Tax Associate Ii
Bengaluru, Karnataka, India
Managed US and UK individual taxation for a high-volume engagement with over 1500+ tax returns annually, serving as the primary contact for 50+ assignees.Led the frontloading and optimisation of US federal and state taxation, in addition to UK tax returns, conducting research to determine the most beneficial taxpayer positions.Prepared accurate tax settlement calculations, including payments and refunds, and addressed complex VIP tax returns. Drafted responses to federal and state tax notices, effectively handling assignee inquiries and resolving issues.Trained and mentored junior team members in tax technical concepts and settlement policies, enhancing team expertise. Prepared and optimised various tax forms, including 1040, 8938, 8621 (PFIC), 1116, and 2555, along with claims of rights, 901, and 911 for individual tax returns.Managed the tracking and follow-up of tax refund payments, receivables, and tax settlements.Assisted international travellers with cross-border assignments by managing income tax responsibilities, including year-end tax filings and resolving tax-related queries.