Ragini Jain
Niwai
Summary
As a Senior Associate specializing in US Tax, I possess a strong conceptual understanding of US taxation and extensive experience in the field. I excel in both independent and team environments, demonstrating a commitment to understanding client needs through active listening. My goal is to deliver tailored solutions that best serve each client. I am eager to join an organization where I can leverage my skills and continue to grow professionally, contributing to both the company's success and my own development.
Overview
4
4
years of professional experience
Work History
Senior Associate in US Tax
Formidium fund services
08.2023 - 03.2025
- Prepare, review, and amend federal tax returns (Forms 1065, 1120S, 1120, 1042, 1042S, and 1099)
- Perform book-to-tax reconciliations and record adjusting journal entries for financial accuracy
- Ensure compliance with US tax regulations, analyzing tax treatment for partnership structures and guaranteed payments
- Identify and resolve open tax issues, collaborating with managers for efficient solutions
- Strong understanding of hedge funds, mutual funds, private equity, and financial instruments like equities, bonds, derivatives, and alternative assets
Senior finance executive
Digamber Capfin Limited
01.2021 - 01.2022
- Managed financial operations for an NBFC with ₹1000+ Cr AUM, ensuring RBI compliance
- Prepared monthly financial statements, key financial ratio analyses, depreciation calculations, and monitored non-performing assets (NPA)
- Recorded journal entries, maintained ledgers, and ensured accurate financial reporting
- Led funding proposals, securing ₹25 Cr to ₹100 Cr from SBI, Union Bank, NABARD, SIDBI
Education
MBA -
Rajasthan technical university kota
Rajasthan01-2021
BBA -
Banasthali vidhyapith
01-2018
Skills
- Microsoft Office (Excel,PowerPoint,Word,Outlook)
- US Taxation (Corporate and Partnership Tax Returns)
- Financial Reconciliation and Compliance
- Tax Preparation and Regulatory Reporting
- Accounting and Ledger Maintenance
- Investment and Fund Knowledge (Hedge Funds,Mutual Funds,Private Equity)
- Tax Software - CCH and Seamless
- Client Communication and Relationship Management
Timeline
Senior Associate in US Tax
Formidium fund services
08.2023 - 03.2025
Senior finance executive
Digamber Capfin Limited
01.2021 - 01.2022
MBA -
Rajasthan technical university kota
BBA -
Banasthali vidhyapith