Microsoft Office
Sagar Dwivedi
Tax Associate
Bangalore
Summary
Enthusiastic Tax Professional experienced in US Federal, State and Local tax returns. Applies in-depth knowledge of tax code protocols to optimize returns. Personable and thorough with 2 years of industry expertise.
Overview
5
5
years of professional experience
6
6
years of post-secondary education
Work History
Tax Associate
PricewaterhouseCoopers Servide Delivery Center (Kolkata) Limited
Bangalore
05.2021 - Current
- Completed and filed returns with tax departments at the local, state, and federal levels.
- Reviewed clients' tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Helped in Preparing Provision Reports for reputed Clients.
- Helped in Partnership Tax Preparation (PTPA) team and also got trained for various forms and schedules.
- Secured and properly handled confidential data to protect against unauthorized access, improper transmission and unapproved disclosure.
- Researched complex tax issues utilizing online resources and professional tax software like Onesource, Tax Lifecycle, SLT.
Trainee
Gitesh Monga FInancial Services
Gurgaon
07.2020 - 08.2023
- Learned new materials, processes, and programs quickly.
- Attended training courses to build an understanding of processes, techniques, and industry.
- Adhered to corporate data confidentiality rules, mitigating breaches.
- Participated in on-the-job training, working closely with supervisors and coworkers and asking appropriate questions.
- Collected and Prepared brief reports on Neo Banks and their operational procedures.
Education
MBA - Finance
Sri Balaji Institute of International Business
Pune, Maharashtra 06.2019 - 07.2021
Bachelor of Commerce - Finance
Renaissance College of Commerce And Management
Indore, Madhya Pradesh 07.2014 - 08.2017
HSC - Commerce
Bardsley English Medium Senior Secondary School
Katni, Madhya Pradesh 06.2012 - 07.2013
Skills
Tax reporting
Financial statements expertise
Tax-related research
IFRS and GAAP experience
Finance
Software
Corptax
OneSource Income Tax (OIT)
Statistical Package for Social Sciences (SPSS)
Tax Lifecycle (TLS)
Tax Prep
Timeline
Tax Associate
PricewaterhouseCoopers Servide Delivery Center (Kolkata) Limited
05.2021 - Current
Trainee
Gitesh Monga FInancial Services
07.2020 - 08.2023
MBA - Finance
Sri Balaji Institute of International Business
06.2019 - 07.2021
Bachelor of Commerce - Finance
Renaissance College of Commerce And Management
07.2014 - 08.2017
HSC - Commerce
Bardsley English Medium Senior Secondary School
06.2012 - 07.2013