Diksha Saxena
Appleton,WI
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
10
10
years of professional experience
Work History
Associate 1 (US Taxation)
KPMG Global Services Private Limited
Haryana, India
04.2023 - 03.2024
- Prepared Federal & State Tax Returns for Form 1065
- Used organization specific tools-GORS, AMP & Orion for recording, storing, updating the client’s data & for e-filing the Return
- Worked on Workpapers like M-3, 8949, Book to Tax Reconciliation, Beam Reports
- Worked on K-03 Equity Allocations File.Updated data for numerous investors in a single file
- Prepared realized report, unrealized report, combined report, dividend income & expense testing reports
- Printed XMLs for Tax Returns through GORS & BOT Software
- Cleared diagnostic errors & qualified the Federal & State Tax Returns & created E-file.
Finance Trainee
CA Sahil Gupta & Co.
Uttar Pradesh, India
12.2020 - 12.2021
- Filing of GST Returns, Individual Returns
- GST Registration/generation of E-Way Bill
- Accounting
- Taxation (Tax Audits & Statutory Audits)
- Preparation of Project report and projected financial statements
- Preparation of net worth certificate of individuals and companies.
CA Articleship
Agarwal Neeraj (Shiv) and Associates
Uttar Pradesh, India
10.2014 - 09.2016
- Preparation & Filing of Income Tax Returns for Individuals & Companies
- Preparation of TDS Returns
- Accounting
- Taxation related work
- Experience of Bank Audit.
CA Articleship
R. Vidyarthi & Co.
Bareilly, India
10.2013 - 09.2014
- Taxation, Audit (Tax audits & Statutory audit), Accounting, Finance & Cost management
- Accounting of college, petrol pumps, 100% religious trust and clubs
- Experience of conducting tax audits and company audits and VAT audit.
Education
CA-Finals Preparation -
ICAI
01.2020
CPA- Attempted FAR -
AICPA
CA-IPCC -
ICAI
CA-CPT -
ICAI
Masters in Commerce -
MJPRU
Bachelor in Commerce -
MJPRU
Higher Secondary -
ISC
Secondary -
ICSE
Skills
- Tally
- Busy Win
- Compu Tax
- Good communication skills
- Good command on MS Office
- Completed Computer trainings
- Indirect Taxation (GST) knowledge
- Ability to handle heavy work load
- Student Mentoring
- Document Preparation
- Tax Return Preparation
- Individual returns preparation
- Tax advising
- Financial statement review
- Relationship Building
Accomplishments
- Completed Stock Market Course by CA Aditya Jain.
- Completed Tally ERP 9 (GST Enabled) Course.
- Completed MS Excel Course by CA Anurag Singal.
- Certificate of Participation in National Conclave held by Bareilly branch in January 2017.
- Received certificate of appreciation for outstanding work during Articleship.
- Winner of the quiz contest held by Bareilly branch of ICAI in 2012.
- Won many Prizes at school level in various competitions.
Languages
- English
- Hindi
Hobbies and Interests
- Collecting Coins
- Dancing
- Listening Music
- Travelling
- Drawing
- Playing Badminton
- Internet Surfing
Disclaimer
I do hereby declare that all the information furnished above is true and complete to the best of my knowledge and belief.
Timeline
Associate 1 (US Taxation)
KPMG Global Services Private Limited
04.2023 - 03.2024
Finance Trainee
CA Sahil Gupta & Co.
12.2020 - 12.2021
CA Articleship
Agarwal Neeraj (Shiv) and Associates
10.2014 - 09.2016
CA Articleship
R. Vidyarthi & Co.
10.2013 - 09.2014
CA-Finals Preparation -
ICAI
CPA- Attempted FAR -
AICPA
CA-IPCC -
ICAI
CA-CPT -
ICAI
Masters in Commerce -
MJPRU
Bachelor in Commerce -
MJPRU
Higher Secondary -
ISC
Secondary -
ICSE