Sanchita Patnaik
Tax Associate I
Bengaluru
Summary
Detail oriented Tax Associate with an experience in providing efficient and accurate tax preparation and advisory services. Ability to deliver work in accordance with client expectations while adapting to changing tax regulations. Committed to continuous professional development and staying current with industry trends
Overview
2
2
years of professional experience
Work History
Tax Associate I
KPMG Global Services Private Limited
04.2022 - Current
- Successfully navigated and executed corporate taxation responsibilities on both federal and state levels, ensuring compliance with relevant regulatory frameworks.
- Utilized advanced analytical skills to examine financial records, enabling precise determination of form preparation requirements and ensuring accurate tax filings.
- Demonstrated expertise in handling various taxation software, including ONESOURCE, GoSystem Tax RS, and FAS, streamlining the tax preparation process and enhancing overall efficiency.
- Prepared meticulous workpapers for a diverse client portfolio, aligning closely with engagement team reports to ensure comprehensive and accurate documentation.
- Specialized in the intricacies of 5471s and 5472s, contributing to the successful completion of complex tax filings and maintaining compliance with reporting requirements.
- Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
- Collaborated with senior Tax Associates to develop solutions for complex tax issues, ensuring compliance and minimizing liabilities.
- Developed strong relationships with clients through consistent communication regarding their unique needs and goals related to taxation matters.
Education
MBA Finance -
Jain CMS Business School
B.COM (Honors) - undefined
Jain University
PUC in Commerce - undefined
Sai International School (CBSE)
Skills
Federal Taxation
Tax Return Preparation
Workpaper Preparation
Financial Record Analysis
Taxation Software: ONESOURCE, GoSystem Tax RS, FAS
Local, state, and federal tax returns
Internships
INDIAN OVERSEAS BANK
- Engaged in diverse banking processes, gaining practical exposure to various operational aspects within the financial sector.
- Deep dived in transaction procedures, particularly Real-Time Gross Settlement (RTGS) and National Electronic Funds Transfer (NEFT), showcasing a detailed understanding of critical financial processes.
- Acquired valuable insights into the range of financial instruments offered by the bank, enhancing knowledge of products and services available to clients.
INDIAN WEALTH MANAGEMENT
- Acquired practical experience in understanding the architecture of mutual funds growth, gaining insights into the dynamics of fund performance and growth strategies.
- Conducted analysis and comparisons of various investment modes, including (SIP) and lump-sum investments.
- Developed proficiency in evaluating and contrasting the growth and returns associated with different investment approaches.
Accomplishments
- Completed E-learning program on Advanced Microsoft excel initiated by TATA steel.
- Compassed a course on Corporate Finance Foundations and Operations Management Foundations from LinkedIn Learning.
- Trained Classical Dancer and have participated in various competitions and events.
Miscellaneous
Advanced Microsoft Excel, Corporate Finance, Operations Management, Quick adaptive and interpersonal skills, Team player, Inquisitive
Disclaimer
Note: The above-mentioned details are true to the best of my knowledge. I take sole responsibility over any deviation on the same.
Timeline
Tax Associate I
KPMG Global Services Private Limited
04.2022 - Current
MBA Finance -
Jain CMS Business School
B.COM (Honors) - undefined
Jain University
PUC in Commerce - undefined
Sai International School (CBSE)