Tax Senior with 7+ years of extensive Business personal property tax and Pass-through taxation experience with emphasis on schedule K1's and state compliance. Proficiency in use of accounting and tax software programs like Go-System Tax RS, K1G, K1 Suite, PF. Excellent tax compliance skills with keen attention to detail to drive results.
• Compliance and rendition for States along with K1s preparation for private equity funds.
• Performed detailed technical review of property tax renditions and work papers along with tax bills and notices for large businesses.
• Coordinated with in-house tax preparation team within firm and clients' tax department.
• Provided training, assistance with engagement workflow management and supervised tax consultants on assigned
engagements.
• Answered team members queries, helping them resolve problems and overseeing their work for quality and
guideline compliance.
• Provided quality customer services, including interaction with clients/Senior managers, answering client queries
and effectively handling client complaints.
• Provided quality support to clients with complex transactions and processes on daily basis.
• Independently assisted clients by responding to phone, email and other inquiries regarding company products, services, and procedures.
• Responded to client questions on BNY Mellon product features and provided technical assistance for issues that have been escalated by junior team members.
• Researched and resolved moderately complex operational or client issues.
• Routed issues that cannot be addressed at point of contact to appropriate team, in accordance with documented procedures.
• Assisted in providing status updates on problem resolution and outstanding issues to other teams.
• Scrutinized client documents and executed trade export procedures.
• Handed export SWIFT messages received from foreign banks.
• Executed merchant trade transactions including ORM and IRM.
• Discounted and realized foreign bills as per RBI norms and bank's rules.
• Miscellaneous transactions like due date extension, crystallization and recovery, charges reversal, GR waiver etc were performed.
• Executed TCS bills for lodgment, realization, reconciliation of executed data as per RBI norms and raising NOC in EDPMS.
I'm an outgoing person, and like hanging out with friends. I enjoy being physically active, and spend lot of time reading and upgrading myself.