Advanced Excel
NIKITA MISHRA
SENIOR ASSOCIATE- Group 2
Bengaluru
Summary
Detail- Oriented Senior Associate with 5+ years of experience in taxation & engagement management in sectors like Fund of Fund Structure, Real-estate, Private Equity, Hedge fund & Non-profit. Adept in query resolution for smooth delivery.
Overview
2026
2026
years of professional experience
5
5
years of post-secondary education
4
4
Certifications
Work History
Senior Associate- Asset & Wealth Management
Price Waterhouse Coopers
8 2022 - Current
- Served as liaison, facilitating communication between Engagement Team in US, Client and associates across India & Manila teams.
- Reviewed extensions, State Tax returns aligned with 1065 and 1120, state work-papers and grids for clients in Fund of funds (FOF) structure.
- Analysis of state work-papers as per state specific rules of Withholding, Composite and determining filings as per state source income generated or residency.
- Delivered K-1s timely along with performing integration of tax software into returns. Reconciling federal modifications as per state specific rules in order to reach correct taxable income.
- Working on True-ups and estimate K-1s and actual K-1s while working on FOF analysis.
- Streamlined tax preparation process by drafting protocols for increased efficiency and accuracy
- Defined work plans, assignments and roles for team members on a day-to-day basis during the season.
- Coordinating with engagement team to calculate weekly hours spent, variance from the budgeted hours and finding solutions to reduce the variance.
- Training associates from the cross-teaming, giving walkthrough of different processes along with handling my own targets per day during the seasons.
- Prioritized tasks to meet tight deadlines, pitching in to help others with project/client duties.
- Was a part of the testing team for UAT- data flow software which was then later incorporated into the client.
Tax Consultant II
DELOITTE USI
05.2021 - 07.2022
- Reviewed tax returns, filing requirements & level of adherence to tax laws for organizations.
- Performed tax compliance along with added responsibilities of delivering K-1s, preparation of Apportionment /allocation work-papers.
- Firm contribution via non-compliance work including research & preparation of matrixes based on state specific regulations.
- Performed electronic filing process including handling errors & rejects.
- Facilitated communication between state regulators & client for payment issues.
- Prepared written responses & amended tax returns to resolve state notices within the correction period.
- Managed team of 4-5 tax professionals handling 2 non-profit clients per year.
- Facilitated integration of modern tax software with client accounting software. For example- MPPRO integration with client's data (especially sales for apportionment calculation).
Tax Consultant
DELOITTE USI
06.2019 - 04.2021
- Prepared tax returns for Pass-through, Corporate & Tax-exempt clients in industries like Real-Estate, Private Equity & Non-profit sector according to government regulations and requirements.
- Use of software like Gosystems, Onesource and other automations for preparation of extensions, returns, workpapers, k1s, grids and e-file acceptance reports.
- Contacted IRS or other relevant US-State government organizations on behalf of client to address issues related to tax self-preparation.
Education
MBA - Finance
Institute of Management Technology
Hyderabad 06.2017 - 03.2019
MBA - Finance & Marketing
SGH Warsaw School of Economics
Warsaw, Poland 02.2018 - 06.2018
Bachelor of Commerce - Finance
St. Francis College For Women
Hyderabad 06.2014 - 04.2017
Skills
Local, State & Federal Tax Filing & Reconciliation
Resource Management to ensure quality Assurance along with Timely deliverables Includes frequent communication and coordination with team
High Risk Stakeholder Management by creating project plans, roadmap to align with client timelines
Report writing & Research for Matrixes
Ability to handle high-volume demands
Software
Proficiency in Microsoft Office
Go-Systems & One Source
Integration of IPACS & K-1G
CCH Smart Charts
Bloomberg- BNA Interactive Superforms
Adobe Acrobat
TRACK
Certification
Indian School of Business Certificate Program on Introduction to Financial Markets (offered by Coursera)
Academic Projects
- Analysis of SUSTAINABLE FINANCE from EIB (European Investment Banks) Database.
- Presentation of a Research Report on Country Analysis for Thailand.
Achievements
- Recipient of the Above and Beyond Award as part of TaXcellence Awards in July.
- Awarded Spot & Applause Award for Quality Assurance.
- Secured first place in National Level Inter College Commerce Fest on "Business Plan".
- Elected Representative of Commerce Organization for Emerging Entrepreneurs (COFEE) during college.
Timeline
Tax Consultant II
DELOITTE USI
05.2021 - 07.2022
Tax Consultant
DELOITTE USI
06.2019 - 04.2021
MBA - Finance & Marketing
SGH Warsaw School of Economics
02.2018 - 06.2018
MBA - Finance
Institute of Management Technology
06.2017 - 03.2019
Bachelor of Commerce - Finance
St. Francis College For Women
06.2014 - 04.2017
Senior Associate- Asset & Wealth Management
Price Waterhouse Coopers
8 2022 - Current
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