Drawing
ANEESH. P
Lead Tax Specialist
Palakkad
Summary
A tax professional with experience of 10+years in preparing and reviewing partnership and individual tax returns. Looking forward to work in a professionally equipped environment promoting individual growth coupled with organizational growth.
Overview
11
11
years of professional experience
7
7
years of post-secondary education
4
4
Languages
Work History
Lead Tax Specialist
H&R Block India
Thiruvanathapuram
04.2020 - Current
- Leading a team of tax analysts who support in developing tax software for H&R block
- Understanding the requirements in developing/building the tax forms into the software
- Building or creating 1040/1065 tax forms in H&R block tax software
- Trouble shooting issues/defects while testing forms using different tax scenarios
- preparing and reviewing 1040/1065 returns in the tax software
- Implementing TRC’s changes to forms and testing/developing them with latest updates
- Delivering forms into production with good quality and zero errors, following IRS norms and standards.
Lead Tax Analyst
Speridian Technologies
Thiruvanathapuram
09.2018 - 04.2020
- Joined Speridian Technologies as Lead tax working for H&R block India, later converted to permanent employee of H&R Block in 2020
Senior Tax Associate
KPMG
Kochi
11.2012 - 09.2018
- Preparation and review of 1065 partnership and other related forms
- Worked in close association with the KPMG tax team in US.
- Responsible for timely and accurate delivery of projects with quality
- To be familiar with Client Process and to be an expert in client software like Gosystem Tax RS
- Assisting other team members with their work
- Performing self-review on the returns before submitting across to client and adhere to time budgets on each return
- Prepared and filed few 1040 Individual tax returns using GoRS tax return software using financial records Such as W-2, 1099 and other forms for preparing tax returns
- Experience in using Microsoft tools like Outlook, Excel, Word and Powerpoint.
Education
MBA - Finance & Marketing
Anna University, Park College of Engineering &Technology
Coimbatore 06.2010 - 08.2012
B.B.M - Business Management
Bharathiar University, Sree Narayana Guru College
Coimbatore 07.2007 - 04.2010
H.S.C - Commerce
C.B.S.E, St.Dominic.Convent.E.M.School
Sreekrishnapuram 06.2005 - 04.2007
Skills
Problem-solving abilities
Interests
Photography
Reading magazines on gadgets, automobiles and about latest technologies
Timeline
Lead Tax Specialist
H&R Block India
04.2020 - Current
Lead Tax Analyst
Speridian Technologies
09.2018 - 04.2020
Senior Tax Associate
KPMG
11.2012 - 09.2018
MBA - Finance & Marketing
Anna University, Park College of Engineering &Technology
06.2010 - 08.2012
B.B.M - Business Management
Bharathiar University, Sree Narayana Guru College
07.2007 - 04.2010
H.S.C - Commerce
C.B.S.E, St.Dominic.Convent.E.M.School
06.2005 - 04.2007
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