US Tax Professional with more than 14 years of Industry experience in Business Tax Services with Big 4 accounting firms. Experienced in serving Asset and Wealth Management, Fund of Fund Clients, Federal and State Tax Compliance. Looking to be a part of a growing organization to utilize my experience and knowledge.
Work History
Senior Manager, Tax
1 Year 6 Months
EY US LLP | 02.2025 - Current
Leading State and Local Tax teams to drive strategic initiatives and enhance operational efficiency.
Overseeing state tax compliance for various fund of fund partnerships with various states regulatory requirements, ensuring adherence to industry standards.
Developed and implemented risk management frameworks to mitigate potential tax implications for clients.
Leading team across multiple geographic locations, fostering team members' professional growth and enhancing team performance.
Streamline processes by leveraging firm's several technologies with an ultimate goal to improve engagement economics
Provided strong leadership to enhance team productivity and morale.
Senior Manager
2 Years 8 Months
EY Bahamas Ltd | 01.2022 - 09.2024
Lead and motivate cross-functional teams to achieve strategic goals and drive growth.
Served tax compliance for investment partnerships, fund of funds, and hedge funds clients, ensuring adherence to regulatory requirements.
Reviewed quality of deliverables including K-1s, tax returns, and withholding/composite returns, maintaining high standards of accuracy.
Performing State filing nexus determination and communicating with client when critical issues or State updates have occurred.
Lead and motivate cross-functional teams to achieve strategic goals and drive growth.
Primarily serve tax compliance for Investment Partnerships, Fund of Funds and Hedge Funds clients.
Quality review of the deliverables K-1s, tax returns, Withholding/Composite returns.
Communicated with stakeholders to foster strong relationships and ensure alignment on key initiatives, enhancing collaboration.
Tax Manager
4 Months
RSM Delivery Center India Pvt Ltd | 01.2022 - 05.2022
Managed investment partnerships, focusing on fund of funds and hedge fund clients by coordinating strategies and communications.
Supervised team of 14, fostering collaboration and skill development.
Conducted training sessions for new hires to integrate them effectively into the team and ensure they understood their roles.
Led establishment of new Investment Fund team, defining processes and structures.
Developed new hires of the team.
Tax Manager
2 Years 3 Months
Deloitte Tax Services India Pvt Ltd | 10.2019 - 01.2022
Manager Level review of Tax Compliance Deliverables.
Contributed to state tax compliance process for investment fund partnership, ensuring timely and accurate filings.
Participated in the State tax compliance process of investment fund partnership.
Research and analysis on different state tax related issues, performance of nexus determination and state filing obligation.
Well versed with different withholding and composite filing requirements.
Client Communication regarding possible tax issues and advising the solutions.
Communicated with clients on potential tax issues, providing strategic advice and solutions.
Ensured all the quality checks and controls were adhered to while delivering the client service.
Worked closely with engagement partners through the entire engagement life cycle process.