Mahima Jain

US Tax Point of Contact/ Reviewer/ Data Analyst (Form 1040):

• Point of contact for various clients, coordinated with the operating offices, signers and preparers to get the returns filed on timely basis while ensuring adherence to internal quality standards and IRS guidelines.
• Reviewed US individual income tax returns (1040) for accuracy and compliance with IRS regulations for executives and non executives. Identified and resolves discrepancies before the moving the return to next level.
• Analyzing the data to identify the gaps, missing information in taxpayer submitted questionnaires, proactively following up to obtain the required details.
• Worked on multiple complex engagements, different client policies, tax calculation, tax notices, client billings.
• Mentored and conducted trainings, internal review meetings to facilitate effective and efficient planning.
• Results-driven, decisive collaborator with proven success in building strong and lasting relationships, dedicated & highly determined to achieve organizational and personal goals.
• Good decision-making skills with a positive approach to ensure complete client satisfaction by providing required information. skillful at learning new concepts, working well under pressure and communicating ideas clearly and effectively achieving the deadlines.

US Tax Point of Contact/ Frontloader(Form 1040):

• Point of contact for 150+ taxpayers.
• Frontloaded and prepared US Tax Federal and state returns (Expat / Inpat) for Executives and Non executive taxpayers.
• Provided end-to-end services from helping taxpayers with submission of tax questionnaires to filing of their tax return with the IRS. Helped them with any queries and concerns with respect to their US Tax return.
• Specialized on Forms like Form 1040, Form 1040 NR, Form 8621, Form 8938, FBAR (114), ITIN/W7 etc. Worked on Revised and Amended US tax returns.
• Other Projects - Notices, Compensation preparation, Year end calculations, Vialto Inter-team Billing, Net Pay Calc, TAP, TEQ calc.
• Dual Handler tax contact for US and UK taxpayers.

• Preparing individual US Tax return (Form-1040) and preparing partners return.
• Analyzing the taxpayer’s questionnaire and requesting the needed information to complete the tax return.
• Worked on complex PFICs, reported FBAR, F 8938, K-1s, IRS and state notices.
• Sending daily dashboards to all the team members to ensure we meet the timeline and to prioritize the returns on timeline basis.
• Provided training and mentoring to interns on US tax return preparation, and CCH software use.