Shaoni Deb

Experienced Tax Senior Associate with 7+ years of expertise in Global Mobility Services (GMS), currently pursuing the Enrolled Agent (EA) credential with Part III successfully cleared. Specialized in individual taxation for expatriates, expatriates, and high-net-worth individuals, with extensive experience in managing complex tax engagements, reviewing U.S. individual tax returns, and handling initial to mid-level processing of Foreign Entity Information Returns from frontload through review stages. Proficient in CCH Access and skilled in engagement management, mentoring junior team members while maintaining high standards of quality and compliance.

Recognized for strong time management skills, attention to detail, and a commitment to delivering accurate tax solutions and exceptional client service.

Tax Senior Associate – Global Mobility Services - Viaflo Partners - Kolkata

(2022-05)

• Handling U.S. Federal (1040, 1040-NR) & State tax returns for expatriates, inpatriates, and high net worth individuals (complex K-1 intensive engagements.); currently in the role of reviewing U.S. tax returns for expatriate/inpatriate individuals.
• Part of a specialized team identifying, preparing and reviewing foreign entity informational forms (5471, 8865, 8858, 3520 & 3520-A) for the past 4+ years.
• Proficient in CCH Access Tax Software.
• Conduct classroom training sessions to explain complex tax concepts to new joiners.
• Actively contribute to workplace engagement initiatives by organizing and volunteering for company events and team activities.

Tax Associate I & II – Global Mobility Services - PwC India Acceleration Center - Kolkata

(2018-11 - 2022-04)

• Prepared individual tax returns for inpatriates, expatriates and high net worth clients.
• Developed strong technical proficiency in CCH Access Tax Software and U.S. individual tax compliance procedures.

Master's degree - Commerce - Calcutta University (2017 - 2018)

Bachelor's degree - Accounting - Serampore College (2013 - 2016)