Shivam Gupta
New Delhi
Summary
With almost 3 years of experience in US tax compliance and planning, I specialize in preparing and reviewing Form 1065 (U.S. Return of Partnership Income) and associated documents. Versatile professional with a proven track record, showcasing expertise in partnership taxation and tax compliance matters.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Analyst
Blackstone- CoE WIPRO
Gurugram
08.2024 - Current
- Preparing and reviewing estimates, Distributions and Year end workpapers.
- Client Onboarding
- Managing a range of ad hoc requests, such as distributions, true ups, quarterly forecasts.
- Improving process efficiency and reporting accuracy while managing client relationships to offer tax solutions quickly and accurately.
Tax Consultant II
Deloitte Tax LLC
Gurugram
05.2022 - 08.2024
- Reconciliation of Tax return workpapers
- Worked on the preparation of T-Letters for the engagement clients
- Worked on Partnerships and investment management clients
- Worked on various software - Gosystem, Xtract, K-1G
- Prepared Tax returns and supporting documents
- Undertook review work post advancement to TC II
Finance Intern
Fxmtrack Financials
Bangalore
05.2021 - 06.2021
- Data mining using Phantom buster, Textau for fetching customer details to generate leads
- Data cleaning and structuring
- Analyzed Financial Statements of Retail customers
Education
PGDM - Finance And Business Analytics
New Delhi Institute of Management
New Delhi, India08-2022
Bachelor of Commerce - Commerce
Swami Shraddhanand College
New Delhi, India08-2017
Skills
- Tax planning strategies
- Partnership taxation expertise
- Tax compliance expertise
- Tax research
- Verbal and written communication
- Decision-making capacity
- Positive attitude
- Adaptability and flexibility
Certification
- Completed 4 weeks course of 'Python Basics' by Coursera
- Google certification in 'Digital Marketing'
Accomplishments
- Awarded with Dream team award in COE Blackstone
- Awarded with spot award in Deloitte for providing quality work
- Held 2nd position in Handball competition held at state level
- Won interschool competitions of Netball
Positions of Responsibility
- Responsible for reviewing some part of work post advancement to TC II
- Appointed as Media President in Delhi University
- Held the position of Sports Secretary at school level
Timeline
Analyst
Blackstone- CoE WIPRO
08.2024 - Current
Tax Consultant II
Deloitte Tax LLC
05.2022 - 08.2024
Finance Intern
Fxmtrack Financials
05.2021 - 06.2021
- Completed 4 weeks course of 'Python Basics' by Coursera
- Google certification in 'Digital Marketing'
PGDM - Finance And Business Analytics
New Delhi Institute of Management
Bachelor of Commerce - Commerce
Swami Shraddhanand College
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