Advanced Tax Associate

Shivani Kalshan, CPA

Tacoma, WA +1-253-***-**** *****.*********@*****.***

Summary:

Licensed CPA (USA) with over 7 years of experience in Accounting and Taxation, specializing in U.S Corporate Income Tax Compliance, showcasing a proven track record of meticulous attention to detail and delivering high- quality tax reporting work.

Education/Certifications:

• Certified Public Accountant – Licensed in Washington State – June 2024

• Master of Science in Accounting (in progress) – University of Washington, Tacoma – Expected March 2026

• Master of Commerce (Accounting & Business Management) – Kurukshetra University, India – June 2022

• CA – IPCC – The Institute of Chartered Accountants of India – August 2014

• Bachelor of Commerce (Accounting & Finance) – University of Mumbai, India – March 2013 Experience:

Ernst & Young Global Delivery Services India LLP, (100% U.S. Client base): April 2023-March 2025 Advanced Tax Analyst

• Assisted with the preparation and review of U.S tax returns (Form 1120, Form 1120-S, Form 1065) including foreign forms (Form 5471, Form 5472, Form 8858) for multi-state U.S corporations, ensuring accuracy and meeting deadlines.

• Prepared detailed Federal and State Estimates and Extension Payment workpapers and assisted with the preparation of Vouchers.

• Collaborated with support teams for importing clients’ data in tax software (E.g. OneSource Income Tax, GoRS, CCH Axcess) and generate reports, enhancing the efficiency of the tax filling process.

• Expertise in clearing e-file diagnostics of Consolidated Federal Returns, Consolidated State Returns and Extension vouchers along with submission to the respective jurisdictions.

• Expertise in raising cases with the tax software team for resolutions related to various e-file rejects/ e-file errors. KPMG Global Services Private LTD, (100% U.S. Client base): March 2022-December 2022 Tax Associate II

• Assisted with the preparation of U.S tax returns (Form 1120, Form 1120-S, Form 1065) including foreign forms (Form 5471, Form 5472, Form 8858) for multi-state U.S corporations, ensuring accuracy and meeting deadlines.

• Prepared detailed Federal and State Estimates and Extension Payment workpapers and assisted with the preparation of Vouchers. • Collaborated with support teams for importing clients’ data in tax software (Eg. OneSource Income Tax, GoRS, E-Forms) and generate reports, enhancing the efficiency of the tax filling process.

• Supported in detailed client record maintenance on KPMG in-house software (BTE), software rollouts and enhancement.

EXL Services (India) Private Limited: December 2017-May 2019 Financial Analyst

• Assisted with the preparation of monthly financials for Internal reporting and variance analysis on monthly basis. • Reviewed the accuracy of suppliers’ invoices, data and adequate authority for approvals prior processing invoices in NetSuite software.

• Coordinated with the requesters and hub contractors to ensure timely payments

• Assisted in verification and accounting of foreign transactions and obtaining necessary certificates.

• Collaborated with Bank Reconciliation Team for preparation and publishing of weekly MIS reports.

• Reviewed Accounts Receivable aging to ensure compliance.

• Assisted with the analysis of customer payments, tracking and updating daily cash deposit reports and monitoring customer account details for non-payments, delayed payments and other irregularities.

• Coordinated with Bank Reconciliation Team to reconcile outstanding accounts, resolve discrepancies and to process the refunds.

Kapoor and Parekh Associates Chartered Accountants: June 2013-June 2016 Audit Executive

• Conducted Statutory Audits complying Indian GAAP Accounting Standards, Tax Audits, Stock Audits and Limited Reviews for companies in service, manufacturing, real estate and e-commerce sector.

• Assisted with the preparation of financial statements as per Schedule III of Companies Act, Tax Audit reports along with relevant schedules and filing of Individual Tax Returns.

• Collaborated with Audit team to determine prices for International outward shipment movement for customs purposes. • Supported audit team with preparation of Scrutiny letters and Rectification letters.

• Analyzed TDS demands and tax refunds.

Technical Skills:

Corporate U.S Tax (Federal and SALT) OneSource Income Tax GoRS Microsoft Excel: VLOOKUP, Pivot Tables, Advanced formulas CCH Axcess Thomson Reuters Checkpoint Key Achievements:

• “Spot Awards” for Outstanding Performance - Ernst & Young Global Delivery Services India LLP

• “Archiever Extraordinaire” Award- Ernst & Young Global Delivery Services India LLP

• “Edge Award” for Partnership and Collaboration with global stakeholders and engagement teams- Ernst & Young Global Delivery Services India LLP

• “Rising Star Award” – KPMG Global Services Private LTD

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