Tax Associate Senior Staff

CHARU VERMA

New Jersey • 517-***-**** • ************@*******.*** • linkedin.com/in/charu-verma19

PROFESSIONAL EXPERIENCE

Berkowitz Pollack Brant, New York

Tax Associate January 2025- Present

• Prepared federal and state tax returns for partnerships, corporations, individuals, and estates using CCH Axcess, ensuring compliance with current tax laws and filing deadlines.

• Created and reviewed detailed workpapers to support tax positions, leveraging CCH Engagement to document findings and maintain organized client files.

• Assisted in end-to-end tax return processing from initial data gathering to e-filing, coordinating with senior staff to resolve open items and ensure accurate reporting. Grant Thornton, New Delhi, India November 2022 – November 2023 Senior U.S. Tax Associate

• Prepared and filed tax returns for Individuals (1040), Partnerships (1065/ K-1), Corporations (1120), State and Local Taxes (SALT) and FBAR using GoSystems Tax RS software and Thomson Reuters. Also handled forms 8865, 5471, 5472 and worked on amnesty clients thereby enhanced analytical skills

• Strengthened excel skills by proficiently utilizing Track 1099 software to process 1099 forms.

• Utilized strong communication and problem-solving skills to resolve IRS notices by drafting letters or telephone conversations with IRS on behalf of clients, to build trust and strengthen client relationships Bank of America, New Delhi, India November 2021 – November 2022 Team Associate, Fraud Detection

• Executed various types of checks including BA convenience, deposits and cashier using HMS software to detect fraudulent checks which helped verifying the authenticity of check and ensuring compliance

• Investigated customer transaction using Boss Fast software to analyze transactions and distinguish factual from non-factual entries, boosting my analytical skills and earning recognition as a super performer twice

• Authenticated ON US checks using Image View, mitigating fraud and gained skills in digital verification. EDUCATION

Michigan State University, Eli Broad School of Business, East Lansing, MI December 2024 Master of Science, Accounting – Taxation

Delhi University, Shaheed Bhagat Singh College, New Delhi, Delhi. May 2019 Bachelor of Commerce Honors

SKILLS

Computer Software: CCH Axcess, Engagement, Checkpoint, Bloomberg, Thompson Reuters, GoSystem, Tableau Languages: English (Fluent), Hindi (Native), Punjabi (Native), Spanish (Intermediate) CERTIFICATIONS

Certified Public Accountant Expected Summer 2025

LEADERSHIP and AWARDS

Volunteer Income Tax Assistance (VITA) January 2023 – Present Volunteer

Bank of America June 2022, July 2022, August 2022

Employee of the Month

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