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Work Background
Knowcraft AnalyticsAssociate Vice President
Mar. 2024Bengaluru, Karnataka, IndiaIndia Tax Leader
Citrin Cooperman India LLPSupervisor
Mar. 2023 - Mar. 2024Ahmedabad, Gujarat, IndiaFulfilling and carrying out roles and responsibilities of a Manager, leading a team of associates and seniors across multiple client engagements. • Managed end-to-end tax compliance and advisory projects, collaborating closely with US Partners. • Reviewed high-net-worth individual (1040 HNI), nonresident (1040NR), expatriate, and fiduciary (1041) returns, along with IRS tax notices, tax planning, estimates, and extensions, ensuring accuracy, timeliness, and compliance with regulations. • Handled review of partnership (1065) and S corporation (1120S) returns ranging from simple to intermediate complexity during downtime, maintaining high-quality standards across engagements. • Directed workflow to the team, delegated responsibilities, and monitored progress to deliver projects from initiation through completion. • Served as primary point of contact for US Partners, providing technical guidance to team and resolving complex issues. • Trained and mentored junior, senior staff, fostering a culture of accountability, collaboration, and professional growth. • Supported leadership in process improvement and standardization to enhance efficiency and client satisfaction. Led other fun initiatives for WFH and WFO Professionals.
Wipfli LLPAssistant Manager
Jan. 2022 - Feb. 2023Bengaluru, Karnataka, India• Handling and managing engagements independently and engaging in weekly and biweekly calls to provide updates to US Partner/Liaison and India team. • Performing research from time to time on Tax updates and circulating any updates or information to the Tax team.
• Meeting daily targets as per projection schedules, generating daily work reports, and updating engagement trackers on a real-time basis.
• Training and solving issues with new joiners and experienced hires and bringing in standardization into the 1040 tax process
• Involved in the assignment of the tax returns and report generation to ensure deadlines are met on time.
• Being part of the interview process and conducting interviews to hire the best talent that fits the business
• I focused on guiding coachees as a coach and mentoring my team members.
• SPOC for EA-related queries, CCH, and BNA queries and providing updates
Recognition for a good job on many clients by US partners and for leading through Wipfli for three consecutive months
Wipfli LLPTax Senior-2
Aug. 2020 - Jan. 2022Bengaluru, Karnataka, India1040 HNI Domestic, 1040 Global Mobility (Inpat & Expat), 1120, 1120S, 1065, 1041 tax forms. • Preparation of training materials for 1040 including case studies, decks & other training materials and trained new hires and experienced for more than 2 busy seasons.
• Review of 1040 and 1041 tax returns and communicating the status and any information required to the US partner.
Engaging on weekly basis with US liaison regarding work projections, updates & bagging new projects
• Preparation and review of basic 1065’s and 1120 tax forms during Feb & March
• Engaging in calls with US liaisons related to US tax work & bringing in projects to India office by proving skill set and winning projects like Expat & Inpat, consulting, Tax notices, Tax projections, Tax planning, safe harbour
• Utilising my experience to train the team on technical and on CCH and BNA to complete the new projects like safe harbour, Tax planning, consulting etc., successfully.
• Assisting with the software tests when there are issues with IT between India & US.
PwCSenior Tax Associate
Jan. 2018 - Mar. 2020BangaloreUS Individual tax return - Global Mobility (Inpat & Expat) - Short term, Long term and Permanent transfer Assignments.
• Worked on Inpats and Expats which includes gathering of data, analyzing the current status of the assignee, preparing US Tax returns based on information and supporting documents provided by assignee and sending missing information request mail to assignee & follow ups.
• Review of estimate taxes, extension payments and advising the on the payments that needs to be made to the taxpayers • Coordinating with overseas offices on case to case basis. Single point of contact for taxpayer, foreign office and client
• Ensuring use of methodologies, tools and technology specific to tax like foreign refund adjustments, COR analysis, 6251 rework, Foreign tax analysis, tax equalization, foreign national optimization, foreign earned income exclusion analysis in course of preparing returns.
• Clearing any IRS e-filing reject with 24 hrs of turnaround time, collecting necessary consent forms and moving the return to e-filing.
• Handling different projects like Foreign tax, Hypo Tax Calculation, Safe harbor, gross up calc, Compensation for Expats & Inpat analysis etc.
• Directly working with Manager and handling his Book of Business along with handling preparers of 6 to 8 members • Looking after the overall quality of the projects and handled other projects like Tax Notice project, TEQ only project, e-file tracker, gross up project etc • Starting from supervising and handling team to generating reports biweekly, weekly and monthly to ensure the movement of work and to meet deadlines and commitment to client on time. • Reviewing the returns and work papers, calling IRS and state tax authorities in order to resolve Tax issues, Resolution of Tax audit notices on time.Tracking on real time basis.
• Aiding the taxpayer with PAC and walk through of the tax return package and helping them with any enquiries on the same.
EYAdvanced Tax Analyst
Feb. 2016 - Feb. 2017BangaloreUS Individual tax return - Global Mobility (Inpat & Expat) and Domestic returns
• Analyzing the source documents provided by clients comprising of various reconciliation & brokerage statements to check for the taxable income and deductions. Also, coordinate with Foreign offices to ensure consistent and accurate information flows. • Review of Expatriate and Repatriate US Individual Tax returns using US Income Tax Laws and IRS Regulations. (Complexity includes claiming 911 exclusions, 1116 credits, multi state returns)
• Review of Domestic returns with Inter- state transfer within the US which included preparing multiple state return and state income sourcing and applying appropriate tax treatment as per US state tax laws.
• Review of all types of US Individual Tax returns (1040, 1040NR, 1040DS, 1040X and 1040 Statement) within the budgeted time effectively.
• Review of US Amended Tax Returns (1040X) for handling IRS notices, carry back of foreign taxes & refund adjustment of foreign taxes.
• Review of Tax Equalizations for US individuals on Expatriates assignments.
Interpreting and complying with state, local and international statutes, regulations, and legislation.
• Additional team responsibilities such as mentoring the team, developing preparers & training new hires, being a one stop point for clarifications from the team.
Developing and implementing process improvement.Part of RPA testing.
• Managing US tax returns while maintaining a high-quality rating.
PwCTax Associate
Dec. 2013 - Feb. 2016BangaloreUS Individual tax return - Global Mobility (Inpat & Expat) and Domestic returns with inter state transfer
• I was given comprehensive corporate training on preparation of US-Federal and State Individual tax returns
• I was given responsibility as reviewer of the HNI & VIP clients tax return from the beginning of my Second Tax season (Tax year 2014 onwards). This includes reviewing a return prepared, correcting it to accuracy and delivering a complete final product to the client.
• Review of Inpatriate & permanent transfers to US Individual Tax returns using US Income Tax Laws and IRS Regulations.(Complexity includes running optimization calculation to see beneficial filing status for the transfer year, claiming appropriate treaty positions for Nonresidents & Dual-status, elections for full year residents, Foreign pensions, PFIC, FATCA, RSU’s, ISO treatments Review of ITIN applications (W-7)
• Creation of spread sheets based on financial statements that help in the analysis of tax liability and other reporting requirements. • Directly communicating with US Signers/Reviewers. Delivering good quality services and ensuring efficiency. • Involved in the execution of workflow of the entire tax return preparation process. Inclusive of the state returns where determination of residency status, termination of residency and other exceptions as per state tax laws applicable.
• Been part of the recruitment drive & handling the trainings for new hires on tax technical and experienced professionals on engagement specifics
• Winner of Spot award for 3 months during my tenure from Tax leader for Job well done.
• Software used: Go-systems, CCH Profex, CCH Axcess, Sureprep, RIA checkpoint, Go file room, BNA Planner and other in-house Big4 tools Cross teamed to Audit: Worked on audit reports of client to consolidate the type and scope of service and sub services provided. Worked on Audit invoicing. Assisting tax auditors during the audits.
Knowcraft Analytics
Bengaluru, Karnataka, India
Wipfli LLP
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