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