Marlin Lobo

Detail-oriented US Tax Associate with 2 years of experience in US individual taxation and 1 year of customer service experience. Experienced in preparing and reviewing Form 1040 returns and related schedules, analyzing W-2s, 1099s and supporting tax documents, and applying IRS guidelines and compliance procedures. Skilled in tax documentation review, tax planning support, IRS notice responses, quality review and deadline-driven tax return processing.

Proficient in ProConnect and Lacerte, with strong analytical, organizational and communication skills and the ability to maintain accuracy and productivity during peak tax seasons.

Advanced Tax Analyst 2 at RIGHT TAX MATE INDIA PRIVATE LIMITED (2023 – 2025)

• Prepared and reviewed US Individual Tax Returns (Form 1040 and related schedules), ensuring completeness, accuracy and proper documentation.
• Analyzed W-2s, 1099s and other financial documents to identify relevant income, deductions and tax information for accurate reporting.
• Applied US tax laws and IRS guidelines while reviewing returns and supporting documents for compliance and quality standards.
• Managed multiple tax returns during peak seasons while meeting strict deadlines and maintaining high accuracy and productivity.
• Conducted detailed tax planning and tax-saving analysis to support clients in identifying potential tax benefits and improving tax outcomes.
• Prepared and managed IRS notice responses, ensuring required information was addressed and client tax matters were followed through to resolution.
• Reviewed tax returns prepared by junior team members and provided technical guidance to maintain consistency and quality standards.
• Performed detailed return and documentation checks to identify missing information, inconsistencies and potential filing issues before completion.
• Collaborated with team members to resolve tax-related queries and complete assigned returns within established turnaround expectations.
• Maintained organized tax documentation and work records to support efficient processing, review and follow-up activities.

Customer Service Associate at COGENT E SERVICES LIMITED (2022 – 2023)

• Resolved customer complaints and service-related queries through timely follow-ups and accurate documentation.
• Maintained accurate customer records and service documentation while handling multiple requests within expected timelines.
• Achieved performance and service quality targets through effective communication, attention to detail and consistent follow-through.
• Coordinated with internal teams to address customer issues and ensure timely closure of service requests.
• Developed strong customer communication, problem-solving and organizational skills that support client-focused tax operations.

BACHELOR OF COMMERCE – Mangalore University (2016 – 2019)

PRE-UNIVERSITY EXAMINATION – Karnataka (2014 – 2016)

SSLC – Karnataka Secondary Examination Board (2014 – 2014)