Manager Information Technology

BRIEF PROFILE

Tax regulation and audit strategist specializing in individual & corporate compliance, auditing analysis, due diligence and reporting. Commanding mathematical acumen with strong work ethic and ability to work well with a team. Skilled researcher gathering data through a range of channels for accessing tax liability and preparing appropriate documentation. Proficient in latest most innovative technological tools and systems. Self-motivated and focused on achieving top results for business and clients.

ONGOING UNDERTAKINGS

Employed with H&R Block as Enrolled agent since November 2014.

Volunteering as Guardian Ad Litem (GAL) with Court Appointed Special Advocates (CASA) in conjunction with Children in Placement - CT, Inc. (CIP). Recently concluded a case with Probate Court in Hartford.

STRENGTH

Efficiently lead teams with varied skill sets to complete multifaceted assignment on schedule & budget with high customer satisfaction scores.

Quickly adaptable to any professional environment and related business ethics.

Enhanced understanding of processes, procedures and controls in audit assignments with efficient and complete documentation.

Excellent communication and interpersonal skills enabling frictionless execution of assignments, ensuring good relationships with clients, increased team productivity and timely status updates to leads & executives in audit engagements

Handled risks & issues effectively by timely escalation and implementation of mitigation strategies for their timely resolution.

Combined technical and management skills while mentoring team members as they resolved complex assignment issues and provided expert technical advice supporting leads for audit decisions.

Established qualitative relationship with the audit and tax clients and

facilitated continuance of services.

Adaptability and quick learning of functional domain & technical updates has proved my suitability to varied client structure and challenges.

Superior computer skills, including proficiency in moderate to complex operations utilized in spreadsheet programs and other common computer applications.

DETAILED WORK EXPERIENCE

Enrolled agent / Master Tax Advisor - H&R Block & Block Advisors November 2014 - Present

As renowned Enrolled agent I was assigned the responsibility to handle complex tax returns in where the most challenging situations are faced and advising the clients of the best tax decision for the future. My role in H&R Block / Block Advisors extends to

Deep and broad understanding of multiple areas of specialization along with building trust based relationships with Individuals, Small businesses, Partnerships (Form 1065), Non-profit Organization and Corporations (Forms 1020S / 1020).

Clear knowledge on Estate / Gift Taxes to ensure the clients at desk are adequately advised during family member demises, inheritances and other financial changes.

Profound knowledge on taxes for foreign nationals and inclusion / exclusion of world-wide income and issuance of Individual Tax Identification Numbers (ITIN).

Contributed to the increased revenue share for the office and the district in the short time. Have so far accumulated over 800 trusting clients to my book of business generating revenue for over $160,000 per tax season.

Helped clients with second look and amending their previously filed tax returns with an updated refund of over $50,000.

Handled client issues with confidence that other tax professionals hesitate and earned the business of walk out clients.

Highlighted the importance of education benefits, retirement planning and consequences of early retirement withdrawals to all my clients so they believe in the imperativeness of early planning and avoid payment of additional penalties.

Easing the clients through their tension, distress and anticipation of growing updates with the tax regulations.

Achieved continuous growth through tax research, analyses and documentation of tax issues from high to highest complexity and diverse breadth.

Resolved long pending client issues with IRS and enabled a bridge for offer in compromise. Hold an active CAF file for client support.

Assistant Manager (AERS) - Deloitte Haskins & Sells (Bangalore, India) Sept 2007 - Jan 2011

As Assistant Manager in Deloitte Haskins & Sells (Audit wing of Deloitte Touché Tohmatsu, India) hands-on experience in the audit of Manufacturing, Information Technology, Trading, Service industries, Real-estate Consultancy as a team member and subsequently moved on to be a team leader. The responsibilities included:

Designing the audit strategy for the clients which includes understanding the principles of business functions, prioritizing and planning the areas of audit and responsible for executing on schedule.

Review and evaluation of internal controls and risk assessment.

Ensuring compliance with Indian Accounting Standards and Audit & Assurance Standards.

Examine client's market and back-test audit review theories using technical analysis of patterns and history.

Handling statutory audit and tax audits of listed and unlisted companies and quarterly limited review of listed companies in accordance with Securities Exchange Board of India requirements, which included analytical review, trend and variance analysis and corporate governance.

Preparing management reports and feasibility reports including financial, legal and compliance reviews.

Certification work for Qualified Institutional Placement of Securities.

Involved in investigation fraud for misappropriation of funds and facilitated mitigating the risk by advising enhancement of internal controls and efficiency of entity policies.

Analyzed the monthly reporting of the entities with the budgets allocated in order to ensure planned and organized method of final reporting and accomplishment of entity objectives.

Performed surprise checks to verify compliance with controls and policies in order.

ACADEMICS

Pursuing Certified Public Accountant (passed REG & FAR)

Enrolled agent licensed since November 2015

Certified Forensic Accountant with the Institute of Certified Forensic Accountants, Delaware / Canada - July 2014

Published a dissertation on ‘Identification, Assessment and Mitigation of Fraud in Financial Statements’ with the Institute of Certified Forensic Accountants - 2014

Associate Chartered Accountant from the Institute of Chartered Accountants of India (ICAI), India - May 2007

Bachelors & Masters in Commerce from the University of Madras, India - May 2003 / May 2005 (transcripts available fulfilling 150 hours of education)

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