SHUBHI BAJPAI
Lucknow
Summary
Successful tax professional focused on performance and compliance. Experienced in assisting with financial planning and analysis. 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. Proficient in Microsoft Office tools, tax compliance process software and tax research databases.
Overview
6
6
years of professional experience
Work History
Senior Associate
PwC Service Delivery Center (Kolkata) Private Ltd.
Bangalore
2022.11 - 2024.02
- Reviewing the international income tax return 5471, 8858, 8865, 8990, 8992 and other forms
- Reviewed the work papers supporting the international tax return
- Preparing and reviewing memorandums and other documents for client
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research
- Preparing and reviewing Organizational charts for clients
- Worked closely with US partners, directors, managers, and staff to integrate practice development skills into a team approach to client service and new business development
- Enhanced team performance by implementing effective project management strategies and providing consistent guidance
- Good knowledge of additional filing requirements and e-filing experience
- Reviewed and summarized financial data provided by clients for analysis and preparation of Tax Return, GILTI and BEAT calculations
- Supporting on-ground USI Tax Manager on day-to-day responsibilities and tasks
- Supervising, training, and mentoring staff and new joiners on tax project
- Optimized resource allocation by closely monitoring budgets and adjusting as needed to ensure financial goals were met.
Advanced Tax Analyst
EY Global Delivery Services India Private Limited
Gurugram
2021.12 - 2022.10
- Reviewing the international income tax return 5471, 8858, 8990, 5472 and other forms
- Reviewed the work papers supporting the international tax return
- Reviewed and summarized financial data provided by clients for analysis and preparation of Tax Return, GILTI and BEAT calculations
- Work experience of coordination with teams globally
- Able to work independently with minimum supervision, and collaboratively with virtual teams and competent at meeting tight deadlines, performing high-quality work
- Training new team members about the software and work paper.
US Tax Consultant II
Deloitte Tax India Private Limited
Hyderabad
2019.05 - 2021.11
- Prepared and reviewed the international income tax return 5471, 8858, 8990, 5472 and other forms using Corptax
- Prepared and reviewed the work papers supporting the international tax return
- Reviewed and summarized financial data provided by clients for analysis and preparation of tax return
- Work experience of big clients and small clients
- Directly worked with Deloitte US team
- Training new team members about the software and workpaper
- Worked on E-filing from attaching attachment/statements to clearing e-file errors.
Senior Financial Consultant
ICICI Prudential Life Insurance Company
Noida
2018.05 - 2019.05
- Providing investment products, services, renewals & enhancement facilities with proper compliance
- Ensuring portfolio quality & management
- Maintaining relations with excellent client satisfaction by providing services.
Education
PGDM (finance & Marketing) -
Jaipuria Institute of Management, Lucknow
01.2018
Bachelor of Commerce -
National P.G. College, Lucknow
01.2015
Skills
- MS Visio
- International Forms
- Corptax
- MS Excel
- OneSource
- Gosystem
- Time Management
- Problem Solving
- Multitasking and Prioritization
- Team Management
Additional Projects
2016, Live project with Spencer (Customer interaction, brand building & spreading awareness)
Hobbies and Interests
- Animal Fancy
- Travelling
- Dancing
Languages
Hindi
First Language
English
Proficient (C2)
C2
Timeline
Senior Associate
PwC Service Delivery Center (Kolkata) Private Ltd.
2022.11 - 2024.02
Advanced Tax Analyst
EY Global Delivery Services India Private Limited
2021.12 - 2022.10
US Tax Consultant II
Deloitte Tax India Private Limited
2019.05 - 2021.11
Senior Financial Consultant
ICICI Prudential Life Insurance Company
2018.05 - 2019.05
PGDM (finance & Marketing) -
Jaipuria Institute of Management, Lucknow
Bachelor of Commerce -
National P.G. College, Lucknow
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