Manager Tax
Resume:
Manpreeth Kaur
Manpreeth Kaur
**************@*****.***
*, ******* ******, ********* ******* Nagar, Valasaravakkam, Chennai 600 087 GOAL / OBJECTIVE
To pursue a progressive career with an organization where I can utilize my skills, knowledge and experience in a challenging role that allows for advancement and growth for myself as well as the organisation.
PROFESSIONAL EXPERIENCE
Summary of work experience: 17 years of experience – August 2002 – till date
Fulcrum Private Equity – Head – Tax, Regulatory & Compliance – February 2018 – till date
Protiviti – Associate Director – Tax, Finance and Regulatory - February 2015 – December 2017
Deloitte Haskins & Sells – Manager – Direct Tax – December 2012 to February 2015
BMR Advisors – Manager – Direct Tax – June 2012 to November 2012
PricewaterhouseCoopers Pvt. Ltd. - Manager – M&A Tax – December 2006 to May 2012
Venkat Associates - Senior Associate – Legal &Taxation Division - March 2006 to 15 October 2006
Managed Information Services Pvt Ltd – UK based KPO promoted by Opul Reddy Group - Team Leader – November 2004 to February 2006
M/s Rao & Gopal – Audit Firm, Chennai - Audit Associate - August 2002 to October 2004
(Articleship – 1999 – 2002)
Fulcrum Private Equity – Head – Tax, Regulatory & Compliance – February 2018 – till date
Reviewing of the fund documents; negotiations with the prospective investors from a tax and legal perspective
Drafting and Review of definitive agreements entered by the Fund with the Investee Companies
Providing Tax and regulatory advisory services to clients on various direct tax (domestic and international) and regulatory issues
Tax compliance which inter-alia includes filing quarterly withholding tax returns, preparation and filing income-tax returns of the Fund
Preparation of year end statutory accounts and coordination with the statutory auditors to get the statutory audit completed
Compensation structuring for employees
Quarterly reporting (to the Investors) summarizing the business financial position in areas of income, expenses, capital usage and cash flows
Preparing annual budgets and forecasting trends
Filing various forms with the Reserve Bank of India through the Authorised Dealer Bank to ensure FEMA compliance
Periodic reporting with the Trustee and Securities and Exchange Board of India Manpreeth Kaur
Protiviti – Associate Director – April 2016 – December 2017 Senior Manager – Tax, Finance and Regulatory - February 2015 – March 2016 Job Responsibilities – Business Process Solutions
Tax compliance which inter-alia includes filing quarterly withholding tax returns, preparation and filing income-tax returns for corporates
Health check reviews of various companies from direct tax perspective
Designing and implementing systems, policies and procedures to facilitate internal financial control
Preparing annual budgets and forecasting trends
Developing monthly / quarterly / annual reports for top management summarizing the business financial position in areas of income, expenses, capital usage and cash flows
Coordinating the preparation, maintenance and filing of projected profit and loss account, balance sheet as required by banks and other financial institutions
Coordinate the preparation of financial statements, financial reports for internal usage
Preparation of year end statutory accounts and coordination with the statutory auditors to get the statutory audit completed
Compensation structuring for employees
Handling queries by Reserve Bank of India and carrying out all correspondences with the bank
Providing Tax and regulatory advisory services to clients on various direct tax (domestic and international) and regulatory issues
Structuring investments for inbound investment by multinational corporations, involving inter-alia analysis of overseas jurisdictions that work well with India, withholding taxes, cash repatriation, capital gains etc.
Obtaining lower withholding tax certificate for various corporates
Incorporation of Companies and filing of documents with the Registrar of Companies
Preparing agenda and minutes for Board / Committee meeting of clients
Representing the clients before Reserve Bank of India for FDI related compliances
Obtained approval from Directorate General of Civil Aviation for flight clearances Deloitte Haskins & Sells – Manager – Direct Tax – December 2012 to February 2015 Job Responsibilities:
Direct tax litigation – Representation before the Income-tax authorities (Assessing Officer, Dispute Resolution Panel, CIT(A)) on behalf of the client on technical matters, research on contentious issues being deliberated in the course of scrutiny assessment of clients
Assistance in obtaining lower withholding tax certificates for various corporates
Providing Tax and Regulatory Advisory services to clients on various direct tax issues – Domestic – International issues
Tax compliance which inter-alia includes filing quarterly withholding tax returns, preparation and filing income-tax returns for corporates
Expatriate taxation – Entry / Exit briefing to various expatriates, filing their income-tax returns in India
Health check reviews of various companies from direct tax perspective
Business restructuring involving streamlining the corporate structure, unlocking value, consolidation of business etc.
Structuring investments for inbound investment by multinational corporations, involving inter-alia analysis of overseas jurisdictions that work well with India, withholding taxes, cash repatriation, capital gains etc.
Tax due diligence – Buy side and sell side. Secretarial compliances Manpreeth Kaur
BMR Advisors – Manager – Direct Tax – June 2012 to November 2012 Job Responsibilities:
Direct tax litigation – Representation before the Income-tax authorities on behalf of the client on technical matters, research on contentious issues being deliberated in the course of scrutiny assessment of clients
Providing Tax Advisory services to clients on various direct tax issues – Domestic – International
Tax computation reviews and preparation of tax returns
Business restructuring involving streamlining the corporate structure, unlocking value, consolidation of business etc.
Structuring investments for inbound investment by multinational corporations, involving inter-alia analysis of overseas jurisdictions that work well with India, withholding taxes, cash repatriation, capital gains etc.
Advising clients on cash repatriation strategies PricewaterhouseCoopers Pvt. Ltd. - Manager – Mergers & Acquisitions Tax
– December 2006 – till May 2012
Job Responsibilities:
Deal structuring i.e. advising on the most optimal way to structure an acquisition or divestiture, having regard to the business objectives of the client and building various tax and regulatory efficiencies
Funding structuring i.e. advising clients on the choice of instruments, interest deductibility, appropriate jurisdictions for fund raising, having regard to the client’s holding structure, etc
Business restructuring involving streamlining the corporate structure, unlocking value, rightsizing the balance sheet, consolidation of businesses, tax efficiencies in operations leading to cost reductions, etc
Structuring investment routes for inbound as well as outbound investment by multinational corporations, involving inter-alia analysis of overseas jurisdictions that work well with India, withholding taxes, cash repatriation, capital gains, etc
Advising clients on cash repatriation strategies
Tax due diligences for both sellside and buyside Previous Experience:
M/s Venkat Associates - Senior Associate – Legal and Taxation Division
- March 2006 – 15 October 2006
Job Responsibilities:
• Finalisation of accounts – Ensuring compliance with the Accounting Standards, CARO compliance, guidelines issued by the ICAI.
• Secretarial work.
• Tax Audit of Company and Partnership firm.
• Providing tax consultancy services for individuals and partnership firm. Manpreeth Kaur
Special Assignments
• Handling the entire sales tax activities – registration, monthly remittance, preparation of returns monthly/quarterly for various states.
• Statutory compliance Audit.
• Leading the team on preparation of project report on FDI. Managed Information Services Pvt Ltd – UK based KPO promoted by Opul Reddy Group Team Leader – November 2004 to February 2006
• Process compliance review of all transactions of UK based clients.
• Identifying lapses in accounting and suggesting suitable solutions.
• Preparation of Final Accounts under various software.
• Book keeping of records in SAGE software.
M/s Rao & Gopal – Audit Firm, Chennai
Audit Associate - August 2002 to October 2004
Articleship – 1999 – 2002
Statutory Audit
• Year end finalization of accounts.
• Ensuring application of Accounting Standards / Guidance Notes issued by the ICAI, Company law and other Statutory Compliances.
Internal Audit
• Checking the existence of internal control and effectiveness.
• Verification of financial and non financial records.
• Reconciliation of debtors’ statement.
• Preparation of income tax returns of various entities.
• Tax audit for various entities and Stock verification. ACADEMIC QUALIFICATION
• Chartered Accountant – Cleared in November 2004.
• M. Com. – University of Madras.
• Post Graduate Diploma in Management- Symbiosis Centre of Distance Learning.
• Graduate – B Com – 1996-1999
• IT Proficiency - Advanced Diploma In Computer Integrated Management – FIRST COMPUTERS
PERSONAL DETAILS
• Date of Birth : 03rd January 1979
• Languages Known: Hindi, English, Punjabi and Tamil
• Status: Married
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