Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic
Vartika Sahu

Vartika Sahu

Raipur

Summary

Accomplished Tax Consultant with a proven track record at Entigrity, adept in preparing complex tax returns and leveraging CCH software for optimal compliance. Demonstrates exceptional adaptability and client communication, ensuring accuracy and confidentiality. Excelled in multitasking and team collaboration, significantly enhancing tax solutions and client satisfaction.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Tax Consultant

Entigrity
Indore
01.2022 - Current
  • Prepared and reviewed federal and state income tax returns, as well as multi-state returns for individuals, corporations, partnerships, trusts, and other entities. (1040, 1041, 1065, 1120, and 1120S).
  • Possess sound knowledge of various schedules of 1040 that include Sch A, B, C, D, and E (especially business income, rental income, and K-1 income).
  • Possess sound knowledge of corporate returns that include Schedules M-1, M-2, and Sch L (balance sheet), along with their reconciliation.
  • Created detailed work papers to support client tax filings.
  • Proficient in using CCH tax software for tax preparation and compliance.
  • Analyzed complex financial information to identify potential tax issues and develop appropriate solutions.
  • Provided technical support in the preparation of quarterly estimated taxes and extensions.
  • Reviewed client documents to ensure the accuracy of the data used in preparing tax returns.
  • Communicated regularly with clients regarding questions or concerns about their individual or business taxes.
  • Proficient in preparing different reconciliation Excel sheets to cross-check outputs in the tax software, whether it is related to 1040 individual income, rental income, business income, or K-1 income.
  • Participated in meetings with clients to discuss their specific needs regarding taxation planning.
  • Generated estimates for estimated payments due, based on projected income levels over different periods.
  • Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.
  • Able to prepare detailed and accurate tax projections for future years.
  • Maintained strict confidentiality of client information by following privacy laws and regulations.

Tax Associate

PWC India LTD
Bangalore
06.2022 - 12.2022
  • Play an integral role in PWC’s core Tax service provided to Australian clients – preparation of tax returns and processing of tax documents, etc.
  • Perform work and process-related deliverables by standard engagement instructions.
  • Prepare the Australia tax return using software – APS, Xero, and M-files.
  • Compiled data from clients to accurately complete tax forms.
  • Created spreadsheets detailing income sources, deductions, credits, and estimated payments.
  • Perform a self-review of the deliverables to ensure expected quality standards.
  • Contribute to team discussions, and share knowledge for the benefit of the group.
  • Respect and maintain the confidentiality of client, staff, and firm information.

Education

MBA - Finance

IFIM College
Bangalore
10-2022

B.com Hons - Banking And Finance

Kalinga University
Raipur
04-2020

Higher Secondary School - Commerce

Maharishi Vidya Mandir
Raipur
04-2017

Skills

  • Time management
  • Adaptability
  • Client communication
  • Team collaboration
  • Multitasking

Accomplishments

  • Honored with Team Player Award after successful Tax Season (January 2024)
  • Received appreciation from CPA for Excellent deliverables
  • Excellent academics record for securing Top positions. (12th, B.com & MBA)

Certification

  • Pursuing EA

Timeline

Tax Associate

PWC India LTD
06.2022 - 12.2022

Tax Consultant

Entigrity
01.2022 - Current

MBA - Finance

IFIM College

B.com Hons - Banking And Finance

Kalinga University

Higher Secondary School - Commerce

Maharishi Vidya Mandir

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Vartika Sahu