Jitendra Kumar Baid
Calgary,Alberta
Summary
US Tax Manager with a proven track record at JMH & co and Ernst & Young LLP, specializing in complex U.S. tax compliance and resolution. Expert in CCH Access and adept at leading high-performing teams, demonstrated by training initiatives and managing cross-border projects. Achieved significant improvements in process efficiency and client satisfaction.
Overview
11
11
years of professional experience
Work History
Tax Manager
JMH & co
Calgary, Canada
09.2024 - Current
- Review domestic, international, federal, and multi-state individual U.S. tax returns.
- Take care of US forms like FBAR, 8938, 5471, 5472, 3520, and 8621-PFIC filing for my clients.
- Review of US corporate tax return (1120 & 1120-F), trust tax return (1041), and partnership return (1065).
- Prepare W-7, W-8 BEN-E, SS-4, etc.
- Manage project financials (budgets, WIPs, timely billing and collection, and variance recognition).
- Trained new hires and contractual hires. Towards professional and personal development. And conduct formal, written annual performance reviews.
- Resolved notices issued by the IRS and state tax authorities.
- Research client issues that arise from compliance or planning work, such as the effects of various tax treaty provisions on the taxpayer (capital gains, dividends, business profits, etc.).
- Promote regular attendance, balanced lifestyle and high standard of team wellness.
Tax Senior
Ernst & Young LLP
Calgary, Canada
05.2023 - 09.2024
- Review of (1040) inpat, expat, cross-border & domestic HNI clients (US tax return) & T1 tax returns
- Review of trust tax return (1041) and partnership return (1065).
- Prepare and Review of US corporate tax return (1120 & 1120-F)
- Work on tax notices and application of W7, W8 BEN-E, SS-4, etc
- Take care of FBAR, 8938, 5471, 5472, 3520 & 8621-PFIC filing of my clients, wherever applicable
- Contribute to the development of new ideas and approaches to improve work processes and review of daily utilization and productivity for my team.
- Handled client notices/issues with IRS and CRA.
- Worked with a team of 5 staffs.
Assistant Manager
Manrke
Markham, Canada
07.2022 - 05.2023
- Reviewer of (1040) inpat, expat, cross-border, and domestic HNI (U.S. federal and state tax return)
- Prepare and review the US trust tax return (Form 1041) and the partnership return (Form 1065).
- Prepare the U.S. corporate tax return (1120).
- Work on tax notices and the application of SS-4, W-7, W-8, BEN-E, etc.
- Preparation of FBAR, 8938, 5471, 5472, 3520, and 8621-PFIC filing for my clients, wherever applicable.
- Handled client notices from the IRS.
- Work and manage a team here in Toronto, Canada, of three staff members, and manage a team in Delhi, India, of eight staff members.
- Helping to find good resources to build an upcoming team in Dubai, and to manage the existing team in India.
Assistant Manager
Ernst & Young GDS Pvt Ltd
, India
01.2018 - 05.2022
- Review of inpat, expat, HNI, and cross-border assignees (U.S. federal and state tax return)
- Preparation of corporate tax return (1120), trust tax return (1041), and partnership return (1065).
- Engaged with international MNCs to drive business objectives.
- Take care of FBAR, 8938, and PFIC filing for my clients, wherever applicable.
- Resolved notices issued by IRS and state tax authorities.
- Handled client issues (Issue of various financial advice and tax process)
- Led a team of seven staff members, ensuring seamless coordination and task execution.
- Reviewed daily team utilization and productivity.
- Conducted training sessions for recruits in both permanent and temporary positions during 2020 and 2021.
Tax Consultant II
Deloitte Tax Services India Pvt Ltd
, India
01.2016 - 12.2017
- Preparation and review of inpat, expat, HNI & cross border assignees (US federal & state tax return)
- Take care of FBAR, 8938, and PFIC filing for my clients, wherever applicable.
Associate US Tax
Price Waterhouse Coopers - India
, India
01.2014 - 12.2015
- Preparation of inpat, expat, HNI & cross border assignees (US federal & state tax return)
Education
MBA - Finance and Marketing
Bangalore University
Bangalore, India06.2012
BBA - Financial Management
West Bengal University of Technology
Kolkata, India07.2010
Skills
- CCH Access
- Ultra Tax
- MS Office
- Teams and Outlook
- Adobe
- SP Binder
- Canopy
- GO System
- Global Advantage Tracker
- Various other tax information management tools
Accomplishments
- Multiple spot award at EY, Deloitte, and PwC.
- Best hire award 2016 in Deloitte Tax Services India Pvt Ltd (Out of 300+ Hires).
- Performance award (Deloitte) for 2016 & PwC SDC Achievers award 2015 (Twice).
- Have represented West Bengal (India) state in cricket (Sport) from 2003-05.
Timeline
Tax Manager
JMH & co
09.2024 - Current
Tax Senior
Ernst & Young LLP
05.2023 - 09.2024
Assistant Manager
Manrke
07.2022 - 05.2023
Assistant Manager
Ernst & Young GDS Pvt Ltd
01.2018 - 05.2022
Tax Consultant II
Deloitte Tax Services India Pvt Ltd
01.2016 - 12.2017
Associate US Tax
Price Waterhouse Coopers - India
01.2014 - 12.2015
MBA - Finance and Marketing
Bangalore University
BBA - Financial Management
West Bengal University of Technology
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