Prasanna J

About Prasanna J

Results driven finance professional with experience across tax, compliance, financial…

Experience

1. Tax Associate

   Accotax Advisors Private Limited

   May 2025 — Present · Bengaluru, IN

   Prepare and file Income Tax Returns (ITR-1 & ITR-2) for individuals with Indian and foreign income sources, ensuring full compliance with the Income Tax Act.• Compile and analyze income from salary, house property, business/profession, capital gains (Indian equities), and dividends.• Handle detailed reporting of foreign stock investments (UBS, E*TRADE, Morgan Stanley), including capital gains and foreign dividend income.• Compute and apply Foreign Tax Credit (FTC) under the Double Taxation Avoidance Agreement (DTAA) to reduce overall tax liability.• Accurately update and manage client information, including residential status, assets & liabilities, insurance details (life and medical), and other disclosures.• Ensure compliance with international reporting norms such as Schedule FA and disclosure of foreign assets/income in Indian tax filings.• Proficient in using Winman ERP for tax computation, documentation, and e-filing of returns.• Collaborate directly with clients to gather financial data, resolve queries, and ensure accurate and timely return filing.• Maintain up-to-date knowledge of tax laws and assist in tax planning and optimization for clients with both domestic and global income.