Ujwal P

Experience

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  Abhinava Events Private Limited

  Jul 2019 - Sept 2021

  Assistant Event Manager

  "Abhinava Events is a distinguished Event Management company situated in Mysore, renowned for its expertise in organizing corporate events, medical conferences, as well as national and international gatherings in prominent cities across India. We are committed to flawlessly translating your ideas into successful events."Financial Hub :* Skillfully managed bookkeeping functions, including invoicing, and expertly handled accounts payable and receivable. Supported the financial team with budget preparation, utilizing financial and commercial knowledge of sales transactions.* Oversaw company orders, expenditures, and sales, ensuring alignment with budget and revenue targets.Experience Realm : * Masterminded the planning and execution of events, tailoring each experience to customer requirements. * Coordinated various types of events, meticulously managing all details.* Developed and managed event budgets, optimizing resource allocation and cost-saving strategies. Negotiated and managed vendor partnerships to meet event requirements.* Led logistical efforts, from venue selection to transportation coordination, ensuring seamless on-site event management.* Worked seamlessly with cross-functional teams, combining financial expertise and event management skills to deliver exceptional event experiences. Show less

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  Global Value Add Inc.

  Jan 2023 - Apr 2023

  Tax Intern

  Client Interaction* Assist in client communication to collect financial and tax-related information.* Support in addressing client queries and concerns regarding their tax situation.* Maintain a client-centric approach, ensuring a positive client experience during information collection.Preparation of US Individual Tax Return ( Form 1040 )* Support the preparation of individual tax returns (Form 1040) for clients, considering income, deductions, credits, and tax liability.* Learn and stay updated on tax laws and regulations.* Assist in reviews to minimize errors and optimize tax outcomes for clients.Preparation of US Small Business Tax Return ( Form 1065, Form 1120 and 1120-S )*Assist in preparing small business tax returns (Form 1065 for partnerships and Form 1120 for corporations) under guidance, in compliance with tax laws.* Contribute to the analysis of financial statements, business expenses, and revenue to report taxable income.* Collaborate with team members to organize necessary documentation for tax return preparation. Show less

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  Global Value Add Inc.

  Jun 2023 - now

  Tax Associate

  MyTaxFiler, headquartered in Plano, has been offering comprehensive tax planning and filing solutions for businesses and individuals since its establishment in 2008. With a team of dedicated CPAs, their services are available 24/7 and have expanded to cover multiple major cities in the US and India. In addition to tax services, they now offer assistance with business formations, bookkeeping, payroll management, and a wide range of other financial solutions.Roles and Responsibilities :Client Interaction for Tax Information Collection:* Communicate with clients to gather relevant financial and tax-related information.* Clarify any queries or concerns clients may have regarding their tax situation.* Maintain a client-centric approach, ensuring a positive and professional experience throughout the information collection process.Preparation of Individual Tax Returns (Form 1040,1040 NR,1040 SR and 1040 X):* Accurately prepare and review individual tax returns (Form 1040,1040 NR,1040 SR and 1040 X) for clients, considering income, deductions, credits, and tax liability.* Stay updated on tax laws and regulations to maximize deductions and credits for clients.* Conduct thorough reviews to minimize errors and optimize tax outcomes for clients.Preparation of Small Business Tax Returns (Form 1065, Form 1120 and 1120-S):* Skillfully prepare and review small business tax returns (Form 1065 for partnerships and Form 1120 for corporations) in compliance with tax laws.* Analyze financial statements, business expenses, and revenue to accurately report taxable income.* Collaborate with business owners or financial teams to ensure all necessary documentation is in order for precise tax return preparation. Show less