Detail-oriented tax professional with over eight years of experience in U.S. and Canadian taxation, specializing in cross-border taxation, global mobility and high-net-worth client services. Expertise in complex tax compliance, estate and gift tax, and trust reporting. Proven ability to manage multi-jurisdictional engagements and lead teams to deliver strategic tax solutions. Recognized for enhancing tax efficiency and ensuring compliance across diverse client portfolios.
Overview
10
10
years of professional experience
Work History
Senior Tax Analyst
Doane Grant Thornton LLP
Vancouver, BC
06.2023 - Current
Managed end-to-end preparation and review of complex U.S. and Canadian personal tax returns, ensuring compliance with cross-border regulations.
Experienced in handling the preparation and review of complex form filings for both U.S. and Canadian filings, such as Form 5471, 8621, 3520, estate filings, Form T1, Form T1135, T1243, Sec 216 returns, Departure Tax filings, treaty-based filing(s), and streamline filings.
Provided strategic advice on cross-border tax implications based on client-specific situations.
Reviewed U.S. and Canadian tax returns prepared by junior staff to ensure compliance and accuracy.
Collaborated with tax authorities and clients to resolve compliance queries effectively.
Assisted partners, managers, and senior managers with proposals and business development initiatives to enhance client engagement.
Trained and mentored analysts to improve their expertise in taxation matters.
Researched complex legal documents including statutes, regulations, rulings as required by management or clients.
Working towards completing US CPA Designation.
Associate Manager
WithumSmith+Brown
Bangalore, India
10.2022 - 12.2022
Reviewed U.S. tax returns for high-net-worth individuals to ensure compliance and accuracy.
Recommended integrated financial software, achieving a 15% reduction in operating expenses.
Translated complex business data into actionable insights for strategic decision-making.
Advised clients on tailored tax solutions, managing multiple engagements to meet deadlines.
Senior Tax Associate 2
PricewaterhouseCoopers(PwC)
Bangalore, India
02.2018 - 04.2022
Delivered over 1,500 annual chargeable hours in tax planning and return preparation.
Managed end-to-end global mobility tax compliance for internationally mobile employees, including the preparation of individual tax returns, tax projections, and tax equalizations, along with conducting tax briefings and consultations, and coordinating gross-up and shadow payroll reporting.
Led high-value tax engagements for high-net-worth individuals, and worked on various complex tax filings (5471, 8621, gift, and estate taxation) under the Private Client Services program.
Implemented tax reduction strategies that cut global mobility costs by 20% and enhanced forecasting with monthly estimated and deferred tax calculations.
Managed and mentored associates and interns; conducted technical reviews, training sessions, and performance assessments.
Acted as the CCH software lead and expert, resolving firm-wide queries, and conducting update briefings during tax season.
Produced high-volume, accurate tax returns during tax season (60+ hrs/week), and handled complete documentation for federal, state, and local filings.
Responded to state and federal tax notices by preparing written responses or tax return amendments, saving 20% in interest and penalty expenses for the clients.
Advanced Tax Analyst
Ernst & Young(EY)
Bangalore, India
05.2015 - 02.2018
Prepared U.S. Federal and multi-state income tax returns, including tax equalizations and reconciliations, were conducted with detailed walkthrough with clients.
Contributed over 1,700 chargeable hours toward return preparation, consistently meeting budgetary and performance expectations.
Provided tax compliance support to individuals and businesses by addressing taxpayer queries, completing tax forms, and ensuring adherence to regulatory requirements.
Communicated with taxing authorities regarding notices and audits, delivering comprehensive written responses and documentation.
Conducted tax research and process reviews, recommending, and implementing improvements to enhance compliance and operational efficiency.