Surbhi Kapoor
New Delhi
Summary
US Tax Consultant with 2 years of experience in US Taxation, with experience working on mainly Partnership clients. Ethical and honest professional with great grasp of accounting and bookkeeping procedures paired with strong numeracy abilities. Looking to seek a challenging and rewarding career in finance.
Overview
5
5
years of professional experience
1
1
Certification
Work History
US Tax Consultant 1
Deloitte USI
05.2022 - Current
- Experience in preparing Partnership Federal and State returns (Form 1065), issuing Investor package to US and foreign investors, within required deadlines.
- Prepared Workpapers, Estimate letters, Federal and State Extensions for Partnerships (Form 7004).
- Some experience on Form 1120.
- Know-how of multiple accounting and tax filing softwares such as GoSystems, iPacs, K1g, Intela.
- Offered client support by working extensively for 80 hours week to meet client deadlines during peak season.
- Offered training workshop for new hires for tool K1g.
- Actively participated in CSR activities twice by recording audio books for visually challenged children.
Junior Branch Officer (Permanent)
Karnataka Bank
01.2020 - 06.2021
- Handled day-to-day branch operations
- Managed customer dealing
- Responsible for cashier's desk
- Cleared Probationary Officer (PO) exam.
Compliance Analyst
Aptara
07.2019 - 08.2019
- Responsible for proof-checking financial data received from US clients
- Ensuring procedures met industry compliance standards.
Data Analyst Intern
Maquet Medical Pvt. Ltd.
05.2019 - 06.2019
- Analysis of sales data using statistical techniques
- Used averages, pivot tables, charts and diagrams
- Determined eciency of sales and marketing employees.
Education
US CPA (Certified Public Accountant) -
11.2021
Masters in Commerce -
Amity University
09.2019
Bachelors in Commerce (Honours) -
University of Delhi
05.2017
Skills
- Financial accounting and reporting
- Statistical Analysis
- MS Office
- Good communication skills
- Ability to meet set deadlines
- Self-driven and motivated
Certification
- The Complete Financial Analyst, Udemy, 2021, Present, Excel, Accounting, Financial Statement Analysis, Business Analysis, Financial Math, PowerPoint
- Junior Associate of Indian Institute of Bankers (JAIIB), Indian Institute of Banking (IIBF), 01/16/21
- Certification in Financial Markets(Capital Markets), National Stock Exchange, 11/06/18
Volunteership
- Umeed A Drop of Hope NGO, Go Green, 06/01/17, 08/01/17
- Umeed A Drop of Hope NGO, Knowledge for All, 02/01/17, 05/01/17
Personal Information
Title: TAX CONSULTANT | ACCOUNTANT | BANKER
Timeline
US Tax Consultant 1
Deloitte USI
05.2022 - Current
Junior Branch Officer (Permanent)
Karnataka Bank
01.2020 - 06.2021
Compliance Analyst
Aptara
07.2019 - 08.2019
Data Analyst Intern
Maquet Medical Pvt. Ltd.
05.2019 - 06.2019
US CPA (Certified Public Accountant) -
Masters in Commerce -
Amity University
Bachelors in Commerce (Honours) -
University of Delhi
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