Pavithra Kumar
Chennai
Summary
Experienced USA Taxation Executive with 8+ years in complex tax environments. Proficient in taxation software for process efficiency and compliance. Demonstrated success in improving tax strategies for financial gains. Seeking to utilize advanced skills in taxation software for the strategic growth of a forward-thinking company.
Overview
10
10
years of professional experience
Work History
Senior Tax Executive
Elevation Tax and Accounting Pvt Ltd.
06.2022 - Current
- Company Overview: Elevation provides tax, accounting, and administrative services to US-based CPA firms.
- Worked under Desroches Partners.LLP (CPA Firm, Texas) for past 3 years in ETA.
- Ensure timely and accurate preparation, review, and filing of various tax returns, including Individual (Form 1040), Estate & Trust (Form 1041), Partnership (Form 1065), and Corporate (Forms 1120 S and 1120), Return of Organization Exempt from Income Tax (Form 990).
- Fixing tax issues, posting JE's, organizing workpapers.
- Worked closely with U.S Partners and U.S senior tax managers in collaboration to meet client requirements.
- Review tax returns prepared by junior staff for accuracy and mentored.
- Implement quality control processes to ensure high-quality deliverables.
- Designed and led interviews for technical candidates as part of the hiring team and collaborated with HR to improve the technical screening process.
Taxation Executive (Reviewer Level 2)
Wolters Kluwer (Formerly Xpitax)
06.2017 - 05.2022
- Reviewed U.S. Individual Returns, Trust and Partnership (Simple returns).
- Prepared and filed complex U.S. tax returns for individuals, corporations, and partnerships, ensuring compliance with current tax laws and regulations.
- Utilized excel and other tools to organize and analyze financial data for accurate reporting and efficient tax planning.
- Engaged with the US team on client follow-ups and understanding client expectations.
- Played a key role in onboarding and training freshers.
Contract Preparer (Associate)
Xpitax Solutions Private
12.2016 - 04.2017
- Preparation of U.S federal and state individual tax returns, including forms 1040 and 1041.
Analyst Intern
Siva & Associates
11.2015 - 11.2016
- Preparation of ITR, Auditing, Stock auditing.
- Assisted in Company Registration.
- Handled company accounts.
Education
Cost Accountant -
ICMAI
Chennai, India06-2016
Bachelor Degree - Accounting & Finance
SSS Jain College
Chennai, India07.2015
Skills
- US Tax Return Preparation & Review (1040, 1041, 1065, 1120, 1120-S)
- Financial Analysis : Reviewing TB, updating M1 Adjustments, AJE's & FTJE's
- Client Collaboration : Effective communication with US partners & tax senior managers
- Microsoft office
Tools & Softwares
- CCH Axcess
- Prosystem FX
- Lacerte
- Ultra tax
- CCH Engagement
- Fixed asset
- Workflow
Languages
English
Advanced (C1)
Tamil
Bilingual or Proficient (C2)
Timeline
Senior Tax Executive
Elevation Tax and Accounting Pvt Ltd.
06.2022 - Current
Taxation Executive (Reviewer Level 2)
Wolters Kluwer (Formerly Xpitax)
06.2017 - 05.2022
Contract Preparer (Associate)
Xpitax Solutions Private
12.2016 - 04.2017
Analyst Intern
Siva & Associates
11.2015 - 11.2016
Cost Accountant -
ICMAI
Bachelor Degree - Accounting & Finance
SSS Jain College
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