Ambitious Senior tax associate bringing close to 7 years of experience in growing tax agency. Detail-oriented with expertise in preparing local, state and federal tax returns for individuals. Managing paperwork for tax returns, extensions, and tax planning calculations. Quick to build rapport with clients leading to long-term business relationships. Proficient in CCH software, tax compliance process software and tax research databases.
Overview
7
7
years of professional experience
8
8
years of post-secondary education
1
1
Language
Work History
Senior Associate
PricewaterhouseCoopers
Bangalore, Karnataka
02.2018 - Current
Work experience : 3 years and 9 months.
Reviewed and analyzed client data and accurately prepared and reviewed income tax returns and tax research.
Prepared tax returns, extensions, tax estimate calculations for individual taxpayers
Developed in-depth knowledge of client business and industry through direct interaction while working on various aspects of engagement such tax implication of inpats and expats, social security coverage, RSUs, assignment allowances, gross ups etc
Trained team members on tax calculation and consulting projects and new hires on various tax topics
Suggested improvements to estimate and incremental tax calculation projects and addressed the concerns of the team
Delivered comprehensive tax documentation required for accurate individual returns and preparation of training materials for consulting projects.
Responded promptly to official tax notices requiring clarifications and additional submissions.
Trained junior staff how to prepare returns, use CCH software, resolve discrepancies and maximize efficiency.
Helped organization maintain full compliance with local, state and federal tax requirements with diligent application of best practices.
Prepared written responses or tax return amendments to resolve state and federal notices.
Advanced Tax Analyst
Ernst & Young LLP, States Individual Taxation
Bangalore, Karnataka
01.2015 - 02.2018
Prepared US individual federal income tax returns (1040/1040NR/1040A) in CCH.
Prepared state tax returns(full year, part year and non-resident).
Worked for more than 3 clients during tax season.
Identified and prepared form W2C/corrected wage statement.
Sourced stock options like RSU, NQSO and tradable options.
Calculated tax gross ups on various compensation items.
Contacted taxpayers on tax related information request or queries.
Prepared Form 8938(Statement of Specified Foreign Financial Assets) and FinCEN/FBAR Form 114a.
Prepared Tax Equalization (TEQ) and Tax Reconciliation calculations and power of Attorney – federal and state.
Prepared an excel to reduce the time spent in gathering information for PoA.
Contributed towards process improvement ideas by creating templates for out of scope requests.
Solved queries on online tool such as work papers and CCH.
Coordinated with foreign country offices Netherlands Individual Taxation Worked for Netherlands individual income tax compliance for 9 months.
Determined tax position and preparation of tax return.
Screening and preparation of tax returns for assignees (Resident, non- resident and immigration/emigration).
Preparation and review of Dutch tax assessments.
Handled multiple engagements within NL tax compliance.
Education
MBA - Finance And Accounting
Annamalai University
07.2016 - 01.2018
B.Com - Accountancy
Sacred Hearts First Grade College/Bangalore University
05.2011 - 06.2014
Pre-University -
Sacred Hearts PU College
05.2009 - 05.2011
SSLC -
Sacred Hearts Girls High School
01.2008 - 01.2009
Skills
Local, state and federal tax returns
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Additional Information
Received SPOT Awards and Star awards in PwC and EY
Have received excellent feedback from clients and taxpayers
Timeline
Senior Associate
PricewaterhouseCoopers
02.2018 - Current
MBA - Finance And Accounting
Annamalai University
07.2016 - 01.2018
Advanced Tax Analyst
Ernst & Young LLP, States Individual Taxation
01.2015 - 02.2018
B.Com - Accountancy
Sacred Hearts First Grade College/Bangalore University