Overview
Work History
Education
Skills
Timeline
Generic

MUHAMMAD SAYA

Atlanta,GA

Overview

10
10
years of professional experience

Work History

Tax Manager

Marcum LLP
07.2023 - 05.2024
  • Reviewed federal and state tax returns, extensions, and quarterly estimates for HNW and UHNW individuals
  • Managed, directed, and monitored multiple client engagement teams to maintain active communication and manage client expectations for enhanced satisfaction
  • Led and supervised a group of tax professionals
  • Conducted in-depth research on tax issues, delivering optimal solutions and recommendations to clients
  • Successfully resolved notices and assessments by managing protests, appeals, and payments with taxing authorities.

Tax Manager

CohnReznick LLP
01.2022 - 07.2023
  • Collaborated effectively with associates, senior associates, managers, and partners across various teams
  • Managed all aspects of client relationship
  • Reviewed individual and trust tax returns prepared by staff & seniors
  • Assisted teams in fulfilling international tax reporting obligations
  • Conducted training sessions on individual income tax returns for both experienced staff and new hires
  • Compliance – Respond and resolve IRS and state tax inquiries.

Senior Tax Associate

Ayco
07.2019 - 01.2022
  • Directed and reviewed 1040 & 1041 returns for HNW individuals
  • Prepared schedules to assist team members with complex tax needs and income tax returns
  • Member of the foreign reporting services team specializing in International Tax Compliance
  • Enhanced understanding of complex foreign tax issues by conducting critical reviews and research to identify appropriate tax reporting
  • Responded and resolved IRS and state tax inquiries.

Senior Tax Accountant

Visor
01.2017 - 07.2019
  • Prepared and reviewed 1040 returns for domestic and international clients, and non-resident aliens
  • Analyzed an array of client's tax and financial items and suggest tax saving strategies
  • Experienced in various types of equity compensation, including ISO, NSO, RSU, and QSBS
  • Ran various valuation models for cryptocurrencies to minimize tax burden and optimize capital gains
  • Trained the staff on issues affecting individual income tax return and International Taxes.

General Manager

Liberty Tax
01.2014 - 12.2016
  • Involved in all aspects of business operations, including reviewing financial documents for tax preparation
  • Received recognition for resolving tax issues, conducting thorough research on tax-related inquiries, and creating organized schedules and summaries
  • Engaged in client interactions to respond to tax questions and seek clarification on information.

Education

Certified Public Accountant (CPA) Candidate

Enrolled Agent -

IRS

Business Intelligence / Data Analytics -

Emory University

MBA Finance -

Karachi Institute Of Economics And Technology

MA - Economics -

Karachi University

Bachelor of Commerce & Accounting -

Karachi University

Skills

  • CCH Axcess
  • GoSystems
  • GFR
  • CaseWare
  • SurePrep
  • RIACheckpoint
  • MS Office
  • Teams
  • Outlook
  • Foreign Reporting

Timeline

Tax Manager

Marcum LLP
07.2023 - 05.2024

Tax Manager

CohnReznick LLP
01.2022 - 07.2023

Senior Tax Associate

Ayco
07.2019 - 01.2022

Senior Tax Accountant

Visor
01.2017 - 07.2019

General Manager

Liberty Tax
01.2014 - 12.2016

Certified Public Accountant (CPA) Candidate

Enrolled Agent -

IRS

Business Intelligence / Data Analytics -

Emory University

MBA Finance -

Karachi Institute Of Economics And Technology

MA - Economics -

Karachi University

Bachelor of Commerce & Accounting -

Karachi University
MUHAMMAD SAYA