Summary
Overview
Work History
Education
Skills
Affiliations
Desiredlocations
Additionalinformation
Countryofcitizenship
Availability
Training
Languages
Timeline
Generic
Sri Charan P

Sri Charan P

Hyderabad

Summary

Senior Tax Analyst/ Expert with strong analytical and technical skills. Demonstrates proven to think proactively, handle pressure and deadlines and communicate with clients and tax authorities.

Overview

3
3
years of professional experience

Work History

Senior Tax Analyst

iLead Tax LLC
09.2023 - Current
  • Roles and responsibilities: Filing taxes for HNI clients based in US, Planning their taxes, Incorporating new business in US, Training new interns, Handling escalations

Senior Tax Analyst\ Research Analyst

Universal Financials \ Metafin Consulting LLC
Hyderabad
09.2021 - 09.2023
  • Filing tax returns for people based in the US and advising US individuals how to save in their future returns and clear their doubts if they have any regarding their owe or refund position
  • Forms worked on - 1040, 1040-NR, 1040-SR, SCH-C, 1065, 1120, 1120-S, 3520, 709, 843, 8316, 114, 8621, 1116 & 2555
  • Researching various publications, articles & inflations that the IRS GOV releases year on year
  • Projects: EBP Auditing Worked for CBIZ MHM regarding an EBP Audit project where I do different types of testing such as contribution testing, investment testing & remittance testing.

Education

EA (Enrolled Agent) - Taxation

Ilead Tax Academy
Hyderabad, TG

Degree (B. Com) -

Gitam university

Diploma -

TRR College of Technology

Skills

  • Tax Advisor
  • Research & development
  • Filing tax returns
  • Advising US individuals on tax savings
  • Forms worked on: 1040, 1040-NR, 1040-SR, SCH-C, 1065, 1120, 1120-S, 3520, 709, 843, 8316, 114, 8621, 1116 & 2555
  • Researching IRS publications, articles, and inflations
  • EBP Auditing
  • Contribution testing
  • Investment testing
  • Remittance testing
  • Filing taxes for HNI clients
  • Tax planning
  • Incorporating new business in US
  • Training new interns
  • Handling escalations
  • Knowledge in Regional Level Application Software (RLAS)
  • Knowledge in Lacerte, Intuit Pro Connect, and Drake software
  • Typing speed: 35 words per minute

Affiliations

Data Collector

Desiredlocations

No preference for certain state

Additionalinformation

Knowledge in the Regional Level Application Software (RLAS) Knowledge in lacerte, intuit pro connect& Drake software's, 35 words per minute

Countryofcitizenship

India

Availability

Permanent, Full Time

Training

Interviewing and hiring techniques

Languages

English
Advanced
C1
Hindi
Advanced
C1
Telugu
Proficient
C2

Timeline

Senior Tax Analyst

iLead Tax LLC
09.2023 - Current

Senior Tax Analyst\ Research Analyst

Universal Financials \ Metafin Consulting LLC
09.2021 - 09.2023

EA (Enrolled Agent) - Taxation

Ilead Tax Academy

Degree (B. Com) -

Gitam university

Diploma -

TRR College of Technology
Sri Charan P