Summary
Overview
Work History
Education
Personal Information
Accomplishments
Volunteer Experience
Languages
Timeline
Generic

Shreekant V D

Nassau,Bahamas

Summary

Seasoned Assistant Manager with on-site experience in corporate tax planning and compliance.

Strengths lie in complex tax research, formulation of strategic tax plans, and supervising cross-functional teams.

Demonstrated ability to enhance company's financial performance by implementing effective tax strategies. Past roles noted for significant contribution towards cost savings through innovative tax solutions.

Overview

10
10
years of professional experience

Work History

Senior Associate II

EY Bahamas Ltd
Nassau, New Providence
09.2024 - Current
  • Being in a practice office, I directly worked with clients, addressing their tax issues, and helped to file accurate and timely 1120 Federal returns.
  • 1120 Federal: Reviewing and signing off on the final review process for tax adjustments, and posting to partners and clients.
  • POA for any notices issued by the IRS, addressing them, and helping the client to process their notices.
  • Collaborating with the India team to set the expectations and deadlines as per client requirements, and leading a complete end-to-end engagement.
  • Addressing the client comments and helping them decode the IRC sections and regulations, and complying with governance.
  • Ensured timely payment of taxes owed by clients.

Assistant Manager/Senior Associate II

PwC SDC (Kolkata)
, Bengaluru, India
05.2023 - 06.2024
  • Part of private client services, and mainly handled mid-market clients, both corporations and partnerships.
  • Experienced reviewer of C-Corporation, federal and state returns, including blocker corporations, and operating partnerships.
  • Trained staff members in proper procedures for filing returns and preparing documents required by regulatory agencies.
  • POC for the assigned office in the US for any client-related tasks from PwC AC, and responsible for all the deliverables and schedule for AC resources, as well as discussions with partners for workflow, including designated hours and clients.
  • Part of the Own Your Schedule initiative, I helped the team analyze the variances in forecast versus actual hours and built a Power BI dashboard that helps to optimize the process.

Senior Associate II

RSM Delivery Center (India) Private Limited
, Bengaluru, India
05.2022 - 04.2023
  • Identified opportunities to minimize clients' taxes through research of current laws and regulations.
  • Reviewed and analyzed clients' financial information to ensure accurate tax returns were filed.
  • Managed the day-to-day operations of a team of seniors, associates and Intern advisors responsible for preparing tax returns, work allocation, scheduling.
  • Experienced reviewer on C-Corporation federal and state returns.
  • POC for US team members for the assigned clients and initiated kick off discussion and project wrap ups.

Tax Senior

Ernst & Young (EY)
Bangalore, India
02.2020 - 04.2022
  • Got promoted to Senior, in an year after joining EY as an advanced analyst
  • Conducted detailed technical and analytical review of federal/state corporate returns, Extensions and quarterly estimates vouchers submitted by Tax Staff
  • Assist with the preparation of complex US based Foreign Corporate Return and various related work papers
  • As a member of the FSO team, worked extensively on Corporations and on forms like 1120 and 1120-F.
  • Performing ECI and FDAP analysis for foreign corporations along with E&P calculations and understanding the tax basis of the Investments
  • Assist with work allocation, conducted tax technical trainings for new hires and managing & mentoring them on job trainings
  • Provides reports to management on status of Corporate Tax Compliance
  • Hands on Experience on OIT > FTW, Data Query tools
  • Part of SALT Auto Team and made many process improvements and enhanced efficiency in workpapers/Tools
  • Project: Tax Position Dashboard - This report's intention is to provide a overall tax summary report for a specific clients on various entities and helps client to identify potential tax paid/tax O.P.

Tax Analyst

GT Shared Services Center India Pvt Limited
Bangalore, India
01.2019 - 02.2020
  • As part of the US Direct Tax Team, assisted with US tax compliance
  • Prepared 1120/1065 federal and state income tax returns with OIT and GoSystem
  • Maintained high level of quality to deliver projects to the engagement teams
  • Performed tax accruals and identified book/tax differences between GAAP and federal tax law
  • Prepared interim and annual income tax provisions (ASC 740) including effective tax rate calc., deferred & current income tax provisions, tax account rollforward, and provision to return adjustment
  • Project 1: State Dashboard - This report could potentially helps engagement teams visualize state data which would lead to potential cross selling opportunities
  • Project 2: Tax Business Line Dashboard - This report helps management in decision making based on hours worked across the region.

Senior/ Finance Associate III

HP Computing & Printing Systems India Pvt Limited
Bangalore, India
03.2015 - 01.2019
  • Worked as a Senior Financial Associate for AMS & EMEA region under Controllership PMO
  • Business controls Finance R2R | O2C | PMO
  • Analyzing on revenue reports and identifying the issues & Perform scenario analyses
  • Contracts compliance with channel partners
  • Developed various MSBI Dashboards for Stack holders to understand the revenue report and issues
  • Project 1: Developed coding that imports the data from SQL server (ATALANTA) and Analyzed the Financial eClaims (FeC), identifies issue with clients reports & Evaluation of Rebates and Discounts paid to the channel partners and recovering the excess paid using pandas.

Education

Bachelor of Commerce - Commerce

Rani Channamma University, Belagavi
06.2014

Department of Pre-University Education -

Govt. of Karnataka
05.2011

Karnataka Secondary Education Examination Board -

Karnataka
04.2009

Enrolled Agent -

IRS - EA Pursuing

Personal Information

  • Date of Birth: 06/28/93
  • Address: Narya Breath Fresh, A306, 6th Cross, Anjanapura 11th Block, Bengaluru 560083

Accomplishments

  • Bright Beginner - PwC SDC Kolkata
  • Highest Performing Team award - EY GDS (12/2020)
  • Spot Award - EY GDS (06/2021)
  • Power BI Champion(Runner Up) - Grant Thornton (2019)
  • IDEA BOX - HP (2018)
  • Customer championship - HP (2016)

Volunteer Experience

Rotaractor, Rotaract District 3190, 2019, Present, Bangalore, Karnataka, India.

Languages

  • English, Full Professional Proficiency
  • Kannada, Native or Bilingual Proficiency
  • Telugu, Professional Working Proficiency

Timeline

Senior Associate II

EY Bahamas Ltd
09.2024 - Current

Assistant Manager/Senior Associate II

PwC SDC (Kolkata)
05.2023 - 06.2024

Senior Associate II

RSM Delivery Center (India) Private Limited
05.2022 - 04.2023

Tax Senior

Ernst & Young (EY)
02.2020 - 04.2022

Tax Analyst

GT Shared Services Center India Pvt Limited
01.2019 - 02.2020

Senior/ Finance Associate III

HP Computing & Printing Systems India Pvt Limited
03.2015 - 01.2019

Bachelor of Commerce - Commerce

Rani Channamma University, Belagavi

Department of Pre-University Education -

Govt. of Karnataka

Karnataka Secondary Education Examination Board -

Karnataka

Enrolled Agent -

IRS - EA Pursuing

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Shreekant V D