Ruchi Sharma

• Reviewed and analyzed high-net-worth individual tax returns to ensure compliance with UK tax laws.
• Reviewing tax returns prepared by the team to ensure accuracy and compliance with UK tax laws.
• Preparing complex calculations, such as share pooling, pension tax (AAC), and tax settlement calculations for employees, to ensure accurate tax computation.
• Liaised with HMRC on behalf of clients to resolve tax-related queries and disputes.

UK Tax Preparer

• Proficiency in preparing self-assessment tax returns (Forms SA100).
• Expertise in tax settlement calculation, OSWDR, foreign tax credit, treaty claim (HS302, HS304), and capital gains tax computations.
• Familiarity with the tax implications of pensions (DBDC, AAC), share pooling, NIC calculations, and tax settlements.
• Managed Mixed Fund Analysis (MFA) and S9A inquiries for individuals to ensure compliance with applicable laws and regulations.
• Resolved client queries related to HMRC notices and tax discrepancies.

U.S. Tax Preparer

• Experience with tax filings for individuals (Form 1040).
• Strong knowledge of federal and state tax regulations.
• Familiarity with retirement plans (IRA, 401(k)), Foreign Earned Income Exclusion (FEIE), DTAA, FTC, treaty, and capital gain tax calculations.
• Ensured compliance with IRS regulations and filing deadlines.

• Prepared and analyzed financial statements, ensuring accuracy and compliance with regulatory standards.
• Managed month-end and year-end closing processes, including reconciliations and adjustments.
• Oversaw payroll processing and ensured compliance with tax laws and employment regulations.
• Handled accounts payable and receivable, ensuring timely payments and collections.
  Supported internal and external audits by providing the required documentation and analysis.
• Implemented process improvements to streamline reporting and reduce errors.