Keerthana Murali

PAS(People Advisory Services) Tax - aims to provide engagement management support(EMS) in the form of Global Mobility “ where when assignees of the particular engagement move from one location to another location during their employment, EY will ensure that their taxes are been reviewed and paid in both their home and host countries accordingly. Reviewing of the tax returns and to file the returns via the country specific filing tool, EY gave me an opportunity to understand the key aspects of various standard tax filing and the country specifications that were in practice.

Role Description:

AI&R (Assignment Initiation and Repatriation):

• Collected assignee information from briefings conducted and compiled into tax reporting software according to federal, state and municipal deadlines.
• Pilot step in order to validate engagement and provide their teams SOP to track their briefing services provided by EY from beginning till end.
• Tools Used - Automated Briefer Tool is EY enabled tool which stores all assignment details to ensure that their briefings and meeting are recorded along with supporting documents in timely manner.

CES (Compliance Engagement Support):

• Non-technical elements of tax work - Store, track and manage data in efficient and seamless manner for tax preparation purposes.
• Tools Used - EY GlobalOne - Assisted in delivering tax returns and E-Filling process to assignees of various engagements according to agreed deadlines.

GCO (Global Coordinating Office):

• As a GCO Team member, assisted and Coordinated with various country team members by handling both tool related and data related queries effectively and timely
• Deployments - Questionnaires to be rolled out to assignees directly to get collect their tax information for respective Tax year in order to prepare their tax filings. Ensured that this is done seasonably in order to deliver returns accordingly before deadline promptly.
• Contracts - Reviewing and setting up of contracts as per agreement format between engagement and EY in tools.
• Tools Used - EY-Campaign Tool - Reached out to assignees directly in order to send various communications to assignee such as reminders and notices related to their taxiing.

GLOBAL BILLING:

• As a PAS team member, to ensure that a central consolidated invoice and billing details from various other EY offices are collected globally for services availed by various clients.
• To ensure confidentiality - Invoice details are to be collected country-wise to ensure that strict adherence to SOP is followed. Also, ensured that Ad-Hoc services would also been taken into same consideration.

DIFFRENTIATORS:

• Team Coordination - During season time, coordinated both On-shore team and Internal Team members to accomplish smooth tax filings
• Knowledge Transfer - Training given to new team members about - filing methods, country specifications and engagement specifications were trained to new team members
• Prepared and reviewed federal and state tax returns to comply with corporate submission requirements.
• Assisted managers and seniors in planning and execution of short-term and longer term goals and objectives during season.
• Gathered and analyzed information needed to prepare foreign, federal, state and local income and franchise tax returns

As a Financial Associate , interacted with high-profile clients and various levels of management, as an integral part of engagement teams on 3+ full cycles of transactional execution . Assisted in the preparation of over 20 Pitch Books decks based on client materials . Performed precedent transaction analyses in Excel in order to tie-out the financial statements to proceed with the preparation of pitch books and cases where stands as a supporting documents for queries as well.

Role Description:

• Piloted the career with Investment Banking in the preparation of Mutual Fund statements based on LUX GAAP along with reviewing of materials used in the financing of clients including General Ledger Financial Statements, Statement of Investments and Derivatives to support their capital generation.
• Assessing transactions and financial activities such as bonds and stocks and value securities which will be expounded in the form of pitch books .
• Preparing pitch books using Asset Management Software Fund Suite SX that can perform both Accounting Book of Record (ABOR) and Investment Book of Record (IBOR) from single set of transactions which will help in portfolio valuations and NAV calculations
• Reconciling financial discrepancies efficiently and in timely manner in order create pitch books as per the SOP and to meet client expectation.
• Maintained a regular interaction with Clients in order to get the precise clarification with regard to financial and portfolio management clarification.
• Administered account transactions and responded to client inquiries concerning financial products.
• Ensure that the pitch books are created adhering to SOP and are meeting clients expectation.

DIFFRENTIATORS:

• Developed and maintained database of records to facilitate smooth transactions for financial processes.
• Knowledge Transfer - Trained new Hires the fundamentals of the process and the procedures and assisted them in understanding the core concepts in depth.