Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic

PALLAVI

Pune

Summary

Results-focused Tax professional with strength in performance delivery, accounting and taxation. Expertise in conducting thorough research and analysis of US tax regulations and laws. Self Driven, have strong work ethic, adept at managing concurrent objectives to promote efficiency and influence positive outcomes.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Tax Associate II

PwC Acceleration Centers
Hyderabad
06.2024 - 07.2024
  • Skilled in efficiently preparing State Workpapers
  • Collaborated with the tax team on planning, client interaction, and special projects.
  • Prepared and reviewed Corporate tax returns and Partnership tax to ensure compliance with federal and state regulations.
  • Managed deliverables, such as tax returns, extensions, estimates, and tax planning calculations.
  • Analyzed information and assessed liabilities and deductions according to relevant tax codes.
  • Acknowledged state and federal tax notices through the preparation of written responses or required adjustments to tax returns.

Tax Associate I

PwC Acceleration Centers
Hyderabad
05.2023 - 06.2024
  • Prepared tax return documents for clients.
  • Experienced in preparation of SALT Form 1065 Partnership and Form 1120 Corporate Tax.
  • Created strategic plans to optimize client tax liabilities and maximize future deductions.
  • Collected detailed information and required paperwork from clients to complete tax returns.
  • Enhanced office productivity through support for senior-level accounting and tax preparation professionals.
  • Assisted clients in seamlessly integrating new tax software with accounting software.

Finance Intern

The Capital Box
02.2022 - 05.2022
  • Project Title: A Study on Risk and Return Analysis of Bajaj Allianz.
  • Acquired knowledge of various life insurance products offered by Bajaj Allianz.
  • Evaluated risk and return factors for different products.
  • Acquired knowledge of clients in the insurance market and their perception of Bajaz Allianz Life Insurance products.

Education

Post Graduate Programme in Management (Finance) -

ICFAI Business School Pune
05.2023

Bachelor of Commerce -

Brihan Maharashtra College of Commerce
05.2020

Senior Secondary (XII) Commerce -

Kendriya Vidyalaya No.1
03.2017

Matriculation (X) -

Kendriya Vidyalaya No.1
03.2015

Skills

  • Tax planning and strategy development
  • Tax research and analysis
  • US Income Tax Compliance
  • Tax provision preparation and review
  • Financial statement analysis
  • Attention to detail and accuracy
  • Analytical and critical thinking skills
  • Adaptability and flexibility

Certification

  • Preparing Data for Analysis with Microsoft Excel, Coursera, 2024
  • Investment Analysis and Portfolio Management, Udemy, 2022
  • Financial Modeling and Valuation, Udemy, 2022
  • Private Equity & Venture Capital, Coursera, 2021
  • ESOL International [BEC], Cambridge University, 2019

Timeline

Tax Associate II

PwC Acceleration Centers
06.2024 - 07.2024

Tax Associate I

PwC Acceleration Centers
05.2023 - 06.2024

Finance Intern

The Capital Box
02.2022 - 05.2022

Post Graduate Programme in Management (Finance) -

ICFAI Business School Pune

Bachelor of Commerce -

Brihan Maharashtra College of Commerce

Senior Secondary (XII) Commerce -

Kendriya Vidyalaya No.1

Matriculation (X) -

Kendriya Vidyalaya No.1
  • Preparing Data for Analysis with Microsoft Excel, Coursera, 2024
  • Investment Analysis and Portfolio Management, Udemy, 2022
  • Financial Modeling and Valuation, Udemy, 2022
  • Private Equity & Venture Capital, Coursera, 2021
  • ESOL International [BEC], Cambridge University, 2019
PALLAVI