Tax Accountant

Asmita Bedekar

CPA, MST

San Jose, 408-***-**** (C) *************@*****.***

Professional summary

CPA licensed in the state of California.

* ***** ** *********** *** compliance experience with private client services.

Skills

Comprehensive understanding of tax planning for HNW individual clients.

Strong knowledge of hedge fund K-1s and foreign tax compliance.

Proficient with RIA checkpoint, Lacerte, BNA and MS-Office.

Detail oriented, motivated individual with strong communication skills.

Experience

Tax staff, McCabe & Totah LLP, San Jose Since August 2017

● Prepare and/or review individual tax returns and supporting tax work papers, including foreign disclosures on forms 5471,5472, 8938, 2555, FinCen 114, 926, 8621(PFICs), 8865.

●Collaborate with the senior partner on IRS & FTB examinations (audit issues - passive losses, income sourcing to state, private investment write-off, tax basis)

●Prepare tax projections and related estimated payments for HNW individual clients.

● Track outside tax basis for individual clients based on partnership K-1s.

● Prepare partnership, fiduciary, corporate and private foundation tax returns.

● Respond to notices from federal and state tax authorities.

Staff Accountant, Naresh Arora & Gulrajani, CPA, Santa Clara Jan 2015 - Dec 2016

●Prepared federal and multistate tax returns for corporations, partnerships, LLCs and HNW individuals including foreign disclosures

●Delivered and closed streamlined compliance procedure for individuals with foreign financial assets.

●Researched legislation on federal and state tax issues to identify nexus issues.

●Compiled and reviewed financial statements as per US GAAP for corporations with GR<=$75 mn

Volunteer Tax preparer, Jessie Tax Services, Sunnyvale Tax season 2011,2012,2013

● Documented paperwork for tax filing.

● Interviewed clients and recorded information in Proseries tax software.

Education

Dec 2014 San Jose State University, Masters of Science in Taxation

Nov 2007 Institute of Chartered Accountants of India, Chartered Accountant

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