Zalak Thakkar
PricewaterhouseCoopers
East Orange,NJ
12
years of professional experience
Experienced tax professional with approximately 6+ years of expertise in US taxation and accounting, specializing in corporate and partnership tax compliance, multi-state tax preparation, advisory services, and engagement management. Currently pursuing CPA certification to further enhance technical proficiency and support strategic tax planning initiatives.
Work History
Senior Associate
11 Months- Provide tax compliance and consulting services to private equity funds, investment entities, and portfolio companies.
- Prepare and review federal and state tax workpapers, partnership returns, and Schedule K-1s.
- Analyze partnership allocations, investor activity, and fund-level tax data for accurate tax reporting.
- Support tax matters related to acquisitions, dispositions, restructurings, and other PE transactions.
- Analyze complex fund structures, including holding companies, blockers, and portfolio investments.
- Coordinate with client teams and PwC specialists to resolve tax issues and meet reporting deadlines.
- Manage multiple PE engagements and deliverables in a fast-paced, deadline-driven environment.
Senior Associate - Tax
3 Months- Demonstrated expertise in corporate taxation (Forms 1120 and 1120S) with a focus on dealership clients, including preparation of federal and Wisconsin (WI) state tax returns, as well as C-Corp workpapers.
- Skilled in using CCH Axcess and Caseware to prepare and review tax compliance documents and supporting schedules.
Assistant Manager - Tax
2 Years 6 Months- Experience in partnership taxation (Form 1065) and corporate taxation (Form 1120), including extensions, composite, and withholding filings for federal, state, and local tax compliance.
- Handled multistate tax returns across nearly all U.S. jurisdictions, ensuring compliance with varying state-specific regulations and filing requirements.
- Collaborated with clients to deliver tailored tax advisory solutions, identifying and resolving complex tax issues in partnership with cross-functional teams.
- Coordinated with Global Engagement Managers and Coordinators to ensure efficient planning, execution, and delivery of tax engagements.
- Conducted training sessions on client and engagement management concepts to enhance team skills and promote operational excellence.
- Reviewed tax engagement deliverables for accuracy and compliance, while mentoring team members on best practices and quality standards.
US Tax Staff
2 Years 8 Months- Successfully led assignments for 150+ clients, including high-net-worth entities with global operations, managing and reviewing diverse US business tax returns such as Forms 1120 (C-Corporation), 1120-S (S-Corporation), and 1065 (Partnership). Additionally, possess a foundational understanding of Individual (Form 1040) tax returns.
- Prepared and filed various 1099 forms, including 1099-NEC and 1099-MISC, ensuring accurate reporting and adherence to IRS regulations.
- Advised clients on company formation processes across multiple US states, drafting essential documents and providing tailored support to meet their business needs.
Deputy Manager
9 Months- Analyzed client businesses to deliver tailored working capital solutions across fund and non-fund products, including Cash Credit, Demand Loans, Buyers Credit, PCFC, LC, and BG.
Accounts Manager
1 Year 2 Months- Prepared financial statements in compliance with the Companies Act, 2013, and applicable AS/IND AS standards. Executed financial analysis, including ratio analysis, sales forecasting, and budgeting, to support strategic decision-making.
Internship
3 Years- Managed tax return filing and tax audits for partnership firms, individuals, companies, and LLPs.
Education
Certified Public Accountant - USA
Cleared FAR & TCP - Preparing for REG & AUD
Enrolled Agent
Cleared Part 2 & 3 - Preparing for Part 1
Master of Science in Mgmt Accounting
Master of Commerce - India
Chartered Accountant - India
Cost and Management Accountant - India
Bachelor of Commerce - India
Skills
Experienced with tax software including CaseWare
Drake
Lacerte
CCH Axcess
CCH ProSystem fx
ONESOURCE Income Tax
and GoSystem Tax RS for preparing and reviewing U.S. tax returns.
Leverage AI and automation tools to streamline tax workflows
analyze data
improve efficiency
and support accurate preparation and review of tax deliverables.
Accomplishments
- Academic Excellence: Secured 2nd rank at the state level in the Cost and Management Accountant (ICMAI) examinations, reflecting academic excellence and dedication.
- Professional Recognition: Received the EY GDS Recognition Award for outstanding performance and leadership in successfully delivering results for three complex client engagements.
Timeline
Senior Associate
PricewaterhouseCoopers
09.2025 - CurrentRead More
Senior Associate - Tax
BAKER TILLY ADVISORY GROUP, LP
06.2025 - 09.2025Read More
Assistant Manager - Tax
ERNST & YOUNG GDS
11.2022 - 05.2025Read More
US Tax Staff
INFINITY GLOBUS ACCOUNTANTS PVT LTD
02.2020 - 10.2022Read More
Deputy Manager
ICICI BANK LTD
04.2019 - 01.2020Read More
Accounts Manager
SHREE EXPORT
01.2018 - 03.2019Read More
Internship
SHAH SOMANI & CO
08.2014 - 08.2017Read More
Gujarat University
Bachelor of Commerce from India
Read More
ICMAI
Cost and Management Accountant from India
Read More
ICAI
Chartered Accountant from India
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Gujarat University
Master of Commerce from India
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Bradley University
Master of Science in Mgmt Accounting
Read More
IRS
Enrolled Agent
Read More
AICPA
Certified Public Accountant from USA
Read More