Summary
Overview
Work History
Education
Skills
Swimming, Reading, Writing, Workout.
Timeline
Generic

Navnit Tandel

Scarborough,ON

Summary

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.

Overview

7
7
years of professional experience

Work History

Tax Senior

EY GDS LLP
09.2022 - 08.2023
  • Successfully delivered various US tax projects with technical excellence and practical business driven approach to solving complex client challenges.
  • Provided quality US pass through state tax returns, Schedule K1's and Go-System tax filings with preparing and
    reviewing calculations and work papers including k1 suite.
  • Generated revenue through identifying follow-on engagement opportunities and developing lasting relationships with clients, identified potential risks and opportunities to improve processes, contributed to business development and client pursuit activities.
  • Developed understanding of key US tax issues, trends, tools, and maintained reputation as an authoritative
    professional.
  • Conducted training, managed, coached, and developed junior resources, peers to help them focus on technical and
    client service skills to progress their career aspirations.

US Tax Consultant

Deloitte
11.2018 - 08.2022

• 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.

Client Service Representative

BNY Mellon
05.2017 - 10.2018

• 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.

Assistant Manager

Axis Bank
07.2016 - 03.2017

• 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.

Education

CERTIFICATE PROGRAM: STRATEGIC MANAGEMENT - Accounting

Centennial College of Applied Arts And Technology
04.2024

MBA - Finance

Pune University
Pune, India
04.2016

BMS - Finance

Mumbai University
Mumbai, India
04.2014

Skills

  • Tax Preparation & Review
  • State Income Tax Compliance
  • Mentoring & Training
  • Project Management
  • Analyze and Research Tax Transactions
  • Tax Consulting

Swimming, Reading, Writing, Workout.

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.

Timeline

Tax Senior

EY GDS LLP
09.2022 - 08.2023

US Tax Consultant

Deloitte
11.2018 - 08.2022

Client Service Representative

BNY Mellon
05.2017 - 10.2018

Assistant Manager

Axis Bank
07.2016 - 03.2017

CERTIFICATE PROGRAM: STRATEGIC MANAGEMENT - Accounting

Centennial College of Applied Arts And Technology

MBA - Finance

Pune University

BMS - Finance

Mumbai University
Navnit Tandel