Summary
Overview
Work History
Education
Skills
Websites
Leadership Experience
Achievements and Certifications
Languages
Timeline
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ASHNA GEOGY

Auckland

Summary

Seasoned US Tax Consultant with 3.3 years of experience managing financial planning of companies and individuals. Expertise in taxation law, planning and compliance. Ethical and honest professional with great grasp of accounting and bookkeeping procedures paired with strong numeracy abilities. Gifted with ability to build and manage teams and people, manage high-volume tasks and projects with consistency and accuracy. Able to work on strict deadlines without compromising on the quality of work.

Overview

5
5
years of professional experience

Work History

Tax Consultant II– Business Tax Services

Deloitte Tax Services India Pvt Ltd
06.2023 - 02.2025
  • Involved in reviewing US tax returns, preparing complex returns, and electronically filing federal and state tax documents.
  • Assisting and reporting to the manager & senior Managers in India and US.
  • Providing trainings and assistance to new hires and preparers.
  • Also involved in quarterly estimates calculations and managing engagements at client levels.
  • Facilitated smooth communication between clients and taxing authorities during inquiries or disputes, achieving favorable outcomes.
  • Streamlined tax preparation process for increased efficiency and accuracy.
  • Contacted IRS or other relevant government and non-government organizations on behalf of client to address issues related to tax preparation.

Tax Consultant I – Business Tax Services

Deloitte Tax Services India Pvt Ltd
11.2021 - 05.2023
  • Involved in US Tax return preparation and electronic filing for federal and state returns for rental real estate, operating partnership, Corporate and HNI Clients.
  • Experience on Gosystems, Corptax, CCH Acess, K-1G, IPACs and other
  • Developed spreadsheet models to accurately track tax information.
  • Analyzed detailed information from various sources to prepare accurate reports supporting well-informed decisionmaking.
  • Used appropriate adjustments, deductions and credits to keep client's taxes to minimum.
  • Prepared written responses or amended tax returns to resolve state and federal notices.


Marketing Internship

CAPED INDIA
09.2020 - 10.2020
  • Marketing Internship with CAPED(Cancer Awareness,Prevention and Early Detection),India by providing insights of the programme to prospective clients.
  • Supported mangers with their daily tasks, reducing workload and allowing for increased focus on higher-priority assignments.

Finance Internship

FINLATICS
05.2020 - 08.2020
  • Finance Internship at Finlatics in Equity research and Portfolio management

Education

MBA - Finance and Marketing

Rajagiri Centre For Business Studies
Kochi
05.2021

Bachelor of Commerce - Taxation

Mar Athanasius College, (Under Mahatma Gandhi University)
Kothamangalam
04.2018

12th - Commerce with Maths

Vimalagiri Public School(CBSE)
Kothamagalam
03.2015

Skills

  • Leadership and Teamwork
  • Time Management
  • Tax administration
  • People management
  • Accounting and Finance
  • Communication management
  • Client relationship management
  • Administrative tasks
  • MS Office
  • Multitasking
  • Accounting software - Xero, MYOB and Quickbook

Leadership Experience


  • Was a Member of TC-II advisory committee member at Deloitte (July 2023 - February 2025) representing large group of peers at the leadership levels.
  • Lead peers as part of management fests held during MBA.

Achievements and Certifications

  • Deloitte- Awards for contribution on multiple clients and handling of engagements.
  • Deloitte- Recognition for 'outstanding professional behaviour'.
  • Deloitte- Mastery in Communication Excellence exam conducted.
  • Diploma in Indian and Foreign Accounting.
  • Certificate in accounting from Career Academy NZ.

Languages

English
Native or Bilingual
Hindi
Native or Bilingual
Malayalam
Native or Bilingual

Timeline

Tax Consultant II– Business Tax Services

Deloitte Tax Services India Pvt Ltd
06.2023 - 02.2025

Tax Consultant I – Business Tax Services

Deloitte Tax Services India Pvt Ltd
11.2021 - 05.2023

Marketing Internship

CAPED INDIA
09.2020 - 10.2020

Finance Internship

FINLATICS
05.2020 - 08.2020

MBA - Finance and Marketing

Rajagiri Centre For Business Studies

Bachelor of Commerce - Taxation

Mar Athanasius College, (Under Mahatma Gandhi University)

12th - Commerce with Maths

Vimalagiri Public School(CBSE)
ASHNA GEOGY