ULTRA TAX
VAIBHAV SARODE
Enrolled Agent (IRS)
Pune
Summary
Chartered Accountant and Enrolled Agent (USA) with over 9 years of experience in U.S. taxation. Specialized in expatriate, international, and corporate tax compliance for individuals and entities with cross-border filing requirements. Extensive hands-on expertise in Forms 1040, 1120, 1065, 5471, and 5472, as well as FBAR, FATCA, and DTAA compliance. Skilled in client advisory, complex return review, and cross-border tax planning with a proven record of managing high-net-worth and foreign-owned entity portfolios.
Overview
15
15
years of professional experience
3
3
Languages
Work History
Senior Tax Accountant
Online Taxman
05.2023 - Current
- Manage end-to-end U.S. tax compliance for expatriates, entrepreneurs, and corporations with foreign ownership.
- Prepare and review Form 1040, 2555, 1116, 8833, 8621, and Form 5471 for controlled foreign corporations.
- Handle corporate clients under Forms 1120, 1065, and 5472, including entity structuring for non-residents.
- Coordinate with clients for international disclosure filings – Form 8938 (FATCA), FinCEN 114 (FBAR), and Form 3520.
- Assist in IRS correspondence and support reasonable cause penalty abatement requests.
- Collaborate with management to refine internal workflows, onboarding, and cross-team quality controls.
Vice President – Tax Management
Billion BaseCamp
04.2020 - 04.2023
- Led the U.S. tax division serving HNIs and expats; supervised individual and corporate return preparation.
- Prepared and reviewed Form 1040, 1040NR, 1040X, and related schedules.
- Filed corporate returns (Forms 1120, 1065) and assisted with EIN applications (SS-4).
- Managed international information reporting – Forms 5471, 3520, 8938, and FBAR.
- Advised clients on residency planning, DTAA reliefs, and investment structuring.
- Trained staff in U.S. tax software (Thomson Reuters UltraTax) and ensured timely e-filing of federal and state returns.
- Supported business development in client onboarding and compliance documentation.
Assistant Manager – Taxation
H&R Block
06.2015 - 03.2020
- Prepared and reviewed U.S. federal and state returns for expatriates and high-net-worth clients.
- Worked on Forms 1040, 1116, 2555, 8938, 3520, and FBAR; calculated quarterly estimates and extensions.
- Managed a portfolio of Indian taxation clients, including scrutiny assessments and capital gains.
- Conducted technical interviews and training for new hires; coordinated with IT for software updates before tax season.
Article Assistant
CA Abhay Shastri & Associates
08.2010 - 08.2013
- Supported bookkeeping and compliance reviews.
- Supported audit processes by preparing financial documents and coordinating with team members for timely completion.
- Assisted in the preparation of tax returns, ensuring compliance with regulations and enhancing accuracy in submissions.
Education
Enrolled Agent (EA) - US Taxation
Internal Revenue Service
USA05-2025
Master of Commerce - Cost Accounting and Taxation
Savitribai Phule Pune University
Pune, India10.2016
Chartered Accountant (CA) - Taxation And Audit
The Institute of Chartered Accountants of India
India07.2015
Bachelor of Commerce - Accounting, Auditing & Taxation
Pune University
Pune, India04.2012
Skills
Software
Timeline
Senior Tax Accountant
Online Taxman
05.2023 - Current
Vice President – Tax Management
Billion BaseCamp
04.2020 - 04.2023
Assistant Manager – Taxation
H&R Block
06.2015 - 03.2020
Article Assistant
CA Abhay Shastri & Associates
08.2010 - 08.2013
Master of Commerce - Cost Accounting and Taxation
Savitribai Phule Pune University
Bachelor of Commerce - Accounting, Auditing & Taxation
Pune University
Enrolled Agent (EA) - US Taxation
Internal Revenue Service
Chartered Accountant (CA) - Taxation And Audit
The Institute of Chartered Accountants of India