Dileep Kumar

As an experienced Senior Manager in the BTS Asset Management practice at KPMG New York City Office, specializing in Private Equity and Fund of Funds clients dealing with Partnership and Pass-through entities, my roles and responsibilities include:

• Managing a portfolio of asset management clients of varying sizes and complexities, serving as the primary point of contact for all client tax compliance matters, and ensuring strong client relationships.
• Directing and supervising teams of tax professionals and assistants on client engagements, overseeing workflow, timelines, and service delivery to maintain the highest standards of quality.
• Delivering comprehensive tax compliance services with a strong focus on pass-through entities and partnerships, navigating the unique challenges of the asset management sector.
• Overseeing the financial health of engagements, including billing, collections, and budgeting.
• Participating in and contributing to business development initiatives, actively identifying and pursuing new market opportunities to expand KPMG’s asset management tax practice.
• Coaching, mentoring, and developing other tax professionals, supporting their growth and ensuring the team’s ongoing technical proficiency and effectiveness.
• Ensuring strict adherence to KPMG’s risk management and quality standards, staying abreast of legislative changes and industry best practices to deliver informed, compliant, and value-driven service.

• Managed BTS’s largest business unit as the New York Financial Services Cluster Leader.
• Led a team of 150 members in the PE, HF, and RE sectors.
• Oversaw 220K compliance hours, which grew to over 300K in FY22.
• Defined and implemented an end-to-end client delivery model.
• Accountable for business transformation, hiring, and key accounts for Financial Service.
• Built technical capability via training and key stakeholder management.
• Drove talent acquisition and internal referrals.

• Managing the Global Delivery Service team and serving as Counseling Family Lead for the New York region.
• Providing technical tax support on complex structures, planning, and compliance matters.
• Reviewing partnership and corporate tax returns, including aggregate modules, K-1 suites, TRWPs, and FOF work papers.
  Advising on tax implications of business transactions and investments.
• Training and mentoring tax professionals; active member of EY’s training and FSO recruitment teams.
• Supporting counselees in career development and client engagement.

• Managing the Global Delivery Service team.
• Reviewing partnership and corporate tax returns, including K-1s, TRWPs, and FOF work papers.
• Providing technical tax guidance, training, and client support.
• Responding to tax notices and complex compliance issues.
• Active member of EY’s training, recruitment, and career development programs.

• Recognized and advised senior management on opportunities to enhance client service and exceed expectations.
• Reviewed partnership and corporate tax returns, including aggregate modules, K-1 suites, TRWPs, and FOF work papers.
• Provided technical guidance, training, and support to staff and professionals.
• Active member of EY’s training team.

• Prepared calculations for extensions and quarterly estimated tax payments, and supported quarterly and annual tax provisions.
• Reviewed client general ledgers and financial statements, preparing journal entries to compile mid-year and year-end financial statements for book and tax purposes.
• Reviewed partnership and corporate tax returns for federal and state filings.
• Prepared aggregate modules, K-1 suites, TRWPs, and FOF work papers.
• Provided technical guidance, support, and training to staff.

• Prepared partnership and corporate tax returns for federal and state filings.
• Prepared aggregate modules, K-1 suites, TRWPs, and FOF work papers.