Dedicated US Tax professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
10
10
years of professional experience
Work History
Tax Manager II
PwC Service Delivery Center
11.2023 - Current
Reviewed complex federal and state income tax returns for Hedge Fund and Private equity clients for accuracy, ensuring timely filing and compliance with applicable laws.
Managed team of 15 Experienced Seniors and New Joiners, providing mentorship and professional development opportunities to foster growth.
Tax Associate
Apollo Global Management
12.2020 - 11.2023
Helped Upper Tier Entities maintain full compliance with local, state and federal tax requirements with diligent application of best practices.
Responsible for review of all Federal, State and City Tax Returns for more than 125 Upper Tier entities.
Connecting with various Fund Teams and Human Capital to compute quarterly withholding calculations for Foreign Investors (1042 and 8804 Withholding)
Developed process of efficiently cataloguing and resolving various tax notices and bills issued by IRS and State Departments.
Quarterly Bank account reconciliation to verify that all tax payments are done in timely manner.
Helping managers and external stake holders with planning, scheduling and budgeting.
Tax Senior
EisnerAmper India Consultants Private Limited
12.2015 - 12.2020
Preparing and Reviewing Federal and State returns as per US Tax Compliance, both Form 1065 (Partnership) and Form 1120 (Corporation).
Analysis of Incoming K-1s and generating K-1s for Partnership (Majorly generating K-1s for various funds and then compilation of all K-1s for Fund of Funds or Parent Fund)
Analyzing and preparing foreign filings (Form 5471, 5472, 8865, 8886, 8621 & 926) for Investment partnership clients.
Well Verse with tax software and tools like Gosystem, One Source and CCH Axcess.
Onsite Experience of 13 Months resulting in transition of projects in total of 3,500 hours from US Office to India Office and lead them successfully.
Helped in growing tax practice by efficiently designing hiring strategy and training modules for team.
Tax Analyst
Deloitte Touche Tohmatsu India LLP
08.2014 - 12.2015
Prepared federal and state income tax paperwork for extensions and returns.
Education
MBA - Finance
IBS Business School
Mumbai
2014
Bachelor of Commerce - Commerce
Mumbai University
Mumbai
2012
HSC -
Maharashtra State Board
Mumbai
2007
SSC -
Maharashtra State Board
Mumbai
2005
Skills
Federal and State Tax Knowledge
International Tax Knowledge
Tax Process Improvement
Tax Software Mastery
Accomplishments
Successful implementation of onshore projects in Mumbai office from New York office (for Hedge fund and Real Estate practice).
Received several Applause and Spot awards for excellent work quality.