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
2024.06 - 2024.07
- 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
2023.05 - 2024.06
- 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
2022.02 - 2022.05
- 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
2024.06 - 2024.07
Tax Associate I
PwC Acceleration Centers
2023.05 - 2024.06
Finance Intern
The Capital Box
2022.02 - 2022.05
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
Similar Profiles
Arpit AgarwalArpit Agarwal
Associate 2- Auditing and Assurance Services at PwC Acceleration CentersAssociate 2- Auditing and Assurance Services at PwC Acceleration Centers
Gaurav KumarGaurav Kumar
Research Analyst at PwC Acceleration CentersResearch Analyst at PwC Acceleration Centers
Muskaan JogaiMuskaan Jogai
Assurance Associate at PricewaterhouseCoopers Acceleration Centers (PwC)Assurance Associate at PricewaterhouseCoopers Acceleration Centers (PwC)