Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic
Kshitijaa

Kshitijaa

Summary

Dynamic tax professional with experience at Vialto Partners, excelling in personal tax preparation and strategic tax planning. Proven ability to enhance documentation management and cross-functional collaboration. Adept at utilizing tax research tools to deliver actionable insights, demonstrating strong attention to detail and effective communication skills.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Associate

Vialto Partners
Bangalore
01.2023 - Current

Canada Tax

  • Personal Tax Returns - T1.
  • Familiarity with Canadian tax credits and deductions, such as charitable donations, education credits, etc.
  • Familiarity with reporting foreign assets and income (e.g., T1135 - Foreign Income Verification Statement).
  • Deemed acquisition and deemed disposal.
  • Tax Research Tools (e.g., CCH iFirm)

US Tax

  • Individual Tax Return – Form 1040
  • Foreign Tax Credit (FTC) - Form 1116
  • Tax Planning and Strategy
  • Retirement Plan Taxation (401(k), IRA).
  • Tax Research Tools (e.g., CCH, Thomson Reuters)

UK Tax

  • Personal Tax Returns (SA100)
  • Domicile Status.
  • Basis of taxation.
  • Share Schemes and Employee Stock Options.
  • Knowledge of the tax treatment of non-UK residents, including the remittance basis of taxation for non-UK domiciled individuals and the taxation of overseas income.
  • Familiarity with the calculation and reporting of capital gains tax, including exemptions and reliefs (e.g., Private Residence Relief).

Associate

Cognizant Technology Solutions
Gurugram
03.2022 - 08.2022
  • Handled daily transactions of accounts receivable and accounts payable
  • Reconciling bank statements with the actual calculation done manually
  • Handling ledgers
  • Dealing with client accounts statements

Proofreader

RVCL Ventures
New Delhi
08.2020 - 07.2021
  • Improved document accuracy by meticulously proofreading and editing various types of content.
  • Maximized document quality by suggesting revisions for awkward phrasing or unclear language.
  • Checked and corrected grammatical and spelling errors in diverse documents.
  • Revised work to identify missed mistakes before completing assigned assignments.
  • Major part of the team collectively handling the backend of the new startup- "mycleardocument.com".

Analyst

RVCL Ventures
New Delhi
08.2020 - 07.2021
  • Created comprehensive reports outlining results and suggestions.
  • Enhanced internal knowledge sharing through comprehensive documentation.
  • Gathered information, sorted it, and input it into database records.
  • Collected and digitized data for database integration.
  • Created actionable improvement plans consistent with objectives.

Education

Bachelor of Commerce - Business Administration, Taxation, Banking

Sri Satya Sai Institute of Higher Learning
Andhra Pradesh, India
05.2019

Commerce -

Sri Satya Sai Institute of Higher Learning
Andhra Pradesh, India
05.2016

Class 10 - Commerce

St. Cecilia's Public School
New Delhi, India
05.2014

Japanese Language - Foreign Languages And Literatures

Simandhar Education
Bangalore, India

Skills

  • Cross-functional collaboration
  • Personal tax preparation
  • Tax research tools
  • Effective communication
  • Documentation management
  • Problem diagnosis
  • Quick learner
  • Curiosity
  • Time management
  • Attention to detail
  • Computer proficiency

Certification

Enrolled Agent: US Taxation(Ongoing)

Languages

  • Hindi, Advanced (C1)
  • Japanese, Intermediate (B1)
  • English, Upper intermediate (B2)

Timeline

Associate

Vialto Partners
01.2023 - Current

Associate

Cognizant Technology Solutions
03.2022 - 08.2022

Proofreader

RVCL Ventures
08.2020 - 07.2021

Analyst

RVCL Ventures
08.2020 - 07.2021

Bachelor of Commerce - Business Administration, Taxation, Banking

Sri Satya Sai Institute of Higher Learning

Commerce -

Sri Satya Sai Institute of Higher Learning

Class 10 - Commerce

St. Cecilia's Public School

Japanese Language - Foreign Languages And Literatures

Simandhar Education
Kshitijaa