ANAND MOHAN R

• Prepare and review of Regulated investment companies (RIC) fiscal and excise tax provision workpapers, review financial statement disclosures.
• Preparation and review of monthly or quarterly capital gain and income estimates.
• Calculation and analysis of monthly bond earnings and tax cost analysis for specific funds.
• Prepare and review of various mutual funds book to tax adjustments/reclasses like wash sales, PFIC,
  Straddle, Sec 1256/988, Dividend (QDI, DRD) etc.
• Preparation and quality review of 1120 RIC tax returns and their supporting workpapers and associated
  schedules, excise tax returns (8613), extensions (7004).
• Apply the US accounting and Taxation rules and calculate the Taxable income of the clients after taking into
  account all deductions and additions to the book income.
• Provides trainings for new hires on client related specific policies and topics on tax adjustments.

• Prepare US federal and state returns for partnerships with supporting workpapers.
• Managing multiple engagements with more than 2500 client service hours.
• Preparation of book to tax workpapers and calculation of tax adjustments which reconcile
  the book income to tax income.
• Preparation of returns with supporting forms and schedules using tax accounting tool
  called GoSystem.
• Training new staffs assigned to the engagement.
• Review of returns and workpapers completed by the staffs.

Two months of experience as an intern. Role involves creating a financial model for forecasting and understanding the feasibility of a new hospital in Abu Dhabi in the year 2016