Summary
Overview
Work History
Education
Timeline
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Kratika Gupta, EA

Hamilton,Bermuda

Summary

A hardworking and reliable US tax associate focused on going above and beyond to support the team and serve clients. A trained US tax professional and a good team player who is comfortable in partnering with others as well as working independently. A detailed-oriented performer who can multitask and meet deadlines. Motivated to continue to learn and grow as a tax professional.

Overview

7
7
years of professional experience

Work History

Tax Senior Consultant 3

EY Bermuda Ltd.
Hamilton, Bermuda
12.2019 - Current
  • Overseas experience (United States (US) and Bermuda, Bahamas, British Virgin Islands and The Cayman Islands (BBC)) experience in serving clients in the Wealth and Asset Management (WAM) industry which mainly includes hedge fund and private equity clients
  • Managed and coordinated tax compliance and advisory work for such clients.
  • Worked mainly on Federal income taxation, as well as exposure to state and local taxes.
  • Assisted on key client issues in Federal and State & local taxation, with a focus on implementing tax strategies that align with clients' business objectives.
  • Reviewed and prepared US partnership extension forms for federal as well as states.
  • Reviewed and prepared US partnership Federal K-1s, K-3s, as well as State K-1s.
  • Reviewed and prepared US partnership Federal (Form 1065) and various State returns
  • Worked on e-filing and have experience in handling various Federal and State e-file rejects and working on resolving them with the respective departments.
  • Worked extensively on K-1 suite, K-3 suite, and Aggregate template used for printing K-1s/K-3s.
  • Lead client data management and managing overall data warehouse of client tax-related information.
  • Managed multiple engagements, including continuously coaching staff, maintaining budgets, and providing updates to internal and external stakeholders.
  • Assisted EY senior management on client and engagement acceptance activities, including drafting Statement of Work, drafting pricing plan, etc. for various clients along with budgeting and resourcing
  • Rewarded with various RAC awards over the years and ovation award for effective client service and effective utilization throughout the year.

Tax Consultant II

Deloitte Tax Services India Pvt. Ltd.
05.2017 - 10.2019
  • Prepare and reviewed simple to complex returns and extensions for Partnerships (1065)
  • Prepare workpapers and generate reports in I-PACs software, which is used to prepare workpapers for large clients and handle huge data.
  • Knowledge of state and local tax codes and publications to prepare tax returns.
  • Work on Deloitte's key clientele and ensure the documents are prepared on time and according to the code, even during the busy tax season.
  • Worked on handling e-file State rejects for partnerships and worked on the same with various departments.
  • Rewarded with Spot Award for exceptional client service and quick turnaround of work at Deloitte, won Gold medal at CSR graduation ceremony after a training of 7 weeks to learn US tax concepts and gain experience in partnership and corporation tax rules and regulations.

Education

Enrolled Agent (IRS) – Licensed -

01.2024

Post-Graduation Diploma in Management, Finance -

Jaipuria Institute of Management
Jaipur, India
01.2017

Bachelor of Commerce -

SS Jain Subodh Girls College
Jaipur, India
01.2015

Timeline

Tax Senior Consultant 3

EY Bermuda Ltd.
12.2019 - Current

Tax Consultant II

Deloitte Tax Services India Pvt. Ltd.
05.2017 - 10.2019

Enrolled Agent (IRS) – Licensed -

Post-Graduation Diploma in Management, Finance -

Jaipuria Institute of Management

Bachelor of Commerce -

SS Jain Subodh Girls College

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Kratika Gupta, EA