Senior Associate, Events & Operations
EY - India
Total years of experience :11 years, 7 Months
• Analyze client data, prepare documentation and will also validate the client data.
• Interact with US teams to follow up and request additional information required.
• Completes tax forms in accordance with policies and in compliance with legislation and regulations
• Conduct research on tax technical to acquire knowledge and new skills as and when required.
• Keeping organizations policies/process in compliance with client’s tax obligations.
• Strategizing with Client to minimize their tax liability
• Identifies potential tax credits and liabilities and ensures accurate and complete returns are filed in timely manner
• Preparation of US Federal 1040’s and State returns.
• Preparation of IRS prescribed forms such as FBAR (Foreign bank accounts reconciliations) and 8938(reporting of foreign financial assets)
• Preparation of extension tax liability projections for clients to estimate quarterly extension payments due
• Working on all necessary calculations such as Stock option exercises, capital gain/loss transactions etc. to arrive at the taxable income and taxes.
• Attend all training sessions conducted at the organization from time to time in order to improve tax technical knowledge and skills.
• Managed Cash and Bank accounts.
• Managed Accounts receivables & payables.
• Reconciled Bank and Vendor accounts.
• Processed Brokerages to and from customers.
• Ledger scrutiny and trial balance checking.
• Service tax and E-Tds file updation.
• Checked Service Tax & TDS fulfillment of customers.
• Overall office administration and management.
• Trained colleagues & Trainees on various accounting & finance tasks.
• Reported fluctuation in budget and actuals to management, if any.
• Always tried to keep the cost within and below budget.