Shubham Tyagi

• Preparation and self review of US tax returns.
• Frontloading of complex tax returns with instructions to the preparer.
• Preparation of Federal and state extension.
• Handling Engagement mailbox
• Implementation of any new update within the engagement team.
• Calculating estimated tax payments for clients.
• Maintaining the KPI reports for client and ensuring that the KPI is met.
• Responsible for one complete group of assignees till sign off and publishing. Tracking the progress at every level.
• Coordinated and communicated with the foreign offices with the status updates.
• Reviewing documents provided by clients and reaching out to clients for missing information.
• Reviewing clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
• Analyzed financial documents to accurately reflect client information on tax returns.
• Utilized tax software to prepare returns and meet deadlines.
• Maintained complete records of client tax returns and supporting documentation in secured areas.
• Helped new hires within the team in technology required to access company systems and complete job tasks.
• Collaborated with clients to answer questions and provide advice on tax matters after discussing with the team.

• Preparation and self review of US tax returns and gaining exposure to various tax forms and schedules.
• Preparation of Federal and state extension.
• Completed all the deliverables before time and in budget hours.
• Reviewing documents provided by clients and reaching out to clients for missing information.
• Analyzed financial documents to accurately reflect client information on tax returns.
• Helped trainees and interns on tax-related technical questions, inputting data into CCH (tax software), and addressing queries related to various software applications. .

Conducted fundamental and technical analysis of foreign currency pairs and traded in demo as well as real account in Cabana Capital to check the accuracy of my analysis.