Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Isha Priya

Isha Priya

Pune

Summary

I am a Tax Associate, developing a well-rounded tax foundation by preparing various tax returns, tax planning, and special projects for tax engagements within a variety of industry niches. Knowledgeable about tax laws related to all reporting entities, and texting authorities to prioritize and manage assignments of varying sizes and complexity within the 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 the 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
1
1
Certification

Work History

Tax Associate

Trowbridge
03.2023 - Current
  • Experience in preparing U.S./U.K. tax returns: Forms 1040, 1041, 1042, and 1065.
  • Experience in preparing U.S./U.K. 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 like CCH Central, CCH Axcess, and 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 the 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 analyzed 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 the 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, guiding 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
Bangalore

BBA - Honours

Techno India College Main
Kolkata

High School Diploma -

D.A.V. Public School
Bokaro

Skills

  • Tax preparation
  • Tax compliance
  • Tax research
  • Tax planning
  • Financial analysis
  • Client management
  • Attention to Detail

Certification

  • Quality Management Foundations
  • Economic Indicators
  • Data Visualization
  • Project Portfolio Management Foundations

Timeline

Tax Associate

Trowbridge
03.2023 - Current

Tax Associate

PwC
6 2022 - 02.2023

MBA - Finance And Marketing

CMS Jain Deemed To Be University

BBA - Honours

Techno India College Main

High School Diploma -

D.A.V. Public School

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Isha Priya