Tanuja Dhanabal Venkatesan
New Albany,OH
Summary
Results‑driven Tax Associate with 5+ Years of experience, specializing in corporate and partnership tax compliance and SALT, translating complex tax and financial data into actionable insights and timely multi‑state filings. Leverage OneSource, SAP, Tableau/Power BI, Alteryx and advanced Excel and apply ASC 740 principles to automate reporting and strengthen compliance accuracy. Recognized for initiative, process improvement, and proactive stakeholder communication in fast‑paced, cross‑functional environments.
Overview
9
9
years of professional experience
Work History
Tax Associate
JPMorgan Chase & Co
Columbus, OH
02.2025 - Current
- Analyze and interpret complex federal, state, and local corporate income tax data, translating findings into actionable strategies for both technical and non-technical stakeholders.
- Evaluate the impact of tax law changes, apportionment data, and compliance metrics to inform business decisions and ensure regulatory compliance.
- Prepare and review complex state income and franchise tax returns for multiple entities, ensuring accuracy, compliance with state-specific regulations, and timely filing. Manage high-volume, multi-state filings by applying advanced tax technical knowledge and utilizing tax technology platforms including OneSource and SAP.
- Create and automate advanced Excel and PowerPoint reports for tax return support, using VLOOKUP, INDEX MATCH, pivot tables, and data analysis tools for documentation and management reporting.
- Build and maintain trackers for compliance status, payment histories, and notice management, integrating data from SAP, OneSource, and other tax technology platforms.
- Automate high-volume, recurring tax compliance reports and dashboards with Alteryx, OSA, and OIT to streamline filings and reconciliations.
- Demonstrate in-depth knowledge of federal, state, and local tax compliance, ASC 740, and multi-state filings, with hands-on experience in OneSource, CCH, Checkpoint, BNA, and SAP. Research and resolve complex tax issues, manage state notices, and adapt to evolving regulations.
- Perform complex franchise tax account reconciliations across multiple entities, identify discrepancies, ensure accurate payment application, and maintain compliance with state-specific rules using advanced Excel and tax technology.
- Gather, analyze, and calculate state apportionment data, prepare detailed work-paper, apply complex apportionment formulas, and ensure data accuracy for multi-state compliance.
- Exhibit strong communication and organizational skills, lead process improvements (including automating state tax return filings), mentor junior staff, and manage high-value compliance projects in cross-functional teams.
- Collaborated with cross-functional teams to streamline tax processes and enhance operational efficiency.
Domestic Tax Analyst
Nordson Corporation
Westlake, OH
05.2023 - 02.2025
- Prepared federal and state income tax returns, including reconciling tax filings to tax provisions, supporting deferred income tax balances, and addressing book/tax differences.
- Gained proficiency in tax compliance software, contributing to the coding and mapping of charts and accounts, as well as importing trial balances and other relevant data.
- Utilized business analyst skills to enhance tax processes, contributing to the identification of strategic planning opportunities.
- Executed monthly sales and use tax reconciliations, prepared journal entries, property tax returns, business license renewals, and annual reports through various business intelligence tools.
- Applied business analytics knowledge to extract valuable insights, facilitating data-driven decision-making in tax-related matters using SAP.
- Conducted research and analysis on federal and state tax topics and audits, leveraging business analyst skills for effective data interpretation using BNA, CCH other tools to analyze data.
- Collaborated in cross-functional team environments, providing support to team members as required to meet the goals and objectives of the global tax department.
- Performed additional duties as assigned, demonstrating adaptability and flexibility within the role.
Junior Data Analyst (Intern)
Nantex Inc.
Herndon, VA
02.2023 - 05.2023
- Created various schema objects like Tables, Views by Developing Sub-Queries with Joins to simplify complex queries.
- Developed Microsoft Power BI reports and Dashboards including data set ingestion and transformation, Modeling using the appropriate report templates.
- Migrated Tableau Dashboards into Power BI dashboards and reports.
- Demonstrated and promoted reporting best practices and use of data visualizations to empower data driven decision-making.
Student Worker – Dept of Management & Economics
Texas A&M University – Commerce
Commerce, TX
10.2021 - 02.2022
- Assisted a Regents professor on multiple research articles that impacted the exchange rate volatility on U.S trade with the world.
- Responsible for collecting, cleaning, labeling and conceptualizing large real-world data of various countries’ GDP utilizing SQL queries, Python libraries and advanced MS Excel.
- Performed qualitative and quantitative analysis and created reports, maintained and communicated analysis through Tableau dashboards.
Advanced Tax Analyst
EY Global Delivery Services, India LLP (Client: Goldman Sachs)
Bangalore, India
01.2021 - 07.2021
- Supervised and managed a team of 8 tax professionals, assisted in client management, prepared and reviewed more complex state tax returns. Assisted in client management and practice development activities around private equity and asset wealth management.
- Specialized in reviewing tax liability and tax practices on $100M+ tax compliance engagements. Maintained current knowledge of federal, state and local tax laws and codes; assisted with partnership and corporate tax filings and monitored compliance.
- Have profound knowledge in preparing and reviewing US Partnership Tax Returns (Federal and States) as per IRS standards, financial statement analysis, preparing work papers using Excel techniques.
- Integrated data-driven approach to automate state tax return filing procedures and reduced client turnaround time by 25%.
- Enabled the use of data visualization reports to display KPI’s for clients to help and identify opportunities for tax savings. Provided detailed analysis and strategic recommendations to the management and business partners.
Tax Associate 2 (SALT Practice)
PwC SDC PVT LTD (Client: The Carlyle Group)
Bangalore, India
03.2019 - 01.2021
- Functioned as team lead and managed teams of 8-12 professionals in multiple $1M+ projects independently from concept through completion in a tight deadline-driven environment. Extensive experience with the preparation/review of Partnership returns (both federal and State and Local Tax).
- Proficient with small and large Private Equity clients, often working on the preparation of work-papers, K-1s, returns and e-filing. Expert in clearing e-file diagnostics, XML validation errors and qualifying returns for e-filing purposes. Specialized in State And Local Tax (SALT)practices.
- Diagnosed business needs and performed detailed data analysis of large financial data to generate impactful reports to identify key metrics that facilitated accurate resource planning which improved the team’s efficiency by 40%.
- Ambassador in the creation of automation process for preparing tax estimates, extensions and state returns using UiPath that increased the team’s productivity by 35%.
- Led several business presentations of various analysis to the senior management using Power BI dashboards and TRACK to showcase KPI’s that enabled the client to stay compliant with federal and state regulations.
- Mentored staffs and seniors by sharing knowledge and lead practices, answering questions and assisting with problem solving. Acted in the capacity of a coach, mentor and guide to team members.
- Conducted tax compliance reviews for various entities, ensuring adherence to regulations and timely submission.
Operations Analyst
24By7 Digitizing
Coimbatore, India
07.2018 - 02.2019
- Identified various opportunities for improvement to create better customer value; converted the customer needs to requirements and documented the same for designers. Created a database using excel for prospective customers and increased productivity of marketing by 5%.
- Led training sessions for new hires and built a daily time management platform using excel for designers to monitor and thereby increase their productivity by 34%.
Tax Analyst
Ernst & Young LLP
Chennai, India
05.2017 - 06.2018
- Prepared tax returns for U.S-based partnerships and corporations; conducted comprehensive tax research and kept up to date on federal and state tax laws. Manage and maintain daily project tasks and work plans for specific clients.
- Analyzed clients’ businesses to identify tax reduction opportunities; navigated a wide range of business documents and handled large financial data to produce clear and accurate tax assessments. Ensure delivery of quality work and take day to day leadership of delivery team.
Education
Master of Science - Business Analytics
Texas A&M University – Commerce
Commerce, TX12.2022
Bachelor of Commerce - Accounting and Finance
M.O.P. Vaishnav College for Woman
Chennai, India04.2017
Skills
- Tax Tools and Concepts: OneSource Tax Technology (OIT, OSA, OTP), GoSystem, SAP, CheckPoint, CCH, BNA, US GAAP
- Business intelligence/Analytics Tools: Alteryx, UIPath, Tableau, Power BI, SQL Server Integration Services (SSIS),
- Advanced Microsoft Excel (Vlookup, Pivot Tables, Macros, VBA), MS Access, MS Word, MS PowerPoint
- State and local taxation, Tax software proficiency, Verbal/written communication, Tax return preparation
Timeline
Tax Associate
JPMorgan Chase & Co
02.2025 - Current
Domestic Tax Analyst
Nordson Corporation
05.2023 - 02.2025
Junior Data Analyst (Intern)
Nantex Inc.
02.2023 - 05.2023
Student Worker – Dept of Management & Economics
Texas A&M University – Commerce
10.2021 - 02.2022
Advanced Tax Analyst
EY Global Delivery Services, India LLP (Client: Goldman Sachs)
01.2021 - 07.2021
Tax Associate 2 (SALT Practice)
PwC SDC PVT LTD (Client: The Carlyle Group)
03.2019 - 01.2021
Operations Analyst
24By7 Digitizing
07.2018 - 02.2019
Tax Analyst
Ernst & Young LLP
05.2017 - 06.2018
Bachelor of Commerce - Accounting and Finance
M.O.P. Vaishnav College for Woman
Master of Science - Business Analytics
Texas A&M University – Commerce