Summary
Overview
Work History
Education
Skills
Affiliations
Interests
Timeline
Generic
Shivansh Mehrotra

Shivansh Mehrotra

Bareilly

Summary

Dynamic Tax Associate at PWC with expertise in tax return preparation and U.S. tax regulations. Proven ability to deliver high-quality workpapers and returns, utilizing advanced tax software. Strong analytical skills complemented by effective communication, ensuring client satisfaction and compliance with IRS standards. Committed to excellence in financial reporting and partnership taxation.

Overview

3
3
years of professional experience

Work History

Tax Associate

PWC
Bangalore
05.2023 - Current
  • Processing of tax documents, and preparing workpapers and U.S. tax returns as per the client's requirements.
  • Performed process-related deliverables in accordance with the standard engagement instructions, with adherence to quality standards.
  • Worked on various forms, like 1065, 1042-S, 1042, and 1120.
  • Worked on various engagements using various tools and software, such as Go System, ONE SOURCE, Track for K1s, 1042 Pro Tool, Super Forms, and Tax Docs.

Intern

PWC
Bangalore
01.2023 - 03.2023
  • Learned about the basics of U.S. taxation.
  • Worked on the preparation of extension forms for clients.

Intern

Walnut Excellence Education
Mumbai
05.2022 - 05.2022

Completed various projects, such as:

  • Created standard-wise NIFI content books from 6th to 9th grade.
  • Created standard-wise NIFI 1st and 2nd round exam paper content and practice paper content.
  • Learning and experiencing the student age, financial literacy content, developing learning books, competitive exam papers, competitive analysis, and much more learning within the organization.

Education

PGDM - Finance

ITM Business School
Kharghar, Navi Mumbai
06-2023

BBA -

Rohilkhand University
Bareilly, Uttar Pradesh
05-2021

XII - CBSE Board

B.B.L Public School
Bareilly, Uttar Pradesh
03-2018

X - CBSE Board

B.B.L Public School
Bareilly, Uttar Pradesh
03-2016

Skills

  • Tax return preparation
  • Tax software usage
  • US tax regulations
  • Financial reporting
  • Microsoft Office tools
  • Finance and accounting knowledge
  • US Partnership taxation
  • Direct IRS filing

Affiliations

Activities

Vidya NGO Project-

• Encourage Critical Thinking.

• Improve Students Spoken English.

• Listening Comprehension skills.

• Worked with the assigned child for the Republic Day Function.

• Conducted workshops on financial literacy, career counseling, cyber safety for student program and adult literacy program.

Awards

• Certified in basics of Financial Markets (eLearn markets).

Interests

  • Cooking
  • Badminton

Timeline

Tax Associate

PWC
05.2023 - Current

Intern

PWC
01.2023 - 03.2023

Intern

Walnut Excellence Education
05.2022 - 05.2022

PGDM - Finance

ITM Business School

BBA -

Rohilkhand University

XII - CBSE Board

B.B.L Public School

X - CBSE Board

B.B.L Public School
Shivansh Mehrotra