SHILPA K SALI
Kottayam
Summary
Enrolled Agent with a strong foundation in U.S. taxation and experience in U.S. Individual Income Tax (Form 1040), accounting, financial analysis, FP&A and Record to Report (R2R). Detail-oriented professional with knowledge of U.S. tax compliance and a proactive approach to problem-solving.
Overview
1
1
Certification
4
4
years of professional experience
Work History
Advanced Tax Analyst
EY
Kochi
10.2025 - Current
- Prepare U.S. Individual Income Tax Returns (Form 1040) based on client-provided tax documents and supporting information.
- Assist in the preparation and completion of individual tax returns in accordance with applicable U.S. tax laws and IRS requirements.
- Analyze tax documents and supporting schedules to ensure accurate reporting of income, deductions, credits, withholding and other relevant tax items.
- Perform tax calculations, reconciliation and validation procedures as part of the 1040 return preparation process.
- Research and apply relevant U.S. tax rules and regulations to support accurate tax return preparation.
- Identify missing or inconsistent information and coordinate with team members to resolve tax-related queries.
- Perform quality checks and incorporate reviewer comments to improve accuracy and completeness of tax returns.
- Maintain proper workpapers and documentation while adhering to confidentiality, quality and compliance standards.
Associate 2
State Street
Chennai
01.2023 - 09.2024
- Experience in F&A domain, performing activities associated with corporate services and Global Accounting Operations.
- Performed and monitored daily cash deposits of various clients across various regions.
- Prepared and analyzed monthly management reports including actual vs. forecast, financial highlights, revenue and expense variances.
- Provided variance analysis commentaries on a monthly, quarterly and year-end basis to executive management.
- Worked with the General Ledger (R2R) function for expense accounting.
- Prepared and posted journal entries including tax, prepaid and GST entries, along with monthly accruals and month-end adjustments.
- Shared weekly and monthly reports and maintained consistent communication with management and stakeholders.
Education
MBA - Finance & Operations
Mahatma Gandhi University
Kerala01-2022
BCom - Finance & Taxation
Mahatma Gandhi University
Kerala01-2019
Skills
- US Individual Tax Preparation – Form 1040 IRS Tax Codes & Compliance Tax Preparation & Filing – Forms 1040, 1065, 1120 Power BI Power Query Microsoft Excel, Word & PowerPoint Oracle Cloud Oracle R12 Client Communication Problem Solving & Critical Thinking
Personal Information
Title: Enrolled Agent | U.S. Tax | 1040 Individual Tax
Certification
US Enrolled Agent – IRS: Part 1 (Qualified, 2025-02) | Part 2 (Qualified, 2024-12) | Part 3 (Qualified, 2024-09)
Accomplishments
Best Ideator Award – JAS Quarter'23, State Street, Chennai
LEADERSHIP & VOLUNTEERING
IEDC Club, Chief Financial Officer, Served as Chief Financial Officer of IEDC Club | Served as President, Finance Club of MBA Department.
Timeline
Advanced Tax Analyst
EY
10.2025 - Current
Associate 2
State Street
01.2023 - 09.2024
MBA - Finance & Operations
Mahatma Gandhi University
BCom - Finance & Taxation
Mahatma Gandhi University