Partner

Surbhi Bordia

Tax

When you combine work with your passion, success is unlimited.

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Bio

Meet Surbhi

Surbhi has over 10 years of public accounting experience. She addresses complex tax issues that impact international companies’ operations and puts tax efficient structures in place for her clients. Surbhi’s hands-on experience in international tax, IP migration planning and legal entity rationalizations make her an expert consultant and key team player for clients in mergers and acquisitions.

Surbhi’s focus areas include GILTI, BEAT, FDII, anti-hybrid rules, foreign tax credits, subpart F, withholding tax, investments in U.S. property, FX gains and losses, treaty-related issues, outbound transfers and permanent establishment and profit attribution rules.

Before joining Armanino, Surbhi gained experience at PwC, KPMG and Deloitte. She received an MBA at the Haas School of Business, University of California, Berkeley and a B.Com. from Jai Narain Vyas University, India.

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Experience

Professional History

Education

  • University of California, Berkeley
  • Golden Gate University
  • Jai Narain Vyas University, India

Experience

  • PricewaterhouseCoopers
  • Golden Gate University
  • KPMG LLP
  • Deloitte Tax LLP 

Community

  • Berkeley HAAS Alumni, Silicon Valley Chapter, Board Member

Q&A

Q. What was it that drew you to Armanino?
Armanino’s leadership is what brought me here. Their focus has always been in finding ways to make things better for the firm and looking for ways to value each other. They care about the company as a whole and about the individuals, and this resonates with my thinking.
Q. What is the toughest decision you have ever made?
Going back to school to pursue an MBA degree at UC Berkeley - HAAS School of Business. This decision required balancing a demanding job at a Big Four firm, family responsibilities and a robust study schedule. At times, it was challenging to manage it all. But optimism, family support, hard work and sacrifice allowed me to stay focused. I chose to invest in myself, and it paid off.
Q. Without naming names, tell us about your favorite client and why you enjoyed working with them.
Working with a large Silicon Valley technology company has given me the opportunity to tackle complex issues around international tax, U.S. tax and M&A tax. The rapport with the client team was also fantastic. As their trusted advisor, I appreciate their curiosity and willingness to explore multiple solutions.
Q. What’s your proudest moment?
Becoming partner at Armanino within a year and a half of being here. It means that the leaders of the firm have confidence in me. Gaining their trust in such a short amount of time made me feel very proud of myself and empowers me to do more in furtherance of the firm’s growth and personnel development.
Q. Who is (or was) the most influential person in your life?
My mom. Her values, sacrifices and years of hard work have everlasting impact on everything I do. She taught me to look at the positives, remain grateful and grounded, work hard and to give my best. 
Q. What do you love most about your work?
Everything. I love our clients, my team and the work that I do. All of these factors combined help me learn, keep me creative and develop strong professional bonds. Solving the unique issues of my role empowers me to think outside the box and do my job with diligence. Thanks to our excellent team at Armanino, I can explore a variety of solutions and work at an accelerated pace. We enhance each other's experience, and that's what excites me the most.
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Industries Served
Surbhi's Thought Leadership
Regulatory and Industry News Alerts from Armanino
Article
Proactive tax modeling is key in preparing for proposed corporate and international tax changes.

April 08, 2021
Regulatory and Industry News Alerts from Armanino
Article
U.S. companies should compute and assess their global tax cost from the changes.

January 22, 2021
Blog articles
Article
Treasury released final FDII and GILTI regulations under Section 250, which simplified documentation requirements propo...