Priyanka Gade
Tax Specialist
Mumbai,Maharastra
Summary
Hardworking Financial professional with in-depth understanding of related compliance requirements. Detail-oriented, organized and offering excellent communication, customer service and time management skills. Advance software proficiency and report-generation skills.
Overview
6
6
years of professional experience
Work History
Tax associate
PwC AC India
8 2023 - Current
- Prepared and processed sales and use tax returns on a monthly, quarterly, semi-annual, and annual basis for US states, ensuring timely payment
- Managed ACH debit and ACH credit client transactions
- Collected, analyzed, and processed data using Alteryx, then imported into Vertex
- Successfully navigated tight deadlines and excelled in a high-paced work environment
- It exceeded goals through effective task prioritization and a strong work ethic
- Developed and implemented strategies for continuous performance improvement
- Handled simple and complex return filings, supporting team members with filing errors, preparation, and setup
- Utilized software such as Vertex, Tax Edge, and Alteryx for tax management
- Addressed and resolved client notices while supporting team needs for filing and return preparation
- Created and maintained client-specific and e-filing standard operating procedures
- Managed return preparation and filing to meet strict client and state deadlines
- Performed manual preparation of complex and simple returns and gained experience with RTR
- Updated banking details on various state websites and conducted return reviews.
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research
- Analyzed financial statements to identify potential discrepancies or opportunities for improved tax planning strategies
- Contributed to overall team success by consistently meeting or exceeding performance metrics for quality, productivity, and client satisfaction
- Developed in-depth knowledge of client business and industry through direct interaction while working on various aspects of engagement
- Collaborated with senior Tax Associates to develop solutions for complex tax issues, ensuring compliance and minimizing liabilities
- Mentored junior Tax Associates in best practices for efficient workflow management and client relations techniques
- Leveraged specialized software tools to optimize data organization and analysis throughout the entire taxation process
Tax Consultant II
Enlink Managed Services
01.2022 - 01.2023
- Filed returns for US sales and use tax
- Managed client interactions and inquiries for US-based accounts
- Contacted US state departments to resolve queries
- Utilized corporate sales software for generating dummy returns and adjustment entries
- Handled formatting, calendar updates, and multi-state online return filings
- Prepared monthly, quarterly, and annual sales/use tax returns
- Conducted annual nexus analysis to determine client tax registration and payment obligations in various states.
- Collaborated with accounting teams to integrate financial data into accurate tax reporting
- Streamlined tax preparation process for increased efficiency and accuracy
- Analyzed detailed information from various sources to prepare accurate reports supporting well-informed decision-making
- Implemented effective record-keeping systems for clients, simplifying future tax preparations and improving organization
- Utilized tax software to prepare returns and meet deadlines
Tax consultant
Enlink Managed Services
11.2018 - 12.2021
- Over 3 years of experience in managing US Tax exemption certificates
- Reviewed exemption certificates to ensure compliance with state regulations
- Validated and uploaded various types of customer tax exemption certificates, including resale, manufacturing, direct pay, government, and charitable
- Worked on various ECM software and applications such as Vertex, CCH, Avalara, and Smart Cert
- Trained new employees, including briefing, monitoring, and reviewing their work to ensure high-quality results.
Education
PGDM – Finance - Finance
Welingkar Institute of Management
Mumbai, India 01.2021 - 2022.04
Bachelor of Commerce -
Western College of Commerce And Business Management
Mumbai 01.2015 - 2018.04
CBSE -
Kendriya Vidyalaya Sangathan
Mumbai 01.2003 - 2014.04
Skills
Accounting
Alteryx
Filing
Leadership
Managed Services
Performance Improvement
Prioritization
Sales
Tax Accounting
Tax Exemption
Use Tax
Timeline
Tax Consultant II
Enlink Managed Services
01.2022 - 01.2023
PGDM – Finance - Finance
Welingkar Institute of Management
01.2021 - 2022.04
Tax consultant
Enlink Managed Services
11.2018 - 12.2021
Bachelor of Commerce -
Western College of Commerce And Business Management
01.2015 - 2018.04
CBSE -
Kendriya Vidyalaya Sangathan
01.2003 - 2014.04
Tax associate
PwC AC India
8 2023 - Current
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