Summary
Overview
Work History
Education
Skills
Certification
Languages
Skills
Timeline
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Pooja Balaji

Tax Associate
Bengaluru

Summary

A highly dedicated individual who is willing to work in a challenging environment & function as an important asset to the organisation. Looking for opportunities where my knowledge base can be expanded through experience &learning and where my skills can be developed and utilized to the maximum.

Overview

1
1
year of professional experience
5
5
Certifications

Work History

Tax Associate

PWC
06.2023 - 09.2024
  • AEOI Reporting (FATCA and CRS).
  • 1042 and 1042 S Reporting.
  • Withholding Certificate Analysis (WCA Analysis) - Reviewing withholding certificates (W-9s, W’8s, and CRS) at the first level.
  • Acting as the main point of contact for a high-priority client.
  • Training cross-teamers and new hires on preliminary reviews, company tools, and the work processes for different clients.
  • Checking client emails and remediating the requests as per the deadlines.
  • Communicating with clients regarding statuses and other client-specific queries and issues.

Education

MBA - Finance And Business Analytics

Kristu Jayanti College
Bengaluru, India
04.2001 -

Bachelor of Commerce - Accounting

Jyoti Nivas College
Bengaluru, India
04.2001 -

Skills

Excel

Certification

•Completed the “Accounting-complete course” on Udemy.

Languages

  • English
  • Hindi
  • Tamil
  • Kannada

Skills

    Excel

    Power Point

    MS Word

    Tally

    Python

Timeline

Tax Associate

PWC
06.2023 - 09.2024

MBA - Finance And Business Analytics

Kristu Jayanti College
04.2001 -

Bachelor of Commerce - Accounting

Jyoti Nivas College
04.2001 -

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Pooja BalajiTax Associate