Isha Priya
Pune
Summary
I am a Tax Associate, develops well rounded tax foundation by preparing various tax returns, tax planning and special projects for tax engagements within variety of industry niches. Knowledgeable of tax laws related to all reporting entities and texting authorities to prioritize and manage assignments of varying sizes and complexity within schedule and budget. High-performing Tax assistant proficient at preparing complete and accurate tax returns. Knowledgeable in overseeing all paperwork for tax preparation. Excellent planning, problem-solving and decision-making strengths and experienced in latest tax codes and changes. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
2
2
years of professional experience
4
4
Certifications
Work History
Tax Associate
Trowbridge
03.2023 - Current
- Experience in preparation of US/UK Tax Returns - UK forms, Form 1040, and 1041, 1042, 1065.
- Worked on UK Interest, UK capital gain, UK dividends, HMRC sheets, partnership income, etc
- Experience in preparing US/UK tax returns for high-net-worth individuals
- Assisting fellow team members with tax concepts and best practices
- Drafting Missing Information
- Managing email communication from clients
- Experience with tax software such as CCH Central, CCH Axcess, iManage.
- Worked on forms 8833, 3520, 8858, FinCEN Form 114, and Form 8938, etc
- Front-loading tax returns
- Preparation of P60, P45, UK contributions, Cross-border Tax Returns, Remittances, and Arising basis
- Preparation of PDF work papers from scratch, Excel work papers, T-letters, draft Tax returns, and Tax return packaging.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Analyzed financial statements to identify potential discrepancies or opportunities for improved tax planning strategies.
- Contributed to overall team success by consistently meeting or exceeding performance metrics for quality, productivity, and client satisfaction.
- Collaborated with senior Tax Associates to develop solutions for complex tax issues, ensuring compliance and minimizing liabilities.
- Enhanced client tax savings by identifying and implementing effective tax strategies.
- Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry, and technical matters to remain current on tax legislation.
- Helped individuals build legacies through estate and gift tax planning, charitable giving, and philanthropy services.
- Streamlined tax preparation processes for increased efficiency and accuracy in filing returns.
- Analyzed financial records to verify accuracy of tax returns.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Maintained compliance by adhering to current tax laws and regulations.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Calculated estimated tax payments for clients.
Tax Associate
PwC
6 2022 - 02.2023
- Reviewed and analyzed client data and accurately prepared tax returns
- Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, Industry and technical matters to remain current on tax legislation
- I have worked on Tax Form 1040, 1041, 1065, 1120, 709, 990pf and Foreign Forms 926.
- Analyzed financial statements to identify potential discrepancies or opportunities for improved tax planning strategies.
- Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
- Managed portfolio of assigned clients'' accounts, monitoring deadlines, payments, refunds, and other critical aspects of their financial health.
- Utilized tax software to prepare returns and meet deadlines.
- Prepared US, multistate, and international tax returns for business clients.
Education
MBA - Finance And Marketing
CMS Jain Deemed To Be University
04.2022 -
BBA - Honours
Techno India College Main
04.2020 - undefined
High School Diploma - undefined
D.A.V. Public School
04.2017 - undefined
Skills
Tax Return Preparation
Tax Form Completion
Client Tax Services
Critical Thinking
Microsoft Excel
Digital Marketing
MS Word
Data Gathering
Interpersonal skills
Team Training
Handled manipulate analyzed data and information responsibly
Communicate confidently, concise and in articulate manner
Tax Research
Certification
Quality Management Foundations
Languages
English
Hindi
Timeline
Tax Associate
Trowbridge
03.2023 - Current
MBA - Finance And Marketing
CMS Jain Deemed To Be University
04.2022 -
BBA - Honours
Techno India College Main
04.2020 - undefined
High School Diploma - undefined
D.A.V. Public School
04.2017 - undefined
Tax Associate
PwC
6 2022 - 02.2023
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