US Taxation, 1065, 1120, Investment partnership, Hedge Funds

Neeraj D Mantri

Email: **************@*****.***

Mobile: 878-***-****/ 814-***-****

CAREER OBJECTIVE

To obtain a dynamic & challenging opportunity that contributes to the outstanding success of the organization via 3+ years of my US Tax & finance experience and to secure not only a job but also a responsible career opportunity where I can fully utilize my training and management skills while making a significant contribution to the success of my employer. EDUCATION

Course Institute/College University/Board Year % / CGPA PGPM IBS-Pune IBS-Pune 2013-15 9.39/10

BCom

Brihan Maharashtra

College of

Commerce(BMCC)

University of Pune 2010 62.88%

H.S.C

Brihan Maharashtra

College of

Commerce(BMCC)

University of Pune 2007 74.50%

S.S.C Abhinava Vidyalaya Maharashtra Board 2005 82.13% WORK EXPERIENCE

I) Organization: PricewaterhouseCoopers Service Delivery Centre Duration: Jan 2017 – Till Present

Designation: Associate - II (Enrolled Agent certification paper 3 cleared) Key responsibilities:

Client work

• Preparing federal tax workpapers, analysing flow-through K-1s, Prepare/Review federal returns and Schedule K-1s for clients like Goldman sachs.

• Assisting seniors in preparation of workpapers for Federal Tax filing which includes analysis of trial balance and the financial statements for Private equity, hedge fund, Fund of Funds clients

• Review/preparation of Federal K-1’s using softwares like Gosystem, RPM & TRACK.

• Preparation of US partnership Form 1065 & various related forms to be filed with the return.

• Preparation of state returns and state workpapers.

• Directly communicating with the engagement teams about the status updates, requests for missing documents for ongoing projects & assisting seniors in kick-off calls at the initial stage of the projects.

• Facilitate work assignment & coordinating with the US teams in absence of my seniors. Admin Work

• Preparing WBS reconciliation workpapers so as to find any discrepancies with respect to the WBS where time is charged.

• Preparing budget to actual hour’s reconciliation.

• Preparing the billing hours statement for the Bermuda territory clients.

• Coordinating with the WBS team to create the missing time codes. II) Organization: Deloitte Tax LLP

Duration: May 2015 – July 2016

Designation: Tax Consultant - I (Multistate Practice-Investment Management Group) Key responsibilities:

Preparing state tax returns for Investment partnerships based in the USA East Coast region.

Preparing investor packages to be sent to the partners of the partnerships.

Preparing tax returns & the E-file package using Go systems

Generating work papers & investor packages using IPacs & K-1G.

To perform efficiently with minimum errors in a due date based industry.

Using MPro: A Tool designed by Deloitte to be used as work papers for tax returns preparation. III) Organization: Tara Constructions, Pune

Duration: 10th Aug 2011 – 31st May 2013

Designation: Assistant Manager (Accounts Department) Key responsibilities:

Maintaining accounts in a computerized environment using Tally ERP, Taxbase & other software.

Monthly/Quarterly/Yearly compliance of TDS, VAT, Service Tax.

Assisting in day to day accounting functions & managing accounts receivables & payables and all other financials of the company.

IV) Organization: M/s .S. Paranjape Chartered Accountant Duration: 29th Jan 2008 – 28th July 2011

Designation: Audit Assistant (CA Articleship)

Key responsibilities:

Independently handled Internal Audit of Sahayadri Agro Produce & Dairy Pvt. Ltd, Baramati(A 250 Cr turnover enterprise)

Conducting Statutory Audits of Pvt. Ltd and mid size companies.

Income Tax reporting for Individual assesses, Private Limited and other companies.

Value Added Tax audits & monthly, quarterly & yearly VAT compliance for companies. ACHIEVEMENTS

1) Secured 1st position at national level volleyball competition held by Department Of Management Sciences (PUMBA), University of Pune in 2014 & 2015. 2) Secured 2nd prize at national level dance competition held at IIT Powai in 2005. HOBBIES/INTERESTS

1) Participating in various learning & development workshops conducted by my employer organisation. 2) Participating in different activities undertaken by the Art of Living NGO. 3) Reading non fictional books & autobiographies.

4) Playing volleyball & badminton.

5) Meditating on a daily basis.

PERSONAL DETAILS

Date of Birth: 24/04/1989

Nationality: INDIAN

Permanent Address:121/122, Bhosale Garden, Flat no.8, Rambaug colony, Pune- 411038 Present Address: F-2, ACK Gardenia, Kasturi Nagar, Bangalore-540093

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