Neha Agarwal
Gurgoan
Summary
Experienced tax preparer with excellent understanding of federal and state tax regulations and having three years of experience in preparing and filing US tax form 1040 for individual taxpayers. Proficient in various tax software, compliance and research. Demonstrated ability to adapt to evolving tax regulations and deliver exceptional client service. Skilled in fostering strong relationships with colleagues, and supervisors. Seeking an opportunity to leverage my expertise and provide exceptional tax services to clients.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Tax Experienced Associates
BDO Rise PVT LTD.
02.2024 - Current
- Proficient in preparing complex US individual (Form 1040) and fiduciary (Form 1041) tax returns for High-Net-Worth Individuals.
- Proficient in gift tax return preparation (Form 709) and Amended Return (1040-X).
- Proficient in utilizing tax software (e.g., GoSystem, Excel, SurePrep) to streamline the tax preparation process.
- Prepared necessary forms for filing tax return like Form 1116, Form 8938, FinCEN 114, etc.
- Experienced in conducting tax research and staying updated on the latest tax laws and regulations.
- Ability to manage multiple tasks and prioritize deadlines to meet strict filing requirements.
Tax Associate II
PricewaterhouseCoopers LLP
01.2022 - Current
- Company Overview: PWC AC Kolkata
- Experienced in the preparation and filling of US Tax form 1040 for HNI Clients
- Prepared multi-state tax returns to comply with federal and state laws in the United States
- Prepared of amended US Individual Income Tax Return - Form 1040-X
- Through understanding of tax regulations, deductions, and credits applicable to form 1040
- Prepared the supporting work papers for all returns, researching tax law changes, and supporting any tax planning initiatives
- Prepared necessary forms for filing tax return like Form 1116, Form 8938, FinCEN 114, etc
- Demonstrated ability to accurately complete and submit tax returns, ensuring compliance with IRS guidelines
- Strong attention to detail and commitment to delivering accurate and timely tax services to clients
- Pwc AC Kolkata
Financial Analyst Internship
ICICI Bank
05.2021 - 06.2021
- Company Overview: Investment Advisory
- Analysis investment behavior of the customer
- Research consumer investment behavior in the present scenario
- Leveraging digital channels for enhancing customer experience and analysis of the micro market
- Digital migration of existing customer in our ecosystem and activating the same on suitable platforms i-Mobile, instabizz, eazypay, etc
- Investment Advisory
Internship
Tilak Marble and Handicrafts
08.2019 - 11.2019
- Managed client accounts and prepared financial statements resulting in improved client satisfaction
- Cash Management
- Preparing Balance sheet and profit and loss statement
- Daily reporting to manager with regards to tasks given
- Providing periodic updates and reports of assigned task
Education
PGDM - Finance
Indira School of Business Studies
Pune, Maharastra01.2022
B.com - ABST Hons
Shri R.K. Patni Girls College
Kishangarh , Rajasthan01.2019
Higher Secondary Certificate -
K.D. Jain Public School
Kishangarh , Rajasthan01.2016
Secondary School Certificate -
K.D. Jain Public School
Kishangarh , Rajasthan01.2014
Skills
- CCH
- MS Excel
- Sure Prep
- Prep
- Go System
- User Verse
- DMS
Achivements
Client Satisfaction
- Awarded tax excellence awards in the category of client champion for delivering exceptional services for clients.
- Awarded tax excellence awards in the category of bright beginners by displaying the quest to learn more and do more.
- Sports : Bagged 1st prize in an inter- district junior athletic competition in 2017.
- Best Student : Awarded as best student during graduation for best performance's co- curricular activities in 2019.
Strength
Attention to Detail : Identified and corrected errors on client tax returns, resulting in 100% accuracy and client satisfaction.
Time Management : Managed multiple client accounts simultaneously, consistently meeting tight deadlines and exceeding expectations.
Good Interpersonal skill : Being flexible and positive, a good listener, supportive, kind, patient, and respectful.Problem Solving : Developed innovative solutions to complex tax issues.
Certification
- Rajasthan State certificate in Information Technology (RS CIT)
- GST Tally
- Financial Analyst - Udemy
Volunteer Experience
Sports Committee
Indira School of Business Studies - 2020 - 2022
Captain of basketball team Shri R.K. Patni Girls College 2018
Research Workpaper
International journal of advances of Engineering and Management (IJAEM)
Neha Agarwal, Dr. Chanakya Kumar
Wrote a research paper on emerging trends of traditional accounting toward cloud accounting in 2021.
https://ijaem.net/issue_dcp/Emerging%20Trends%20of%20Traditional%20Accoun
q ting%20towards%20Cloud%20Accounting.pdf
Languages
English
Hindi
Timeline
Tax Experienced Associates
BDO Rise PVT LTD.
02.2024 - Current
Tax Associate II
PricewaterhouseCoopers LLP
01.2022 - Current
Financial Analyst Internship
ICICI Bank
05.2021 - 06.2021
Internship
Tilak Marble and Handicrafts
08.2019 - 11.2019
- Rajasthan State certificate in Information Technology (RS CIT)
- GST Tally
- Financial Analyst - Udemy
PGDM - Finance
Indira School of Business Studies
B.com - ABST Hons
Shri R.K. Patni Girls College
Higher Secondary Certificate -
K.D. Jain Public School
Secondary School Certificate -
K.D. Jain Public School
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