Krushan Patel

• Analyze Accounts for funds and Tax regulations and reporting requirements for Funds, managed by RBC IS
• Evaluate all account balances and Prepare tax returns for Funds and perform regular audits on all tax return.
• Ensure accuracy in all working papers and analyze all accounting and tax information.
• Preparing reports, tax documents (like T3 Factors, Returns, etc.) to submit to record keepers, regulatory authorities and clients on time.
• Research tax issues and stayed current on all federal and state tax laws.
• Calculated Monthly, Quarterly and Yearly distributions for multiple funds and clients simultaneously.

Achievement & Merits:-

• Set agenda and lead meetings, internally, with clients, auditors and with other organisations, to inform, collaborate, address concerns and provided solutions.
• Reduced operational costs with thorough analysis of vendor performance metrics and contract / licence negotiations, with 3rd party Industry leader.
• Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
• Improved internal knowledge sharing by developing comprehensive documentation outlining desk operating procedures for various tasks.
• Validated results and performed quality assurance and to assess accuracy of data.
• Identified and resolved problems through root cause analysis and research.
• Recommended process improvements to continually identify, analyze and fix constraints and challenges.
• Researched and adopted new technologies to add value to existing processes.
• Cultivated relationships with industry leaders and within company to share relevant informations on regulations and norms set by CRA.
• Gathered, organized and input information into digital database.
• Created and managed project plans, timelines.
• Enhanced organisation's regulatory compliance through meticulous preparation and review of tax returns and backups.
• Collaborated with colleagues to research complex tax issues, ensuring accurate interpretation of regulations and laws.
• Managed relationships with external auditors, providing timely responses to requests for information and resolving any discrepancies.
• Developed training materials for staff members responsible for handling taxes within their respective departments, promoting a culture of compliance across the organization.
• Communicated complex tax concepts to non-tax professionals within the organization, helping them understand how their actions could impact overall liabilities or credits.

• Generating useful reports on 3rd party business or inhouse projects based on the statistical analysis of accumulated data
• Filtering data reviewing various reports and performance indicators to identify and correctly sequencing it as per requirement
• Using statistical tools to identify, analyze, and interpret patterns and trends in data sets that could help in diagnosis and prediction
• Working with programmers, engineers, and management heads to identify and process improvement opportunities, propose system modifications, and devise strategies
• Preparing reports for the management stating trends, patterns, and predictions using relevant data.

Achievements & Merits:

• Timely delivery of the reports assigned, before deadline
• Appreciated time and again for sorting through complex data and providing accurate and brief reports, by management.