Swarnali Mallick
Barasat
Summary
Specialist 2 at Vialto Partners in Kolkata, India, recognized for strong problem-solving abilities and a proactive approach to complex challenges. Proven track record in delivering innovative solutions that enhance efficiency and productivity. Skilled in collaborating with cross-functional teams to meet strategic objectives and improve operational performance. Dedicated to continuous improvement and promoting a culture of excellence within organizations.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Specialist 2
Vialto Partners
Kolkata
11.2023 - Current
- Frontload easy-to-medium files for both Canada and the U.S.
- Preparation of Canadian federal and Quebec tax returns (T1 and TP1).
- Preparation of U.S. federal, state, and local tax returns (Form 1040 and 1040-NR, dual status return).
- Preparation of amended tax returns for both Canada and the US (Form T1ADJ and 1040X).
- Preparation of FBAR and 8938.
- Preparation of U.S. Form 3520 and 3520-A.
- Prepared CRA and IRS tax notices (FTC, Other Deductions, Balance Due).
- Some extent of billing work.
Intern
Indian Bank
- SIP Organization: Indian Bank
- Duration: 2 months.
- Project Title: Financial Planning for Salaried Employees and Strategies for Tax Savings.
Education
MBA - Marketing & Finance
Institute of Engineering & Management
Kolkata01.2023
B.SC - Physiology Hons.
Surendranath College
Kolkata01.2020
Higher Secondary - Science
Barrackpore Ramakrishna Vivekananda Mission Vidyabhavan
01.2016
Secondary -
Barrackpore Ramakrishna Vivekananda Mission Vidyabhavan
01.2014
Skills
- Microsoft Office - MS Word, MS Excel, MS PowerPoint
- Tax software - CCH iFirm, CCH Axcess, M-Files
- Communication skills
- Positive attitude
- Strong work ethic
Certification
- Certified course on Tax Virtual Experience Program from PWC.
- Certified course on Tax Virtual Experience Program from KPMG.
- Certified course on Personality & Proficiency Development from CS Partner.
- Certified course on TCS, iON Career edge-young professional from TCS, iON
Hobbies and interests
- Experimenting with different kind of cuisines.
- Participating in singing competitions.
Languages
Bengali
First Language
English
Advanced (C1)
C1
Hindi
Upper Intermediate (B2)
B2
Accomplishments
- Recognized by the 'Value Award' for outstanding teamwork, collaboration, quality, and productivity for the months of February and April 2025
- Recognized with the 'Extra Milestone Award' for exceeding performance, quality, and meeting strategic deadlines for the month of March 2025
Projects
- Transformation project - time and motion study
Timeline
Specialist 2
Vialto Partners
11.2023 - Current
Intern
Indian Bank
MBA - Marketing & Finance
Institute of Engineering & Management
B.SC - Physiology Hons.
Surendranath College
Higher Secondary - Science
Barrackpore Ramakrishna Vivekananda Mission Vidyabhavan
Secondary -
Barrackpore Ramakrishna Vivekananda Mission Vidyabhavan
Similar Profiles
Gizil Kemahlı MathesonGizil Kemahlı Matheson
Immigration Associate – Germany Market at Vialto PartnersImmigration Associate – Germany Market at Vialto Partners
Mayurkumar SonarMayurkumar Sonar
Tax Associate 2 at VIALTO PARTNERSTax Associate 2 at VIALTO PARTNERS
AKANKSHA KALIAAKANKSHA KALIA
Manager Accounts Payable at Vialto PartnersManager Accounts Payable at Vialto Partners
Rachit VakhariaRachit Vakharia
Tax Senior Manager - Global Mobility at Vialto PartnersTax Senior Manager - Global Mobility at Vialto Partners
Soumyajit RoySoumyajit Roy
Vice President – Strategic Partner Alliances (Consultant) at PL Capital Asset Management Pvt. Ltd.Vice President – Strategic Partner Alliances (Consultant) at PL Capital Asset Management Pvt. Ltd.