Sheetal K Chandran

Roles and Responsibilities

• Sales and Use Tax Client Data analysis and processing returns on OSU Web and Vertex application.
• Reconciling client data and processed data using MS Excel formulas.
• Setting up Vertex import templates.
• Review of Compliance Return Preparation and payment analysis using Money Manager application.
• Data processing using Alteryx and MS Access
• Preparing US transaction tax returns for Monthly, Quarterly, Semi annual and Annual filings.
• Review of all US Sales and Use tax returns and approval for filing.
• EDI Generation via OSU and Vertex Application
• Sales and Use tax filing for all US State and Local Returns
• Profile/Company/State Setup in OneSource OSU Web and Vertex application.
• Prepayment Return Preparation and Tracking credits for further payment adjustments.
• Working with tax groups on special projects as they arise, including tax minimization strategies, provide tax planning and tax compliance guidance on tax law change to clients.
• Assisting tax groups with sales tax calculations and filings.
• Working on notices and special tasks as per client requirements.
• Review of all sales and use tax online Return filing
• Preparation and Review of Canadian Online Return filing.
• Develop and document processes and efficiencies for compliance with Indirect Tax filings.
• Assist with tax registrations as the company expands.
• Preparation of admin/process reports using M.S Excel.
• Handling and guiding Billing preparation and review on various workflows using SYNC application.
• Handling and guiding BOT Process.
• Preparation of various reports on Workflows, Time management and Team budgets.
• Implementation of new engagements and setting up returns based on client requirements
• Handling end to end activities of Engagements assigned
• Billing clients for services provided
• Conducting Root Cause Analysis for errors and providing timely feedback and reminders to the team in order to avoid errors
• Preparing process documentations and providing trainings to Team
• Organizing and guiding team for project management and career growth
• Ensuring the team is collaborating closely with our clients and understands their requirements.
• Conducting process trainings.
• Conducting meetings and taking decisions regarding workflows and Targets.