Summary
Overview
Work History
Education
Skills
Timeline
Generic

VENKATA VAIBHAV VANKADARA

Summary

  • Self-motivated Tax Consultant dedicated to strategizing and evaluating techniques to minimize tax liability for clients. Experienced in preparing various types of returns, researching discrepancies and thoroughly reviewing financial records. Well-developed knowledge of multiple tax management software such as CCH. Expert in researching and correcting process errors.
  • Enthusiastic Tax Professional experienced in Individual Income tax returns. Applies in-depth knowledge of tax code protocols to optimize returns. Personable and thorough with 4.7 years of industry expertise.

Overview

5
5
years of professional experience

Work History

Deputy Manager

EisnerAmper
05.2022 - Current
  • Started working on Complex engagements with Family Office Clients where had a chance to work on different aspects of 1040 like interpretation and reporting of Other Income on Like 11-I Transactions and reporting them accurately.
  • Analyze and report the Income and deductions for PE, Hedge Fund K-1 Investments of clients and also report the transactions to be compliance oriented.
  • Got a chance to be part of Hiring events for our Campus hiring events and also worked as an SPOC for the transition of Work from our Mergers and Acquisition firms in the USA.
  • Currently based out in San Francisco for a Secondment opportunity from my Employer to have a better understanding of the Client's expectations and Process Improvements on how we perform on the ground to serve our clients better.

Senior Associate

Alliant Group India Talent Pvt Ltd
10.2020 - 04.2022
  • Joined as an Associate Analyst, where my primary task would be analyzing the trends of several clients &accounts as per Engagement requirements.
  • Also a part of the change management team as we are developing our own tools & environment to upscale our Firm competencies to deliver our clients an unparalleled experience.
  • Started to Review the 1040 and 1041 Returns prepared by our Team members and also had the opportunity to learn about different forms.

Tax Consultant

Deloitte India Tax Services Pvt Ltd
11.2018 - 09.2020

Joined as Tax Consultant -1 with Deloitte US Tax Firm, Individuals section in Nov 2018. Since the day I joined, I have been a part of a Team that deals with several types of clients as HNI, and VIPs of other Engagement clients.

•1.6 years of industry experience in Financial Services, focusing on Individual US Tax filings; also serving clients in the Consulting Industry.

•Experience at Deloitte Tax o Tax compliance experience includes US federal and state corporate and individual tax returns o Accounting for Income Taxes experience on middle market clients across all major industries o Clients served include a mix of public and private clients System Experience:

Education

MBA - Management Graduated

Institute of Finance And International Management
05.2018

BBA - Analytics & Finance

AICTE
AACSB, Bangalore, Karnataka
07.2016

Skills

  • Microsoft Excel
  • CCH
  • Data Visualization: Tableau, Power Bi, QlikView
  • Office Tools: MS Office, Word, Excel, Power Point

Timeline

Deputy Manager

EisnerAmper
05.2022 - Current

Senior Associate

Alliant Group India Talent Pvt Ltd
10.2020 - 04.2022

Tax Consultant

Deloitte India Tax Services Pvt Ltd
11.2018 - 09.2020

MBA - Management Graduated

Institute of Finance And International Management

BBA - Analytics & Finance

AICTE
VENKATA VAIBHAV VANKADARA