Headline

Tax Associate II, ITAX GES- RSM US LLP (USI) (Ex- PWC, Vialto Partners)

About

As a tax professional, I leverage my deep understanding of U.S. tax complexities to meticulously frontload, prepare and finalize Individual income tax returns for both expats and inpats. My expertise spans Federal and multi-state tax compliance, ensuring comprehensive and accurate filings. In addition to my U.S. tax specialization, I've honed my skills in UK individual tax, contributing to successful tax seasons over the course of three years. My experience working with diverse teams has sharpened my ability to navigate complex tax scenarios, delivering precise and timely results for my clients.

Location

India

Work experience

Tax Associate II at RSM US LLP, Sep 2024 - Oct 2025 · 1 yr 2 mos, Kolkata, West Bengal, India

Tax Associate at Vialto Partners, May 2022 - Sep 2024 · 2 yrs 5 mos, -Working on Form 1040 for expat/inpat assignees - Need assessment and preparation of the necessary forms/ schedules and supplementary sheets -Prime focus on complex returns with requirements of FBAR, 8938, Form 8621-PFIC Reporting - Upfront review of the Client Organizer and Documents shared in the first go, - Coordination with the assignees to gather the data at every step of progress.

Tax Associate at PwC AC Kolkata, Jun 2021 - Apr 2022 · 11 mos, - Prepared 1040 returns for expat/inpats - Dealt with returns on FTCs, 911, FBAR, 8938 - Organised assignees documents

Financial Management Intern at IIFL Securities, Aug 2020 - Sep 2020 · 2 mos, -Educated clients on mutual funds and investment options. -Facilitated the opening of new Demat accounts. -Analyzed financial data and market trends. -Collaborated on strategy and risk assessment. -Gained practical insights into financial management.

Financial Analyst at Talent Corner HR Services Pvt Ltd, May 2020 - Jun 2020 · 2 mos, -Analyzed financial statements to assess industry performance and growth. -Conducted in-depth studies of various industries to identify trends and opportunities. -Evaluated companies' financial health and growth potential. -Gained practical experience in financial analysis and industry research.

Education

Master of Business Administration - MBA, Finance and Marketing, Army Institute of Management, Kolkata

Bachelor of Commerce, Accounting and Finance, University of Allahabad