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Surbhi Rai

@surbhirai

US Taxation Associate at Kotir Solution LLP managing 60+ client tax preparations each season and resolving IRS and state notices.

India
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At Kotir Solution LLP, I manage tax preparation for 60+ clients each season, from document intake through filing. I prepare Form 1040 returns, including Schedule C and Schedule E, and handle extension filings.

I research and resolve IRS and state tax notices, including sales tax and state unemployment insurance notices. I also handle US payroll tax compliance and state and local sales tax filings.

In QuickBooks, I perform bookkeeping and reconciliations, and I review prior-year returns to catch discrepancies before filing. I also handle Workers’ Compensation and Insurance Audits by reviewing payroll, sales and supporting financial records.

At Shailaja Balamurali & Co., I prepared GST returns and handled TDS compliance, assisted with Income Tax Return filings, and prepared AOC-4 and MGT-7 filings. I also performed society and internal audits and assisted with statutory audit procedures and documentation.

Experience

Work history, roles, and key accomplishments

Education

Degrees, certifications, and relevant coursework

University of Mumbai logoUM

University of Mumbai

Bachelor of Accounting & Finance, Accounting & Finance

Grade: CGPA 8.5

Bachelor of Accounting & Finance (BAF) degree from the University of Mumbai, completed in 2022 with a CGPA of 8.5.

BC

B.N.N. College

Higher Secondary Certificate, General Studies

Grade: 73%

Higher Secondary Certificate (HSC) from B.N.N. College, completed in 2019 with 73%.

VS

VEM School

Secondary School Certificate, General Studies

Grade: 80%

Secondary School Certificate (SSC) from VEM School, completed in 2017 with 80%.

Tech stack

Software and tools used professionally

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