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Roshni Kumari

@roshnikumari

US tax associate candidate with banking and P&L experience who completed Form 1040, Schedule C/SE, and Form 1065 tax simulations.

India

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What I'm looking for

I'm seeking a US Tax Associate role where I can apply my analytical, reconciliation, and compliance skills.

I completed practical US tax simulations covering Form 1040, Schedule C/SE, and Form 1065 with Schedule K-1. In one project, I modeled a return combining W-2 salary and 1099-NEC income, calculated self-employment tax, and determined the final tax liability.

For a partnership tax simulation, I prepared book-to-tax reconciliation adjustments for a two-partner LLC and modeled pass-through income allocations. I also generated individual Schedule K-1 summaries.

At Bhushan Healthcare (VLCC Franchise), I owned centre P&L activities, including budgeting, revenue planning, and profitability analysis. I created Power BI dashboards to track revenue, cost, and margin, reducing the reporting cycle by 20%.

At HDFC Bank, I managed a ₹100 Cr portfolio of corporate and retail clients and supported sales, retention, and onboarding. I also bring experience in AP/AR reconciliation, payroll processing, and Advanced Excel, and am seeking a US Tax Associate role.

Experience

Work history, roles, and key accomplishments

Relationship Manager

HDFC Bank

Mar 2025 - Dec 2025 (9 months)

Managed a ₹100 Cr portfolio of corporate and retail clients, driving relationship growth and revenue. Sold banking products and cross-sold loans and credit cards to meet sales targets.

Sales Customer Relationship Management Portfolio Management Cross Selling Lead Generation Fixed Deposits Recurring Deposits (RD)SIP Home Loans Car Loans Gold Loans Credit Cards Documentation Credit Coordination

Sales Strategy Analyst

Jiyonwall

Feb 2024 - May 2024 (3 months)

Prepared weekly forecast and benchmarking reports for a sales strategy team. Conducted market research and data analysis to support strategic decisions.

Forecasting Benchmarking Market Research Data Analysis Reporting

Executive Trainee

BYJU'S

May 2022 - Jun 2022 (1 month)

Completed corporate training on products, sales process, and customer engagement. Supported customer outreach and lead follow-ups while learning CRM and reporting practices.

Sales Training Customer Engagement Lead Follow Up CRM Reporting

Centre Manager

Bhushan Healthcare

Aug 2019 - Mar 2022 (2 years 7 months)

Owned full centre P&L, managing budgeting, forecasting, and profitability analysis. Led the centre team, handled AP/AR reconciliation, and created Power BI dashboards to track revenue and cost.