CCH
Amit Agarwal
Summary
Accomplished US Tax Assistant Manager ( EA certified ) with a Masters in accounting and an effective US tax knowledge. Managed large HNI Clients usually Partners and Director of various Firms
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Associate
PricewaterhouseCoopers
12.2021 - Current
- Enroll Agent (completed 2023 June)
- Responsible to review 1040,1041, 709, 706 returns state and federal for HNI ( Partner and directors ) Responsible to review taxpayer support documents , Returns , notices and any further communication to IRS and taxpayer.
- Responsible to review 1065 Schedule K1 and report them on 1040 forms for the partners engaged in Investment Management activities.
- Responsible for preparation of Estimate and Extensions as required by IRS.
- Analyzing if a U.S. Tax Payer qualifies any obligations and is compliant to attached additional Forms such as 1099, 4562, 8886, 8949, and so on as required by IRS
- Responsible to review foreign form such as 114, 8621, 8938, 8865 and 1116.
- Review the tax return completely before filing it to IRS and check if the reporting is done correctly.
- Responsible Annual technical training as refresher and new hirers for gift tax and sureprep.
- Responsible to train new hires in the team for on boarding.
- TTT Certified - This is the "Train-the-Trained" certificate provided by Firm.
Tax Senior
Deloitte Tax LLP
05.2018 - 11.2021
- Campus hire and part of CSR 17 Batch
- Prepared tax returns, extensions, tax planning calculations,
- Reviewed clients tax workpapers thoroughly to determine eligibility for additional tax credits or deductions, or Foreign Filing
- Worked on tax notice and Abatement
Intern
Aviva Life Insurance
04.2017 - 05.2018
- Financial Advisor to the clients with respect to Life insurance.
- Work on Project: "Portability of Life Insurance".
Education
PGDM - BIFAAS (Finance) - Financial Management
Siva Sivani Institute of Management
Hyderabad04-2018
B.com (Computers) - Commerce
Aurora's Degree College
Hyderabad04-2016
Skills
Advance Excel
State and Federal Returns
L&D
Certification
- Enrolled Agent
- Advance Excel
Software
Sureprep
GoSystems
BNA
Timeline
Senior Associate
PricewaterhouseCoopers
12.2021 - Current
Tax Senior
Deloitte Tax LLP
05.2018 - 11.2021
Intern
Aviva Life Insurance
04.2017 - 05.2018
PGDM - BIFAAS (Finance) - Financial Management
Siva Sivani Institute of Management
B.com (Computers) - Commerce
Aurora's Degree College