Yamuna Iskala
Hyderabad,TELANGANA
Summary
Experienced and motivated Tax Consultant with a strong 5-year track record in contributing to the growth of tax services companies. Efficiently prepares state and federal tax returns for individuals, corporations, partnerships, and Tax-exempt Organizations. Skilled in identifying unclaimed deductions and maximizing tax refunds to ensure clients receive the most advantageous outcomes.
Overview
5
5
years of professional experience
1
1
Certificate
Work History
Tax Reviewer
Pacific Global Solutions
10.2022 - Current
- Managed multiple client accounts simultaneously, prioritizing tasks effectively to meet deadlines.
- Reduced stress for clients by providing assurance that their taxes were being reviewed thoroughly and accurately before submission.
- Minimized errors in tax returns by diligently checking calculations and cross-referencing financial documents.
Tax Associate
iLead Tax LLC
11.2019 - 09.2022
- Experience in Reviewing Federal and State Tax returns
- Reviewing & assisting Individual Income Tax Returns form 1040, 1040NR and 1040X
- Reviewed client's tax filing papers thoroughly to determine eligibility for additional tax credits or deductions
- Reviewing Schedules like Schedule 1, 2, 3 and Schedule A to E, depending on client requirements
- Prepared written responses or tax return amendments to resolve state and federal notices
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement
- Offered clients recommendations to reduce tax liabilities
- Interacting with clients to obtain additional information on taxable income and deductible expenses
- Ensure the filing is done within the promised time
- Basic Knowledge on 1065,1120-S, 1120 and 990 returns preparation
- Built and maintained comprehensive tax work-papers for individual clients, ensuring accuracy, traceability, and compliance.
- Documented tax adjustments, reconciliations, and client correspondence in a clear, reviewer-friendly format.
- Demonstrated efficiency in using tax software and Excel to streamline work-paper preparation and minimize review time.
Education
Bachelor of Science - Science
SPY Reddy Degree College
Nanyal04.2009
High School Diploma -
Govt Jr College
Kurnool04.2006
High School Diploma -
Z.P.H. School
Nandikotkur05.2004
M. Com - Financial Accounting
Jain University
HYDERABAD04.2025
Skills
- Tax compliance assessment
- Tax provision preparation and analysis
- Efficient document management
- Leadership qualities
- Self-motivation and initiative
- Goal setting and achievement
Certification
- Tax Intern, iLead Tax LLC
- Tax Associate, iLead Tax LLC
- Tax Reviewer, Pacific Global Solutions
- Certified QBO ProAdvisor
Languages
English
Hindi
Telugu
Timeline
Tax Reviewer
Pacific Global Solutions
10.2022 - Current
Tax Associate
iLead Tax LLC
11.2019 - 09.2022
Bachelor of Science - Science
SPY Reddy Degree College
High School Diploma -
Govt Jr College
High School Diploma -
Z.P.H. School
M. Com - Financial Accounting
Jain University
Accomplishments
- Prepared and reviewed over 500+ federal and state tax returns, including Forms 1040, 1040-NR.
- Successfully identified unclaimed deductions and credits, increasing client refunds and reducing tax liabilities.
- Improved team efficiency by streamlining tax workflow processes, reducing review time and increasing accuracy.
- Demonstrated consistent performance during busy season deadlines while maintaining high-quality output.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Affiliations
- While I’m not formally affiliated with any organizations at the moment, I actively follow industry updates through platforms like the IRS website, NATP newsletters, and tax-focused webinars. I’m planning to join a professional tax association in the near future to expand my network and continue developing my expertise.
Work Preference
Work Type
Full TimeWork Location
On-SiteRemoteHybridImportant To Me
Work-life balanceCareer advancementCompany CultureFlexible work hoursHealthcare benefitsPersonal development programsTeam Building / Company RetreatsWork from home optionQuote
"The hardest thing in the world to understand is the income tax."
Albert Einstein
Software
Pro-connect, Pro-series, Lecert, Drake and Ultra Tax
Interests
"I’m interested in US taxation, particularly in tax planning and staying up to date with new regulations Outside of work, I enjoy reading, especially non-fiction, and exploring new places"
Education Summary
- M. Com, Jain University, Pursuing
- Enrolled Agent, Pursuing
- Degree, SPY Reddy Degree college, Nandyal
- Junior College, Govt Jr College, Kurnool
- School, Z.P.H. School
Phone
+91, 9491412574
Personal Information
- Husband's Name: Badam Anil Kumar
- Date of Birth: 08/22/89
Professional Highlights
- Tax Return Preparation: Proficient in preparing individual federal and state tax returns, with working knowledge of corporate, partnership, and tax-exempt filings.
- Tax Planning & Strategy: Skilled in developing strategies to reduce liabilities and maximize deductions/credits.
- Tax Compliance: Well-versed in U.S. tax laws and compliance procedures, including preparation and filing of Forms 1040, 1040-NR, FBAR, and FATCA reports.
- Credits & Deductions: Specialized in identifying and applying tax credits and deductions like Section 179 and R&D.
- Tax Software Proficiency: Skilled in Proconnect, Proseries, Lecerte, Drake and Ultra tax to streamline tax preparation.
- Client Relationships: Strong ability to build relationships and provide tailored tax solutions.
- Tax Research: Up-to-date with tax law changes, conducting research to resolve complex tax issues.
- Workpapers & Documentation: Ensures audit-ready workpapers and accurate supporting documentation for tax returns.
Similar Profiles
Dinesh MakwanaDinesh Makwana
Sr. Account Analyst at Pacific Global SolutionsSr. Account Analyst at Pacific Global Solutions
Charles BaptistaCharles Baptista
Business Development Specialist at Pacific Global SolutionsBusiness Development Specialist at Pacific Global Solutions
AKSHAY KAJARAKSHAY KAJAR
Specialist Accounts-Operations at Pacific Global Solutions LtdSpecialist Accounts-Operations at Pacific Global Solutions Ltd