

Skills

  • Highly motivated
  • Eager to learn
  • Hard worker
  • Ability to work as an individual
  • Ability to work in a group
  • Proficient in Microsoft Office suite
  • Knowledge of state,federal and local tax
  • Knowledge of tax treaties

Collegeactivity

  • Participated in various Sports Events in College.
  • Participated in Cultural Activities in College

Socialcontribution

Organized various Blood Donation camps at college

Activities

  • Tutored some unprivileged students in my free time.
  • Worked as active member of Voluntary care group at PWC during COVID 19 pandemic time
  • Academic topper in 'BBM'.
  • Was awarded with “Rising star” for my effective performance in KPMG.
  • Received “Spot” award and “Busy season” Award for my effective performance during the season.

Languages

  • English
  • Telugu
  • Kannada
  • Tamil
  • Hindi

Hobbies and Interests

  • Adventure Sports
  • Traveling
  • Internet Surfing

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Jeevan CSenior Tax Associate