Shivam Gupta
New Delhi,Delhi
Summary
Experienced tax professional with over 3 years in US tax compliance and planning, focusing on Form 1065 preparation and review. Expertise in partnership taxation, ensuring compliance with federal regulations and optimizing tax strategies. Track record of delivering precise and timely tax documentation. Strong problem-solving skills enhance efficiency in tax processes.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Senior Tax Associate
BDO Rise Private Limited
03.2025 - Current
- Reviewed federal and state tax returns to ensure accuracy and compliance.
- Prepared complex tax returns for diverse clients in compliance with regulations.
- Met internal and external deadlines for tax filings, monthly accounting close and quarterly financial reporting.
- Identified opportunities for process improvements and integration of technology into tax reporting functions.
- Prepared and reviewed tax data flows for efficient return preparation and audit support.
- Conducted training sessions on tax concepts for team members to enhance knowledge.
Analyst
Blackstone- CoE WIPRO
08.2024 - Current
- Preparing and reviewing estimates, Distributions and Year end workpapers.
- Client Onboarding
- Preparing and reviewing State Waivers.
- Calculating ECI, FDAP, and state partnership tax withholding and tracking tax basis
- 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
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
Education
PGDM - Finance And Business Analytics
New Delhi Institute Of Management
New Delhi08.2022
Bachelor Of Commerce - Commerce
Swami Shraddhanand College
New Delhi07.2018
Skills
- Tax planning strategies
- Partnership taxation expertise
- Tax compliance expertise
- Tax research
- Verbal and written communication
- Decision-making capacity
- Positive attitude
- Adaptability and flexibility
- Continuous learning mindset
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
Certification
- Completed 4 weeks course of 'Python Basics' by Coursera
- Google certification in 'Digital Marketing'
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
Senior Tax Associate
BDO Rise Private Limited
03.2025 - Current
Analyst
Blackstone- CoE WIPRO
08.2024 - Current
Tax Consultant II
Deloitte Tax LLC
05.2022 - 08.2024
PGDM - Finance And Business Analytics
New Delhi Institute Of Management
Bachelor Of Commerce - Commerce
Swami Shraddhanand College
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