Shivam Gupta
Tax Associate
Varanasi
Summary
Savvy Tax Associate develops well-rounded tax foundation by preparing various tax returns, tax planning, and special projects for tax engagements within variety of industry niches and a competent and committed finance student pursued MBA, who carries knowledge about planning and practical implementation of financial projects.
Overview
4
4
years of professional experience
10
10
years of post-secondary education
2
2
Certifications
2
2
Languages
Work History
Tax Associate
PWC US Tax LLP
Hyderabad
05.2023 - 09.2023
- Worked on Returns for form 1120 , 1120s , 1065 , partnership and state tax returns.
- 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.
- Secured and properly handled confidential data to protect against unauthorized access, improper transmission, and unapproved disclosure.
Summer Finance Intern
Turtlemint Insurtech Pvt. Ltd.
Mumbai
02.2022 - 05.2022
- Project Title : Equity Research on Banking Sector
- Learnt and implemented various technical tools like candlesticks and chart patterns
- Assessed and suggested changes in clients' portfolios
- Achieved 93% of the sales target given to me as compared to the average of 70%.
Summer Intern
HDFC Bank
Varanasi
10.2019 - 11.2019
- Project: Financial Services of HDFC Bank and their Marketing Strategies
- Risk Management Analysis of clients' portfolios
- Collected and analyzed data for client's monetary growth
- Evaluated finances based on credit scores
- Pitched loans for the company.
Education
Masters of Business Administration (MBA) - Finance
ICFAI Business School
06.2021 - 01.2024
Bachelor of Management Studies (BMS) - Marketing
Usha Pravin Gandhi College, SVKM
05.2017 - 10.2020
Higher Secondary (Class 12th) - Commerce
The Aryan International School
04.2015 - 04.2017
Senior Secondary (Class 10th) - undefined
DALIMSS
04.2013 - 04.2015
Skills
Risk Managementundefined
Certification
Fundamentals of Stock Market, 02/2022, 03/2022
Activities
Volunteer, Agatsu Foundation, 04/2021, 05/2021, Led a team of 6 people in an organizational drive., Compiled and analyzed data., Connected with various NGO's for the purpose of collaboration with our organization.
Timeline
Tax Associate
PWC US Tax LLP
05.2023 - 09.2023
Summer Finance Intern
Turtlemint Insurtech Pvt. Ltd.
02.2022 - 05.2022
Masters of Business Administration (MBA) - Finance
ICFAI Business School
06.2021 - 01.2024
Summer Intern
HDFC Bank
10.2019 - 11.2019
Bachelor of Management Studies (BMS) - Marketing
Usha Pravin Gandhi College, SVKM
05.2017 - 10.2020
Higher Secondary (Class 12th) - Commerce
The Aryan International School
04.2015 - 04.2017
Senior Secondary (Class 10th) - undefined
DALIMSS
04.2013 - 04.2015
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