Aspiring a challenging and growth-oriented career in an esteemed organization to prove the best of my ability in achieving the objective of the organization, at the same time helping me utilize my potential to the fullest for the development of the concern and thus enhancing my professional and personal status.
Overview
7
7
years of professional experience
8
8
years of post-secondary education
Work History
Tax Associate
Price Waterhouse & Co LLP, Global Mobility Services
Bangalore, Karnataka
04.2020 - 02.2022
Expert in International Taxation specifically related to analyzing Double Taxation Avoidance Agreements.
Independent handling of tax compliance and return filing for high-net-worth individuals of large multinational companies.
Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
Offered clients recommendations to reduce tax liabilities.
Draw up computation for planning finances/ income and arriving at th taxes.
Interviewed high net worth clients to collect information and gather necessary paperwork prior to preparing tax returns.
Perform the tasks of preparing monthly withholding calculations and advising the client's for tax payment to Income tax authorities.
Advisory services include advice on the taxability of components, solving payroll issues, advice on deductions and exemptions to be claimed, compensation and benefits structuring, drafting of employment letters and assignment-related documents.
Prepared written responses or tax return amendments in relation to tax assessments.
Have been successful in defending the tax assessment cases related to double taxation relief (i.e., foreign tax credit and exemption) claimed in the tax return of expatriate employees.
Briefing foreign nationals about the Indian tax system and assisting them in compliances like estimation of income, tax withholding etc.
Experience in coordinating with various client contacts and tax professionals in overseas countries.
Ability to handle confidential information with complete discretion.
Handled the clients independently and provided the deliverables within the stipulated time.
Developed in-depth knowledge of client business and industry through direct interaction while working on various aspects of engagement.
Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry and technical matters to remain current on tax legislation.
Secured and properly handled confidential data to protect against unauthorized access, improper transmission and unapproved disclosure.
Facilitated communication between clients and tax authorities.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Review work papers of juniors for accuracy and completeness.
Senior Associate
CGI Information Systems & Management Consultants Pvt Ltd - Global Mobility Operations
Karnataka, Bangalore
02.2018 - 04.2020
Generating and delivering weekly/monthly payroll instructions to assignees and payroll contacts.
Acted as a single point of contact for internal/external stakeholders in relation to Global payroll processing for employees.
Administration of payroll services for expatriates.
Coordinating with various global offices and payroll vendors for processing payroll.
Determining the taxability of salary components that are to be paid in host country and advising the payroll vendor to calculate and remit taxes in the host country.
Managed payroll data entry and processing for 400 plus employees to comply with predetermined company guidelines.
Analysing the scope of CoC in various countries and advising the same to the vendor for necessary action.
Manage the delivery of payroll services for expatriates globally including validation of pay registers for accuracy of tax and social security contributions.
Managed Global mobility payroll for 14 plus countries on monthly and weekly basis.
Checked figures/postings for correct entry and mathematical accuracy.
Co-ordinating and initiating tax services (i.e., Tax return, CoC, Assessments etc) for the employees with the tax service provider
Performed calculations in overtime to provide accurate data to payroll processing database/payroll vendors.
Co-ordinating with home payroll and finance team for collecting information, which is required to process the payroll
Calculating of hypo taxes for various components paid to the employees through host payroll.
Providing tax service provider with all the necessary payroll reports/information required for tax return filing in home and host country.
Communication on key events, dates and maintaining global payroll compliance throughout CGI
Prepared reports to substantiate individual transactions prior to assignment final settlement by validating various components such as salary, benefits, ad hoc payments, etc
Coordinating with local payroll and finance team for recovery of advances paid to employees during the initial phase of the assignment.
Coordinating and responding to employee queries with respect to payroll and tax.
Preparation of compliance reports globally and submission of reports/documents to the authorities (Example UK– P11D submission, STBV reporting)
Manage/calculate Profit participation payout – Bonus for Expat Individuals
Prioritized tasks to meet payroll deadlines, pitching in to assist others with project duties.
Maintained confidentiality on projects, with clients and regarding corporate data to alleviate data breaches.
Submitted reports on payroll activities.
Prepared reports for scheduled audits and assisted with audit process to facilitate faster completion of tasks.
Investigated payroll variances and employee claims to resolve discrepancies and balance financial records.
Calculated deductions and processed payroll for employees.
Applied knowledge of regulations, employment law and tax code to keep operations in compliance with applicable standards.
Complied with established internal controls and policies.
Improved employee satisfaction by quickly and effectively addressing inquiries and complaints.
Verified on-time submission of payroll taxes and within constraints of host country tax authorities.
Served as liaison, facilitating communication between project and employees.
Worked varied hours to meet seasonal and business needs.
Documented procedures, identified areas to improve internal controls and gain additional efficiencies and implemented policy changes.
Researched payroll errors and processed salary payments for expatriate population in CGI.
Develop, implement, and improve Global Mobility payroll processes and procedures.
Trained and supported new team members, maintaining culture of collaboration.
Senior Tax Analyst
Price Waterhouse Coopers (PwC), Global Mobility Services
Karnataka, Bangalore
05.2015 - 02.2018
Perform the task of preparing and filing tax return for expatriates for large multinational companies.
Successful in completing three Income-tax return filing seasons.
Preparation of monthly withholding tax estimations for expatriates and advising taxes to the client
Handled 150+ tax return preparation/reviews of Indian tax returns for expatriates in each tax season
Calculated taxable income and determined tax liabilities and issued payment instructions to facilitate timely individual tax payments.
Applying Permanent Account Number (i.e., tax identification number) for expatriates and assisting in providing necessary documentation
Obtaining Certificate of Coverage for international workers
Handling tax assessment cases independently like preparation of written submissions and visiting the tax department for providing information to the Tax Officer.
Interacting with the Income tax officer to solve the queries raised in relation to the tax assessement.
Oversee and manage immigration services to expatriates and their accompanying family members on Registration of visa with the Indian Visa authorities (FRRO) within 14 days arrival.
Assisted expatriates in obtaining Residential Permit, Extension of residential permit, Extension of Visa, Change of address, Departure formalities, etc.
Briefing assignees about the FRRO process and providing documentation required for registration of Visa.
Accompanying the client to India Visa office in order to provide support to the members during respective services.
Capable of preparing of various letter required to submitted to FRRO authorities.
Frequent interaction with India Visa office in order to obtain clarification on specific cases.
Documentation of all the paper works in a systematic and organized manner
Interaction with high net worth clients to resolve their queries related to FRRO.
Researched tax issues and stayed current on India tax laws.
Professionally negotiated and dealt with taxpayers in confrontational situations.
Kept case data and contact information up to date to expedite proceedings.
Responded to taxpayer questions and helped individuals complete and file tax documents prior to tax return filing.
Researched tax issues and stayed current on all India tax laws.
Assisted manager in planning and execution of short-term and longer term goals and objectives.
Attended continuing education to increase professional expertise and obtain knowledge of updated tax laws and compliance criteria.
Responsible for conducting continuous learning sessions for the whole team.
Documentation of all the paper works in a systematic organized manner.
Education
Post-graduate Diploma - Financial Planning
Seneca College
Markham, ON
01.2022 - Current
MBA - Finance
Pondicherry University
Bangalore
06.2017 - 12.2019
Bachelor of Commerce - Finance
Christ University
Bangalore
06.2012 - 04.2015
Pre-University - Commerce
Christ Pre-university College
Bangalore
06.2010 - 03.2012
Skills
Expatriate/Global Payroll
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Accomplishments
Successful in completing five Income-tax return filing seasons in this tenure.
Completed more than 150 individual tax returns each tax season.
Achieved numerous recommendations from highly satisfied clients.
Received PwC Experience Award thrice for exhibiting the PwC behaviors.
Received CGI performance Award twice for showcasing the values of CGI.
Set up payroll process for global mobility services in two countries to run expatriate payroll as per local tax laws.
Consistently received positive performance reviews.
Timeline
Post-graduate Diploma - Financial Planning
Seneca College
01.2022 - Current
Tax Associate
Price Waterhouse & Co LLP, Global Mobility Services
04.2020 - 02.2022
Senior Associate
CGI Information Systems & Management Consultants Pvt Ltd - Global Mobility Operations
02.2018 - 04.2020
MBA - Finance
Pondicherry University
06.2017 - 12.2019
Senior Tax Analyst
Price Waterhouse Coopers (PwC), Global Mobility Services
05.2015 - 02.2018
Bachelor of Commerce - Finance
Christ University
06.2012 - 04.2015
Pre-University - Commerce
Christ Pre-university College
06.2010 - 03.2012
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