Vaibhav Sharma
Jaipur, Rajasthan
Summary
Experienced US federal tax professional with close to 3 Years of experience in Form 1065 preparation for Private Equity and Hedge funds. Skilled in accurate income reporting, deduction allocation, and IRS compliance. Proficient in tax workpapers, adjustments, and Schedule K-1s
Overview
2
2
years of professional experience
3
3
years of post-secondary education
1
1
Certification
2
2
Languages
Work History
Senior Executive, Tax Services, Form 1065
Back Office IT Solutions Pvt. Ltd.
Jaipur
10.2023 - Current
- Prepared and filed Form 1065 for Private Equity funds and Hedge funds, accurately reporting income, deductions, and allocations in compliance with IRS regulations.
- Preparation of federal tax workpapers and tax adjustments ( Schedule M-1).
- Prepare Schedule K-1s, ensuring accurate and equitable income distribution among partners in accordance with partnership agreement and tax regulations.
- Calculations of book to tax adjustments, trading and non trading income and stuffing provision.
- Form 1099s.
- E-mail client communication.
Process Associate-Tax Services, Form 1065
Formidium India Pvt.Ltd. (Sudrania Fund Services)
Jaipur
11.2021 - 10.2023
- Prepare and review partnership tax returns (Form 1065) for a diverse client base, ensuring compliance.
- Static data from W8/W9 forms.
- Preparation of federal tax workpaper.
- Managed accounts payable and receivable processes, reconciled bank statements.
- Utilize tax preparation software, such as [CCH Axcess], to complete tax returns efficiently and accurately.
- Generate and distribute schedule K-1s for investors.
- E-filing of tax returns.
- Hands-on experience in private equity fund accounting.
- Managed end-to-end private equity fund accounting processes, overseeing the recording of financial transactions, reconciliation of accounts, and preparation of financial statements in compliance with industry standards.
Education
Bachelor of Commerce -
Poornima University
07.2014 - 05.2017
Skills
Proficient inundefined
Certification
Accounting for Funds: Private Equity
Timeline
Senior Executive, Tax Services, Form 1065
Back Office IT Solutions Pvt. Ltd.
10.2023 - Current
Accounting for Funds: Private Equity
09-2023
Process Associate-Tax Services, Form 1065
Formidium India Pvt.Ltd. (Sudrania Fund Services)
11.2021 - 10.2023
Bachelor of Commerce -
Poornima University
07.2014 - 05.2017
Similar Profiles
Kavita NandalKavita Nandal
TEAM LEAD (10 Years & 11 Months) at Techblue Software Pvt Ltd. TBL offer both front office property management & back office accounting.TEAM LEAD (10 Years & 11 Months) at Techblue Software Pvt Ltd. TBL offer both front office property management & back office accounting.
Isaac MarquezIsaac Marquez
Office Assistant at Back Office Support And SolutionsOffice Assistant at Back Office Support And Solutions
Aira Maris LageraAira Maris Lagera
Senior Mortgage Broking Assistant at VBP Back Office SolutionsSenior Mortgage Broking Assistant at VBP Back Office Solutions