Mohammed Shamsad Ahmed
TAX ASSOCIATE
Kolkata
Summary
Highly motivated and detail-oriented US Tax Associate with over 2.5 years of experience in tax compliance and advisory, specializing in Asset Wealth Management. Proven track record in providing effective tax solutions for high-net-worth institutional clients, leveraging expertise gained through roles at EY and PwC. MBA in Finance with a solid foundation in financial analysis and strategic decision-making to deliver comprehensive tax strategies that optimize client outcomes.
Overview
4
4
years of professional experience
9
9
Certifications
3
3
Languages
Work History
TAX ASSOCIATE
PricewaterhouseCoopers (PwC)
02.2024 - Current
- Reviewed and prepared client financial documents, including K1 & K3 forms and tax returns.
- Executed sophisticated strategies for tax compliance and project management at PwC.
- Provided tailored tax solutions for Partnership clients.
- Conducted comprehensive training for new hires on tax tools.
- Collaborated with senior team members on engagement oversight.
ADVANCED TAX ANALYST
Ernst & Young
07.2022 - 02.2024
- Expertise in processing forms 1065 and 1120 related to Tax returns.
- Proven ability to deliver tailored advice and effectively manage client relationships in a dynamic, high-stakes environment
- Prepared Federal & State Returns.
• Developed Foreign Forms such as 8865.
FINANCE & MARKETING INTERN
Shriram Life Insurance
08.2021 - 10.2021
- Appreciation and Excellence Certificate
CAMPUS AMBASSADOR INTERN
International Model United Nation
06.2021 - 08.2021
- Certification of Internship
- Participated as a Delegate in IMUN Conference 65.0
Education
Master of Business Administration - Finance
Heritage Business School
Kolkata 09.2020 - 9 2022
Bachelor of Commerce - Accounts
The Bhawanipur Education Society College
Kolkata 06.2016 - 6 2019
Skills
Tax Planning
Tax Research
Adaptability
Microsoft Excel
Tax Compliance
Time Management
Audit Assistance
Partnership Taxation
Corporate Taxation
Tax Law Knowledge
Financial Modelling
Team Collaboration
Financial Reporting
Tax Return Preparer and Reviewer
GoSystem
Schedule K1 & K3 preparer and Reviewer
Leadership
Quality Expertise in 1065 & 1120
GAAP
Certification
Financial Modelling and Valuation
Timeline
TAX ASSOCIATE
PricewaterhouseCoopers (PwC)
02.2024 - Current
ADVANCED TAX ANALYST
Ernst & Young
07.2022 - 02.2024
FINANCE & MARKETING INTERN
Shriram Life Insurance
08.2021 - 10.2021
CAMPUS AMBASSADOR INTERN
International Model United Nation
06.2021 - 08.2021
Master of Business Administration - Finance
Heritage Business School
09.2020 - 9 2022
Bachelor of Commerce - Accounts
The Bhawanipur Education Society College
06.2016 - 6 2019