Saloni Kunwar,US CPA(Licence Awaited)
Tax Consultant
Noida
Summary
A qualified U.S. CPA with 1.5 years of experience in U.S. taxation, specializing in tax planning and advisory services for high-net-worth individuals (HNWIs). Expertise includes advising on U.S. tax residency status and investment portfolios, preparing federal workpapers, and managing the preparation and filing of Forms 1040 and 1120. Extensive experience working with both U.S. resident and non-resident individuals, as well as corporate clients, overseeing end-to-end tax compliance processes.
Overview
4
4
years of professional experience
6
6
years of post-secondary education
Work History
CONSULTANT-S1
Grant Thornton Bharat LLP
04.2024 - Current
- Provided advisory services to High Net Worth Individual (HNWI) clients regarding their US Tax Residency status
- Provided advisory services to High Net Worth Individual (HNWI) clients regarding US VISA (EB-5 and F-1)
- Provided advisory services to High Net Worth Individual (HNWI) clients regarding the US tax treatment of their investment portfolio
- Prepared and filed amended and delinquent returns under Streamlined Filing Compliance Procedures (IRS Tax Amnesty Program)
- Prepared and filed Form 1040 (US Individual Income Tax Return)
- Prepared and filed Form 1040-X (Amended US Individual Income Tax return) and Form 1040-NR(US Non-Resident Alien Income Tax Return)
- Prepared quarterly estimated tax payment for HNWI clients
- Prepared and filed Form 1120 (US Corporation Income Tax Return)
- Prepared Form 1116, Form 8621, Form 8938, FinCEN Form 114, Form 6251, Form 8960, Form 8812, Form 8833, Form 8949, Form 5472, Form 5471, and Form 1099
- Prepared and filed Sales tax return and Annual report for US corporations
- Prepared and filed Beneficial Ownership Information report (BOIR) for US individuals and US corporations
- Engaged with clients daily, addressing their queries on tax planning and compliance
TAX ASSOCIATE-1
KPMG Global Services Private Limited
04.2023 - 10.2023
- Prepared Federal and State income tax return Form 1120 for US corporation using GoSystem and One source income Tax (OIT) software
- Assisted in the preparation of federal and state tax workpapers for US corporations
- Assisted in preparation of K1 form in partnership
- Calculated taxable income from book income by performing M1 and M3 reconciliation in Business Tax Engine (BTE software)
SELLING PARTNER SUPPORT ASSOCIATE
Amazon India Pvt Ltd
02.2021 - 04.2023
- Served as Amazon's sole and primary point of contact between them and the merchants
- Conducted a deep dive into the information provided
- Followed well established SOPs to troubleshoot the concerns and queries of the merchants
- We conducted independent research and provided timely and accurate resolution to the merchants
- Achieved timely completion of cases and tasks on a day-to-day basis with no carryover
- Adhered to strict deadlines established by the management team
- Worked towards achieving customer obsession by maintaining a polite approach when dealing with clients
DEPUTY MANAGER GRADE-1
ICICI Bank Ltd
10.2020 - 12.2020
- As a privilege banker, I managed a designated portfolio of clients assigned to me
- Assisted clients with their financial and banking needs, provided accurate banking service recommendations
- Consistently achieved sales targets through calls and personal appointment on a daily basis
- Contributed to revenue generation by acquiring new clients and selling banking products
- Engaged in cross selling by collaborating closely with departments such as ICICI Prudential, ICICI Lombard and ICICI Direct
- Verified customers information and documentation by closely collaborating with the loan department before loan disbursement
Education
MBA - Financial Management
Banaras Hindu University
08.2018 - 08.2020
B.COM(P) - undefined
Ramjas College, Delhi University
07.2015 - 05.2018
12th Grade - Commerce
St. Teresa School
04.2014 - 04.2015
Skills
- Tax Compliance and Advisory
- Tax Research and Analysis
- Communication and Client Management
- Tax Software Proficiency
- Workpaper Preparation
- Tax Residency Determination
Accomplishments
- Cleared UGC-NET in 2020 with 194 marks
- Received certificate of merit from Independent School's Federation of India (REGD), Ghaziabad for securing 5th position in my school in Senior Secondary Examination in 2015
- Received letter of appreciation from then HRD minister of India, Mrs. Smriti Irani for performing exceptionally well in Senior Secondary Examination in 2015
Timeline
CONSULTANT-S1
Grant Thornton Bharat LLP
04.2024 - Current
TAX ASSOCIATE-1
KPMG Global Services Private Limited
04.2023 - 10.2023
SELLING PARTNER SUPPORT ASSOCIATE
Amazon India Pvt Ltd
02.2021 - 04.2023
DEPUTY MANAGER GRADE-1
ICICI Bank Ltd
10.2020 - 12.2020
MBA - Financial Management
Banaras Hindu University
08.2018 - 08.2020
B.COM(P) - undefined
Ramjas College, Delhi University
07.2015 - 05.2018
12th Grade - Commerce
St. Teresa School
04.2014 - 04.2015
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