BHARATHLAL GADIYA

Professional Experience & Key Responsibilities

• Senior Tax Associate III with extensive experience in U.S. Partnership Tax Compliance, specializing in the preparation and review of Form 1065, Schedule K-1 reporting, book-to-tax adjustments, ECI calculations, state tax compliance, and withholding tax filings. Proven ability to manage complex tax engagements, collaborate with onshore teams, and deliver high-quality results within stringent deadlines. Skilled in tax research, process automation, team leadership, and client relationship management

• Successfully passed Enrolled Agent (EA) Examination – Part 1 (Individuals).
• Currently pursuing EA Part 2 (Businesses) and EA Part 3 (Representation, Practices & Procedures).
• Responsibilities:
• Managed and reviewed U.S. state tax compliance workpapers, including extensions, estimated tax payments, true-ups, Schedule K-1s, and state tax returns for Partnerships (Form 1065) and Corporations (Form 1120).
• Prepared and reviewed withholding tax calculations, composite tax filings, state allocation and apportionment schedules, and book-to-tax adjustments to ensure compliance with state and federal tax regulations.
• Coordinated directly with clients and engagement teams, effectively delegating tasks, monitoring progress, and ensuring timely completion of deliverables.
• Led tax compliance engagements by overseeing project timelines, managing deliverables, and ensuring adherence to regulatory requirements and filing deadlines.
• Assisted in the development and implementation of process improvements and automation initiatives, resulting in increased operational efficiency and enhanced accuracy in tax compliance processes.
• Served as the primary point of contact for resolving issues related to tax technology tools and systems, providing technical guidance and support across teams.
• Conducted tax research utilizing CCH IntelliConnect, state tax resources, and regulatory guidance to address complex tax matters and support client engagements.
• Collaborated across multiple teams and projects to provide additional support during peak filing seasons and meet critical deadlines.
• Developed and delivered training programs for new hires, cross-functional team members, and professionals across multiple Acceleration Centers, enhancing technical knowledge and process consistency.
• Prepared operational trackers, process documentation, and training materials to support engagement management and knowledge-sharing initiatives.
• Participated in User Acceptance Testing (UAT) activities to validate tax processes, technology enhancements, and workflow improvements, ensuring seamless implementation and process efficiency.
• Contributed to tax planning initiatives by identifying opportunities to optimize tax positions, improve compliance processes, and minimize client tax liabilities.