Summary
Overview
Work History
Education
Skills
Websites
Timeline
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AJAY KUMAR PENDEM

Denton,TX

Summary

Highly skilled and experienced Senior Tax Consultant with 5 years of comprehensive expertise in tax planning, compliance, and strategy implementation. Adept at analyzing complex tax issues, guiding clients through intricate tax regulations, and optimizing financial outcomes. Seeking to contribute my exceptional tax knowledge and leadership abilities to a dynamic organization.

Overview

4
4
years of professional experience

Work History

Sr Tax Financial Consultant

Eisner Amper
07.2022 - 05.2023
  • Build impactful relationships with new and existing clients and maintain relationships with firm leadership
  • Run client engagements from start to finish, including planning, executing, directing, and completing tax projects on time, within budget, and up to management standards
  • Review tax returns completed by staff, making recommendations regarding accuracy and savings opportunities
  • Nurturing and developing client relationships and building a thorough knowledge of all facets of their business
  • Responsible for business and individual; tax planning, tax returns, and consulting projects
  • Planning, scheduling, and executing client engagements and being proactive in identifying potential obstacles and solutions
  • Communicating engagement expectations and ensuring all clients and team members are clear on goals, budget, timelines, and invoicing
  • Actively updating firm processes to maintain maximum efficiency
  • Research and consult on various tax matters and respond to IRS and other tax authority inquiries when requested
  • Brainstorm new ideas and propose innovative solutions to problems
  • Mentor and coach junior team members & Facilitated communication between clients and tax authorities.

TAX ASSOCIATE

GVA BUSINESS SOLUTIONS (MYTAXFILER)
07.2019 - 06.2022
  • Individual tax return preparation of resident (1040) and non-resident (1040 NR) tax returns, amendment returns,2555 exclusion tax returns, dual status returns, and ITIN applications
  • Mutual fund calculations and PFIC 8621 reporting (mark to mark & excess distributions)
  • FBAR & FATCA reporting
  • Handling IRS & STATE notices
  • Good at tax planning for clients based on income levels
  • Make clients within IRS tax compliance and rules & regulations
  • Reviewed clients' tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.

Education

Master of Science in Business Analytics -

University of North Texas
Denton, TX

Master of Business Administration &PGPM (finance & operations) -

GIBS Business School
01.2019

Bachelor of Commerce (B. Com) -

Kakatiya University
01.2016

High school -

Board of Intermediate
01.2012

Matriculation (S.S.C) -

01.2010

Skills

  • SQL
  • CCH TAX
  • GOSYSYERMS
  • SUREPREP
  • DRAKE
  • LECERTE
  • MS OFFICE

Timeline

Sr Tax Financial Consultant

Eisner Amper
07.2022 - 05.2023

TAX ASSOCIATE

GVA BUSINESS SOLUTIONS (MYTAXFILER)
07.2019 - 06.2022

Master of Science in Business Analytics -

University of North Texas

Master of Business Administration &PGPM (finance & operations) -

GIBS Business School

Bachelor of Commerce (B. Com) -

Kakatiya University

High school -

Board of Intermediate

Matriculation (S.S.C) -

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AJAY KUMAR PENDEM