@surbhijain6
Tax Associate at PwC SDC preparing and reviewing partnership and corporate tax returns.
IndiaAt PwC SDC, I prepare and review partnership and corporate tax returns, extensions, and notices using IRS and OneSource. I work with engagement teams to analyze client tax situations and tax optimization strategies.
Earlier, I assisted with state tax returns and renewal applications as a Tax Intern at PwC SDC, and coordinated data-driven visualization development at TCS. At Simply Invest, I advised on loan terms and stock and bond placements.
Work history, roles, and key accomplishments
Prepared and reviewed partnership and corporate tax returns, extensions, and notices under IRS and OneSource. Worked directly with engagement teams to analyze client tax situations and optimize strategies.
Assisted in preparing state tax returns and renewal applications. Learned client work quickly and supported the team in generating revenue.
Simply Invest
May 2022 - Jul 2022 (2 months)
Achieved monthly sales targets and advised on negotiations for loan terms and placement of stocks and bonds.
Coordinated development and deployment of data-driven and salable data visualizations. Organized team meetings and prepared minutes.
Degrees, certifications, and relevant coursework
Advanced Tax Preparation, Tax
Completed the Advanced Tax Preparation course in 2025.
AWS, Cloud Computing
Completed the AWS certification in May 2023.
Master of Business Management, Finance & International Business
2021 - 2023
Pursued a Master of Business Management with a focus on Finance and International Business from 2021 to 2023.
Business Analytic, Business Analytics
Completed the Business Analytic course in 2023.
GDC FieldOps Cadet Training Program, Field Operations
Completed the GDC FieldOps Cadet Training Program in 2022.
Financial Analyst, Finance
Completed the Financial Analyst certification in June 2022.
MS Office Pro, Information Technology
Completed the MS Office Pro course in 2022.
Software and tools used professionally
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