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EXPERIENCE:
ABC Corporation
Tax Manager
Responsible for all aspects of tax preparation, planning and research for the partners of
the investment firm.
Heavy involvement in tax strategies and supportable tax solutions for partnerscomplex
tax returns including hedge funds, estates, trusts and private foundations.
Communicate regularly with partners to build positive relationships.
Able to lead and manage multiple engagements simultaneously.
Manage, review and prepare US federal and state income tax estimated payments and
submission.
Attend tax seminars to monitor and identify tax development for planning and compliance.
Handle IRS and State tax notices.
DEF Incorporated
Tax Manager
Responsible for the review of the US federal and state returns for numerical,
presentational accuracy and issue identification including analysis of return to provision
adjustments.
Responsible for maintenance of SOX documentation and processes including FIN 48
reserves documentation and analysis.
Responsible for the preparation of annual and quarterly tax provision including
forecasting of legal entity profit before tax.
Responsible for the preparation of foreign bank account information T.D. F90-22.1, F5471
and F1118.
Responsible for the review of state apportionment factors.
Responsible for the review of sales and use tax returns and managing the audits.
Responsible for the review of property tax returns and managing the audits.
Assist in Tax Structure documentation and implementation as well as transfer price
documentation.
Responsible in the reconciliation of deferred tax balances and assist in drafting the 10-Q /
10-K.
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Regularly work with 3 party tax vendors on various tax projects.
GHI Company
Direct Tax Manager
Structuring tax efficient business models for MNCs setting up operations in India
Migration of Holding Companies to tax efficient jurisdictions
Mitigation of Minimum Alternative Tax for Indian companies
Proactively marketing new tax products of PwC to clients/ pursuits
Writing for publication houses and newspapers on tax topics
Mentoring and training a junior team
Strong client relationship and communication skills
EDUCATION:
BS in Accounting:
1972 - 1976
COMPUTER SKILLS:
AFFILIATIONS: