Natasha Joshi
Liberty Hill,TX
Summary
Motivated finance and tax professional, with a strong background in accounting and taxation with experience with over 5+ years in Big 4 and mid sized firms in Finance/accounting and US and UK tax compliance services. Experienced in leading large, complex, multinational, tax projects, as well as smaller domestic engagements, across a range of industries including trading, investment, financial services, retail, manufacturing, technology and consumer business. Responsible for training and developing and managing a team of over 7 tax professionals.
Overview
7
7
years of professional experience
1
1
Certification
Work History
US Tax Specialist
Haynie and Company CPA
Austin, United States
10.2023 - Current
- Conducted comprehensive review and filing of tax returns for High Net Worth Individuals, ensuring accuracy and compliance.
- Led the preparation of Form 1065 & 1120-S for pass-through entities, ensuring adherence to regulatory requirements.
- Developed a customized organizer to efficiently gather clients' tax information, optimizing the preparation process.
- Conducted high-level reviews, including comparative analysis of prior-year tax returns, to identify opportunities for optimization.
- Prepared and delivered pictorial presentations outlining tax-saving strategies to clients.
- Experience in software applications such as Lacerte, QuickBooks Desktop, and QuickBooks Online.
- Engaged in detailed discussions with clients to understand their business activities and goals.
- Prepared work papers and financial documentation for small business income tax filings, ensuring compliance with tax laws.
- Analyzed pass-through information to develop tailored tax-saving plans for business owners.
- Designed and implemented tax-season plans, leveraging insights from previous year reports to optimize strategies.
- Managed the hiring, training, and structuring of tax teams, ensuring efficient operations during peak seasons.
- Finalized training materials for intern groups, overseeing practical training sessions with live clients.
- Facilitated the creation of email IDs, tax software, and CRM login accounts to streamline operations.
- Drafted responses for streamline filing procedure additional information requests, ensuring timely and accurate compliance.
- Maintained current knowledge of changes in taxation rules and regulations through continuing education and professional development courses.
Assistant Manager
Deloitte Tax Services India Private Ltd
Hyderabad, India
12.2018 - 09.2023
- Led the development of comprehensive tax compliance products, encompassing the preparation and review of UK corporate tax returns for diverse industries, including Trading, Banking, Management, and Property businesses
- Ensured meticulous documentation and adherence to high compliance standards
- Conducted onboarding training for new hires, covering fundamental tax concepts, tax accounting, software proficiency, resulting in accelerated onboarding timelines
- Expertly estimated future tax liability and assessed the impact of legislative changes on the company's tax liability and cash flow
- Orchestrated the creation of annual budget fee models for client portfolios, contributing to effective WIP analysis, billing, and invoicing
- Conducted thorough variance analysis to pinpoint underlying causes of material variances
- Managed critical phases and strict deadlines for large group clients, overseeing submissions to HMRC
- Collaborated closely with clients to develop tax strategies, minimizing tax liability, and keeping them informed of relevant tax system changes
- Contributed actively to the tax retainer team, providing ongoing assistance to global clients in Europe and the United States on a quarterly and annual basis
- Leveraged Microsoft Excel for data analysis, utilizing advanced functions and pivot tables
- Implemented automation through AI tools like Mercury, enhancing future profitability for clients
- Proficient in tax preparation software such as Onesource and Alphatax, maintaining a direct line of communication with service providers for issue resolution
- Mentored and coached team members to unlock their full potential, fostering a culture of continuous growth and development
- Kept clients abreast of tax developments, including the impact of UK tax law changes on their business operations
- Recognized by UK tax Directors and Partner for consistently delivering high-quality work, receiving various awards and accolades
- Collaborated cross-functionally with teams in Transfer Pricing, Tax Depreciation, Patent Box, and Research and Development to identify and resolve customer issues promptly
- Assisted the UK audit team in tax audit processes
- Demonstrated proficiency in IFRS and FRS 102 reporting services, actively participating in various tax accounting projects.
Tax Analyst
KPMG Global Services Private Limited
Bengaluru, India
08.2017 - 11.2018
- Corporate Tax return preparation and review; direct coordination with engagement team and clients
- Collaborated closely with UK Manager in finalizing Group relief, disclaiming capital allowances, and making various elections for optimal tax planning
- Identified missing tax information; followed up with Engagement Managers and Clients for resolution
- Communicated with KPMG clients, addressing queries and ensuring client satisfaction
- Proficient in writing transmittal letters and client covering emails
- Provided clients with updates on tax developments, including the impact of UK tax law changes and new online filing requirements for tax returns
- Managed HMRC enquiries and handled ad hoc advisory queries.
Education
Masters in Business Administration - Dual specialization in Finance and Human Resources
Symbiosis Centre for Distance Learning
01.2022
Bachelors in Commerce - Graduation in Finance and Taxation
M G University
06.2017
Skills
- Microsoft Excel
- International Tax accounting
- Lacerte, OneSource tax software & Alphatax
- QUickbooks Desktop and Quickbooks Online
- Training and development
- Accounting standards IFRS and FRS 102
- Ability to Work Under Pressure
- Ability to Multitask
- Tax planning
Certification
- Enrolled Agent with the Internal Revenue Service (IRS) in the United States, completing the final Business paper requirement.
- Association of Taxation Technicians, Charted Institute of Taxation, United Kingdom
Timeline
US Tax Specialist
Haynie and Company CPA
10.2023 - Current
Assistant Manager
Deloitte Tax Services India Private Ltd
12.2018 - 09.2023
Tax Analyst
KPMG Global Services Private Limited
08.2017 - 11.2018
Masters in Business Administration - Dual specialization in Finance and Human Resources
Symbiosis Centre for Distance Learning
Bachelors in Commerce - Graduation in Finance and Taxation
M G University
- Enrolled Agent with the Internal Revenue Service (IRS) in the United States, completing the final Business paper requirement.
- Association of Taxation Technicians, Charted Institute of Taxation, United Kingdom
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