Manager Assistant

Meenakshi Tayal

* ******* ***** ****, ******, NJ 08837 ■ Home: (732) 354 – 4961 ■ Cell: (908) 217 – 1480 ■ abnxi3@r.postjobfree.com

Career Objective

To pursue a challenging and fulfilling career in tax management. within a professional services environment which will offer

growth and career opportunities.

Areas Of Expertise

Strong Communication Skills

Tax Compliance

Standardization of Work-Papers

K-1 Planning and Delivery

International Taxation/Foreign Information

Client Relationship Management

Reporting

Professional Summary

SENIOR SECURITIES ANALYST ~ TAX COMPLIANCE ~ PROCESS STANDARDIZATION ~REPORTING

Meticulous, talented professional with extensive experience with financial institutions and major accounting firms. Over 15+

years of experience in the financial service industry, public and private work environments including accounting, auditing and

filing of tax returns. Have a strong track record of efficiently managing Tax Compliance for multi-million dollar Private Equity

Funds, successfully delivering deadline driven projects / programs realizing benefits in process improvement and fostering

effective business relationships with fund managers. Recent successes include increasing productivity and effectively running

project teams. Possesses strong hands-on experience in filing Tax returns for Partnership entities, Corporations and

Individuals. Technically proficient in MS Excel/ MS Word, Go Systems (Fast tax) and Pro SystemFX (CCH) and

knowledge of SAP FICO. Have the flexibility to work in various capacities, as an individual contributor, team member or

team guide and leader.

Experience:

Citi Private Equity Services, Inc., Roseland, NJ Apr 2008 – Present

Assistant Vice President ~ Tax Manager

Review of Partnership, Federal, State, Foreign informational and corporate tax returns.

Review of foreign blocker corporate returns (1120 – F).

Review of US withholding forms for foreign investors (1042 / 1042S, 8804 / 8805)

Have hands on experience working with tax work papers and allocation templates.

Review and standardize tax work papers and allocations for various private equity funds.

Review tax deliverables for a multiple tier employee plan structure and the following fund types:

■ Fund of funds ■ Direct Private Equity Funds ■ Hedge Funds.

Review US international reporting requirements for investments in foreign portfolio companies and partnerships

including PFIC, CFC, ECI, etc.

Research on various tax issues.

Preparing and reviewing tax estimates.

Calculate/Review book to tax adjustments.

Review partner level deliverables for a multitude of clients (tax work papers, allocations, K-1’s, K-1 equivalents etc.).

Managing and allocating client assignments to the team to ensure client deliverables are met in a timely and efficient

manner.

Undertake tax research and special projects as necessary.

Preparing for and conducting internal tax training for the team.

Accomplishments

Promoted to Tax Manager effective 01/01/2011.

Training and developing new tax team members

.

Credit-Based Asset Servicing and Securitization, LLC, New York, NY Jan 2004 – Mar 2008

Senior Associate – Team Lead

Preparing financial statements for a number of companies

Preparing Tax returns for individuals, partnerships and corporation using Pro SystemFX (CCH).

Research tax issues as necessary.

Prepared approximately 150 Partnership tax returns every year.

Prepared schedule K-1 for all the partners in the respective entities.

Perform tax provision including FASB 109/Effective Tax Rate analysis.

Preparation of Partner’s taxable income allocation statements on an annual basis.

Timely and accurate completion of assigned tax provisions and tax returns. This includes the preparation of state and

federal extensions as required by the various agencies (i.e. IRS, NYS, MD etc). Ensure that all work submitted is

properly supported, explained and documented.

Assist in documentation of current and new tax policies and procedures.

Prepared tax estimates for the income for various entities.

Assisted in the year-end financial reporting process.

Accomplishments

Promoted to Tax Associate

BARAYA & CO. (CHARTERED ACCOUNTANTS), Jaipur (India) Sep 1996 – Apr 2001

Examined journal vouchers, general ledger account reconciliations and performed variance analysis for financial

statement accounts including trend analysis.

Assisted in tax audits and preparation of various tax returns

Responsible for bank and cash reconciliation for all regions

Generated monthly close of financial statements and prepared reports

Assist senior accountants with special projects

Prepare and input journal entries for month end close

Prepare cash flows

Successfully transitioned budget from excel spreadsheet to the accounting system

Accomplishments

Promoted to Accountant from Assistant Accountant

Trained new recruits on report preparation and audit work

GHIYA & CO. (CHARTERED ACCOUNTANTS), Jaipur (India) Aug 1993 – Aug 1996

Recording transactions and balancing the books for various clients of the firm

Finalization of the accounts and balance sheet preparation.

Lead a team of auditors in independent audits of several small going concerns and partnership firms

Responsible for the process, documentation and the primary report preparations

Substantial experience in concurrent audits, statutory audits and internal audits

Assisted in preparation of various tax documents

Assisted in financial planning and other works for various reputed clients

Accomplishments

Promoted to Audit and Account assistant from bookkeeper

Lead independent audit teams

Referred new clients resulting in increase in revenue by 10%

Professional Qualifications

Successfully Passed Uniform CPA Examination, CT

AICPA

Chartered Accountant Intermediate

The Institute of Chartered Accountants of India (India), 1997

Certificate program in Computers

COMPUCOM Software Ltd. (Jaipur), 2000

Six months training in MS Office (MS Excel/Word)

Educational Qualifications

MASTERS OF BUSINESS ADMINISTRATION (MBA)

Rajasthan University, Jaipur (India), 2002

Awarded trophy for first rank in merit list of MBA - Finance & Marketing

MASTERS OF COMMERCE IN ACCOUNTANCY AND BUSINESS STATISTICS

Rajasthan University, Jaipur (India), 1996

BACHELORS OF COMMERCE IN BUSINESS ADMINISTRATION (HONORS)

Rajasthan University, Jaipur (India), 1993

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