Shreya Satija

Enrolled agent with IRS - 7+ years of experience in US taxation with Deloitte

Tax Manager (Enrolled Agent) at Deloitte Tax Services India Private Limited (2019-06 – Present)

Leading tax compliance and planning services for HNW individuals and investment partnerships in private wealth and passthroughs sectors.

• Leading the engagement kick-off process by preparing the engagement letters for office clients.
• Tax compliance experience includes federal and state Individual, Gift, Trust and Investment Partnership tax returns.
• Clients served include a mix of HNW Individuals and Investment partnerships.
• Preparation of quarterly estimates for clients served.
• Working on various softwares and work-papers for tax return preparation.
• As the manager on engagements daily tasks include-communicate directly with US clients and their investment institutions, management activities (scheduling, billing), coordination with specialty groups and management of staff assigned to the engagements.
• Tax planning for clients to help them to meet their personal and business goals.

PGPM in Finance and Marketing – ICFAI Business School (2017-01 – 2019-12)

B.COM(Hons.) in Commerce – Motilal Nehru College, University of Delhi (2013-01 – 2014-12)

12th CBSE – Tagore International School (2011-01 – 2012-12)

10th CBSE – Tagore International School (2010-12)