CCH Axcess
Shrashti Sahu
Bengaluru
Summary
Detail-oriented and proactive Tax Manager with a solid foundation in tax compliance, planning, and strategy development. Equipped with a Master's degree in Accounting and a partly qualified Enrolled Agent (Part 1 cleared), demonstrating a strong commitment to professional excellence. Skilled in leading tax engagements, preparing and reviewing tax returns, and conducting thorough research to ensure compliance with tax laws and regulations. Adept at leveraging analytical insights to optimize tax strategies and mitigate risks for clients. Collaborative team player with excellent communication and problem-solving abilities. Seeking to contribute expertise in tax management and client service in a dynamic and growth-oriented organization.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Tax Manager
GR8 Affinity Services LTD.
07.2024 - Current
- Effectively leading a team of 7 members, providing direction, support, and motivation to achieve collective goals.
- Building strong relationships with senior managers and the US team based on trust and mutual respect, fostering a positive working environment.
- Suggesting improvements to existing processes based on feedback from senior managers and the US team, aiming to streamline operations and enhance efficiency.
- Supporting team members in their career growth by identifying opportunities for advancement or additional responsibilities based on their performance and potential.
- Maintaining open and transparent communication within the team, ensuring that everyone is informed and aligned on tasks, projects, and organizational changes.
- Overseeing trust-related projects, ensuring alignment with organizational goals and objectives. This involves coordinating tasks, timelines, and resources between the India and US teams to achieve project milestones.
- Providing strong leadership to the individual tax team, setting clear goals, and aligning them with broader organizational objectives.
- Identifying training needs and opportunities for professional development within the team to enhance skills and capabilities.
- Designing and developing training programs, workshops, and learning resources to address identified needs and support employee development.
- Facilitating training sessions or workshops either in person or virtually, ensuring engaging and effective learning experiences for participants.
Assistant Tax Manager
GR8 Affinity Services LTD.
10.2023 - 07.2024
- Demonstrating proficiency in tax laws, regulations, and procedures relevant to individual tax returns. This includes knowledge of deductions, credits, and changes in tax codes.
- Ensuring accuracy in preparing and reviewing individual tax returns to minimize errors and ensure compliance with tax laws.
- Overseeing trust-related projects, ensuring alignment with organizational goals and objectives. This involves coordinating tasks, timelines, and resources between the India and US teams to achieve project milestones.
- Promoting knowledge sharing within the trust team and conducting training sessions as needed. This ensures continuous skill development and enhances team capabilities.
- Working closely with senior managers to plan workflows effectively, ensuring resources are allocated appropriately and deadlines are met.
- Collaborating with the US team to identify potential issues early and develop solutions to mitigate them.
- Effectively leading a team of 7 members, providing direction, support, and motivation to achieve collective goals.
- Conducting regular one-on-one meetings to understand team members' strengths, weaknesses, and career aspirations, and then providing guidance and mentorship accordingly.
- Trained and supervised junior staff members, providing guidance on technical tax issues and professional development.
Tax Senior
Deloitte Tax Services
07.2021 - 10.2023
- Review of complex high net worth individuals tax returns and fiduciary returns.
- Part of reviewing team for Gift Tax center of excellence which exclusively works on Gift Tax returns.
- Part of ITG team which exclusively works on trust returns.
- Part of PFIC team which works on identifying and calculating possible PFICs
- Working closely with senior managers, managers and managing directors on various family office returns and being a part of beginning to end process of the engagement
- Using various new technologies and enhancements within the organization to follow standard process and deliver quality of work
- Facilitates new hire batch and various internal trainings at firm level to help in the development of the team and professionals
- Preparation of engagement letters, billing process
- Reviewing responses for taxing authorities for any legal notices.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Utilized tax software to prepare returns and meet deadlines.
- Responded to inquiries from IRS and other tax authorities.
Tax Consultant II
Deloitte Tax Services
06.2019 - 06.2021
- Review of simple individual and fiduciary tax returns
- Prepared more complex HNIs and fiduciary tax returns of family offices
- Part of ITG team which exclusively works on trust returns
- Facilitation to new team members for process and tax technical
- Preparation of complex Gift tax returns and review of simple returns
- Facilitated teams for new technologies and process related modifications
- Prepared and a part of PFIC team for identifying possible PFICs
- Preparing responses for taxing authorities for any legal notices.
Tax Consultant
Deloitte Tax Services
11.2017 - 05.2019
- Prepare Individual and fiduciary tax returns (1040,1041)for ultra-high net worth individuals
- Prepare Gift Tax Returns (Form 709)
- Prepared International Forms - 5471, 8858 and 8865, as part of international tax team
- Maintained high-quality control standards by reviewing internal tax preparation documents for missed tax benefits
- Facilitated integration of modern tax software with client accounting software
- Prepared tax returns from scratch using client PBCs and converting them into standard process to prepare the final tax returns
- Prepared estimates, extensions, tax planning calculations and write-ups for all types of organizations and entities, including individuals
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities
- Prepared international tax forms for business clients, based on the requirement.
Trainee Content Analyst
Thomson Reuters
03.2017 - 10.2017
- Designed, implemented and monitored web pages and sites for continuous improvement
- Developed landing pages, dashboards and online applications using Bloomberg, Thomson Reuters Insights and scripting
- Conducted secondary research to keep data up-to-date and with accordance to latest trends.
Education
MBA: Accounting and Finance -
ISME (International School of Management Excellence)
Bengaluru, KABachelor of Commerce: Accounting and Business Management - undefined
Institute for Excellence in Higher Education
Bhopal, MPHIGHER SECONDARY: COMMERCE - undefined
SHANTI NIKETAN SENIOR SECONDARY SCHOOL
High School Diploma - undefined
Trinity Convent Sr. Sec.School
Vidisha, MPSkills
- Federal and State Tax Returns review 1040 HNI, 1041, 709s
- IRS correspondence (Notices)
- International Tax Form Preparation (occasionally)
- Tax Compliance & Strategy
- Tax Planning & Optimization
- Tax Research & Analysis
- Team Leadership & Collaboration
- Problem Solving & Decision Making
- Attention to Detail & Accuracy
- Continuous Learning & Development
Certification
NCFM's Capital Market (dealer's) module
Accomplishments
- Received award for going above & beyond at current organization.
- Received spot awards for my work at Deloitte in almost every busy season.
- Received applause award for my work at Deloitte for a family office engagement.
- Nominated by managers and senior managers for various rewards and recognitions.
Publications
Published a Research Paper titled "A Study Applying DCF Technique for Valuing Indian IPOs" in 'Journal of Exclusive Management Science' (ISSN: 2277-5684).
Software
BNA Tax Planner
GoSystem
CorpTax
Timeline
Tax Manager
GR8 Affinity Services LTD.
07.2024 - Current
Assistant Tax Manager
GR8 Affinity Services LTD.
10.2023 - 07.2024
Tax Senior
Deloitte Tax Services
07.2021 - 10.2023
Tax Consultant II
Deloitte Tax Services
06.2019 - 06.2021
Tax Consultant
Deloitte Tax Services
11.2017 - 05.2019
Trainee Content Analyst
Thomson Reuters
03.2017 - 10.2017
MBA: Accounting and Finance -
ISME (International School of Management Excellence)
Bachelor of Commerce: Accounting and Business Management - undefined
Institute for Excellence in Higher Education
HIGHER SECONDARY: COMMERCE - undefined
SHANTI NIKETAN SENIOR SECONDARY SCHOOL
High School Diploma - undefined
Trinity Convent Sr. Sec.School
NCFM's Capital Market (dealer's) module
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