RAHUL RAY
Summary
Experienced US Tax Consultant with a deep understanding of tax laws and regulations. Proven track record in providing comprehensive compliance, and advisory services to a diverse client base.
Overview
3
3
years of professional experience
Work History
Associate
Vialto Partners
Kolkata
11.2025 - Current
- Prepared 1040 NR returns, utilizing tax treaties and elections to optimize tax liabilities.
- Sourced W-2 wages and prepared detailed compensation breakdowns for global mobility assignments.
- Managed hypo tax calculations, gross-up processes, and tax equalization for expatriates.
- Took Foreign Tax Credit (FTC) adjustments while preparing Inpat and Expat returns.
Senior Tax Preparer
KONNECT BOOKS & TAXES
PUNE
12.2024 - 11.2025
- Prepared and reviewed complex Form 1040 for individuals, including high-net-worth clients, self-employed professionals, and those with foreign income or pass-through entity ownership.
- Prepared Form 5471 for some clients and prepared a few related to the requirements.
- Prepared work papers on Excel while preparing the tax returns as per the client requirements.
- Specialized in Health Savings Account (HSA) reporting via Form 8889, including contributions, distributions, and excess contribution corrections; advised clients on maximizing HSA tax benefits.
- Maintained thorough documentation and work papers to support all return positions, and meet due diligence standards.
US TAX PREP ANALYST
CREDFINO LLP
01.2024 - 12.2024
- Prepared tax returns, specifically focusing on Form 1040 filings.
- Managed cases involving foreign income, ensuring accurate reporting and compliance with IRS regulations.
- Utilized knowledge of international tax treaties and foreign tax credit rules to optimize client tax liabilities.
- Conducted thorough reviews of financial documents, including W2s, 1099s, and other supportive documents.
- Advised clients on tax implications of foreign income and assisted with filing additional forms such as Form 8938 and FBAR where applicable.
- Collaborated with senior tax preparers to resolve complex tax issues and provide exceptional client service.
- Completed Form 5471 for U.S. persons with foreign corporations, ensuring compliance with international tax reporting requirements.
- Processed Form 1098, detailing mortgage interest statements, and accurately reported deductions to maximize client benefits.
- Utilized Form 1116 to calculate and claim the Foreign Tax Credit, reducing tax liability for clients with income from foreign sources.
- Conducted detailed client interviews to gather comprehensive financial information, identifying tax deductions, credits, and ensuring completeness of documentation.
- Leveraged tax preparation software to streamline filing processes, increasing efficiency and accuracy of tax returns.
- Stayed updated on changes in tax laws and regulations, providing informed guidance to clients on tax planning strategies.
US TAX ASSOCIATE
ENTIGRITY OFFSHORE LLP
07.2023 - 01.2024
- Prepared individual tax returns, specifically focusing on Form 1040 filings.
- Collaborated with senior tax preparers to resolve complex tax issues and provide exceptional client service.
- Conducted comprehensive tax self-reviews before submitting it for final review.
- Collaborated with clients' accounting teams to ensure accurate and timely submission of tax filings.
- Resolved tax-related issues and inquiries from clients and maintaining compliance and minimizing penalties.
- Finalized the books for tax returns.
Education
MBA - FINANCE
INSTITUTE OF MANAGEMENT STUDIES DAVV
B.COM (HONORS) - ACCOUNTING & FINANCE
UNIVERSITY OF CALCUTTA
Skills
- ULTRA TAX
- PRO CONNECT
- PRO SERIES
- DRAKE
- LACERTE
- CCH
- TAX DOME
- CANOPY
- POWER BI
- ORACLE ERP (FINANCE & PPM)
- MS EXCEL
Timeline
Associate
Vialto Partners
11.2025 - Current
Senior Tax Preparer
KONNECT BOOKS & TAXES
12.2024 - 11.2025
US TAX PREP ANALYST
CREDFINO LLP
01.2024 - 12.2024
US TAX ASSOCIATE
ENTIGRITY OFFSHORE LLP
07.2023 - 01.2024
MBA - FINANCE
INSTITUTE OF MANAGEMENT STUDIES DAVV
B.COM (HONORS) - ACCOUNTING & FINANCE
UNIVERSITY OF CALCUTTA