Stock Plan Cost Basis

Jobanjit Singh

Contact No: +1-917-***-****

E-mail: ****************@*****.***

Education

Baruch College, Zicklin School of Business, CUNY (New York, NY) Bachelor in Business Administration in Accounting. May 2021 Long Island City School (Astoria, NY)

Advanced regent diploma and seal of Biliteracy June 2017 Experience

Morgan Stanley December 2022- April 2024

Tax Analyst - Non- U.S Stock Plan/ U.S Stock Plan

● Assist in Canadian Prelim Tax form verification NR4,T5008..etc, assuring system were reporting/ withholding correctly.

● Perform monthly reconciliation of NRA and Federal withholdings, assuring withholdings are deposited correctly to the IRS.

● Assist in reporting CRS/ FATCA to Australian Tax office, assuring all client information is reported correctly

● Assist in preparing and mailing out T3 return to clients and CRA.

● Review 1099 and 1042’s tax forms, assuring clients information is being reported correctly to the IRS.

● Assist in reviewing cost basis reporting, assuring correct cost basis calculation and information is reflecting

● Sort all Canadian CRA mail letters and respond to them. KKM CPA Associates PLLC ( Certified Public Accountant) October 2021- December 2022 NATURE OF ASSIGNMENTS / RESPONSIBILITIES HANDLED: -

● Individual, Corporation & Partnership Tax Return preparation (Form 1040, 1120,1120S, 1065).

● Sales and Occupancy Tax Return preparation and Filing.

● Payroll Return preparation and Filing.

● Preparing W-2, 1099-Misc & 1099-NEC andu filing at the end of year.

● Accounting and bookkeeping and finalization of books.

● Preparing notice replies.

● Prepare Monthly quarterly and annual documentation of tax payments.

● Prepare and Review of tax returns and other projects, including communicating with clients, identifying and solving complex issues and monitoring the efficient completion of engagements.

● Maintain and reconcile State Unemployment Insurance (SUI) rates in appropriate systems. Technical Skills

● Technically proficient Intuit Quick Book, Ultra Tax Software, CS Planner Software, FCS, Jira.

● Microsoft Office (Excel, Word, Power Point, Outlook).

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