Summary
Overview
Work History
Education
Skills
Extra-Curricular Activities
Language
Timeline
Internship
Personal Information
Generic
Kaushik U

Kaushik U

Bangalore

Summary

SENIOR TAX ASSOCIATE

Experienced Senior Tax Associate with over 4 years of experience in preparing and reviewing 1040 returns, specializing in federal, state, and local filings for high-net-worth individuals and diverse client portfolios. Expertise in identifying additional deductions to optimize tax savings and enhance client outcomes through strategic tax planning. Proven track record in managing tax audits and ensuring compliance with regulations, supported by quality control practices that maintain high accuracy. Demonstrated leadership in individual tax preparation, consistently exceeding performance targets, as a team lead, while mentoring associates to ensure 100% regulatory compliance and accuracy.

Overview

5
5
years of professional experience

Work History

SENIOR TAX ASSOCIATE

GCFO SHARED SERVICES PVT LTD | MyTaxFiler |
Bengaluru, India
06.2022 - Current
  • Analyzed and prepared U.S. individual tax returns along with associated forms and schedules, enhancing overall accuracy and efficiency in tax processes.
  • Implemented comprehensive tax compliance strategies, safeguarding alignment with US regulations and internal policies.
  • Oversaw preparation and review of international information reporting, including FBAR, FATCA, Form 8621, Form 5471, and Form 8865. Led initiatives to enhance compliance with international reporting standards. Collaborated with cross-functional teams to streamline reporting processes and improve accuracy.
  • Advised clients on tax strategies and compliance, addressing specific tax-related inquiries and concerns.
  • Developed targeted educational materials to ensure team proficiency in continuous learning and understanding of new tax amendments.
  • Assessed client financial information and meticulously prepared income tax returns to comply with regulations.

PROPERTY ADVISOR

PIN CLICK PROPERTY MANAGEMENT LTD
Bengaluru, India
11.2020 - 06.2021
  • Assisted clients in identifying property needs through meetings and property presentations. Supported site visits to facilitate informed decision-making.
  • Facilitated negotiations between buyers and sellers to ensure favorable outcomes for clients.

Education

MBA - Finance and Marketing

Justice K.S Hegde Institute of Management Nitte
Udupi
2020

BCOM - Accounting And Finance

Mahatma Gandhi Memorial Collage
Udupi
2017

Skills

Technical Skills

  • US Individual Tax Returns, and various Forms - 1040, 1040X, 709, 3520, 1116, 2555, 4562, 8606, 8802, 8829, 8621, 8938, 5471, 8865 & Various schedules
  • US Foreign Account Tax Compliance Act (FATCA) & FinCen 114 (FBAR)

Software Skills

  • Drake
  • Lacerte
  • MS Office
  • Training

Extra-Curricular Activities

Marketing event head, Reed, JKSHIM - ETTIN inter college management level fest, 2019 Team member, College Fest, MGM - SPECTRUM, 2019 Member, National Services Scheme, UG

Language

English
Hindi
Kannada

Timeline

SENIOR TAX ASSOCIATE

GCFO SHARED SERVICES PVT LTD | MyTaxFiler |
06.2022 - Current

PROPERTY ADVISOR

PIN CLICK PROPERTY MANAGEMENT LTD
11.2020 - 06.2021

MBA - Finance and Marketing

Justice K.S Hegde Institute of Management Nitte

BCOM - Accounting And Finance

Mahatma Gandhi Memorial Collage

Internship

myStartUpCFO SHARED SERVICES PVT LTD | MyTaxFiler |

  • 2022 - | US Individual Tax - Form 1040 |

SHRIRAM LIFE INSURANCE

  • 2021 - | Sales Intern |

Personal Information

  • Date of Birth: 1996-11-17
  • Nationality: Indian
Kaushik U