Ankita Tripathi

Dynamic Tax Associate with extensive experience at PwC, specialising in the preparation of complex tax returns and K1 forms. Proficient in Go System and MS Excel, excels in tax compliance and stakeholder communication, ensuring timely deliverables and enhancing operational efficiency. Highly organized and dedicated to achieving optimal results in asset management.

Tax Associate II & III - PwC - Bengaluru, Karnataka

(2024-07)

• Preparation of Federal Form 1065 and Form 1120 for Partnerships and LLCs, combined returns.
• Preparation of Schedule K-1 and K-3's along with footnotes for partners and experienced in K-1 generation tool i.e. TRACK.
• Conduct training sessions for new hires on technical US tax topics and internal processes.
• Prepared tax workpapers, including tax allocation of distributive share of partners' income and expenses, and conducted Book to Tax reconciliation on Schedule M-1 and Schedule M-3, alongside depreciation, extensions, estimate, and E&P workpapers.
• Preparation of foreign filing reporting Form 8865, 5472 & others.
• Preparation of 1042-S in 1099 Pro tool.
• Conducted REIT testing using Alteryx software to verify compliance with regulations and mitigate potential risks.
• Prepare and review Federal and state returns, fund-level, depreciation, Estimate and E&P workpapers
• Managed asset and wealth portfolios to optimize client investment strategies.

Tax Associate I - PwC - Bengaluru, Karnataka

(2023-05 - 2024-07)

• Preparation of Federal Form 1065, Form 1120 and state tax returns for Partnerships and Corporations. Preparation of workpapers, Allocate partners' income and loss using waterfall allocation and target allocation method.
• Prepared Schedule K-1's, Schedule K-3's, footnotes and supplemental forms.
• Utilizing tax software, including Go System, to prepare federal, state, tax returns, prepare depreciation reports, and calculate estimated tax and process filings.
• Preparing quarterly estimated tax workpapers and vouchers.
• Managed asset and wealth portfolios for clients, ensuring optimal investment strategies.

MBA - Finance - ICFAI (2023-01)

BBA - Finance - Kurukshetra University (2020-01)