Neethashree Mallegowda

Completed and filed returns of individual (Form - 1041) with tax departments at local, state, and federal levels.

• Analyzed financial statements to identify potential discrepancies or opportunities for improved tax planning strategies.
• Contributed to overall team success by consistently meeting or exceeding performance metrics for quality, productivity, and client satisfaction.
• Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
• Provided exceptional client service by addressing inquiries promptly and effectively resolving concerns.
• Secured and properly handled confidential data to protect against unauthorized access, improper transmission, and unapproved disclosure.
• Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
• Leveraged specialized software tools to optimize data organization and analysis throughout the entire taxation process.
• Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
• Researched complex tax issues utilizing online resources and professional tax software.

• Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
• Completed and filed returns with tax departments at local, state, and federal levels.
• Utilized tax software to prepare returns and meet deadlines.
• Collaborated with clients to answer questions and provide advice on tax matters.
• Identified potential audit red flags to minimize risk of IRS audits.
• Maintained compliance by adhering to current tax laws and regulations.
• Assessed client tax situations to determine best filing options.

• To generate reports and perform various analysis based on the requirement of Clients and Operations Management using MS Access and MS advanced Excel Develop and analyze performance dashboards, data cleaning, and validating reports.
• Analysis of reports and interacting with clients for Service improvement
• Ensure on-time and accurate report delivery by a team within the deadline/target
• Engaging with the region and country stakeholders for new KPI discussions and projects.
• Engaging with the quality and operation team for data quality issues.
• Conducting monthly operation reviews with the team, analyzing the existing processes, and re-designing the same for enhancing operational efficiency.

Service reporting: SPA (Single point of Accountability), Scheduled Reports, Ad Hoc reports, creation of templates, Data Analysis

• Automation of reports that consume more time and thereby reducing manual entry using Pivot table, formulas, and recording macros
• Exposure to tools like ITSM, Remedy, and APG tools
• Report transition and SLA Renewals.

I have involved in extracting graphs, Data and scheduling both the graphs and data.

Report customization by coordinating with back end team.

Project: Fortress Investment Group

• Using Software FITs (Financial Tracking tool): Following and processing vendors' invoices on a day-to-day basis, such as entering the invoice, checking the product and price, and allocating the cost.
• Going through the contract period and vendor details in FITS software.
• Streamlined accounts payable processes by implementing efficient invoice tracking and payment systems.
• Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
• Supported month-end closing activities, ensuring accuracy in financial records and adherence to deadlines.
• Managed a high volume of invoices, prioritizing payment schedules to optimize cash flow and maintain strong vendor relations.
• Assessed data and information to check entries, calculations, and billing codes for accuracy.
• Assisted in the preparation of financial statements, providing detailed account reconciliations and analysis.

• Day-to-day accounting and accounts payable functions, devising policies/systems to ensure internal control, correct accounts, and accurate payment within the policies.
• To work on TDS (tax deducted at source).
• Coordinating with Internal Audits and External Statutory audits.
• To handle bank reconciliation statement.
• Checking outstanding statement and follow-up payments.
• Administered online banking functions.
• Ensured compliance with accounting deadlines.
• Creating MIS report and submitting it to the management.
• Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.