Summary
Overview
Work History
Education
Skills
Accomplishments
Activities
Tools
References
Timeline
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ANUSREE P

Kannur

Summary

Experienced tax senior professional with 6.9 years of experience and a robust finance background, specializing in tax planning and compliance for high-net-worth individuals. Proven expertise in leveraging advanced tax software, leading teams, and managing direct client relationships to deliver optimal results in complex financial scenarios.

Overview

7
7
years of professional experience

Work History

Experienced Senior Tax Consultant

Deloitte Tax Services India Pvt Ltd
Hyderabad
11.2018 - Current
  • Substantive review of tax returns, including Forms 1040, 1041, 1065, 1120-S, 990-PF, 7009, and various international forms, ensuring accuracy and compliance with regulatory requirements.
  • Researched and evaluated federal and state tax filing forms to address specific client requirements and ensure compliance.
  • Assessed state filing requirements based on income generated in each jurisdiction to ensure accurate and compliant tax reporting.
  • Performed detailed reviews of federal and state tax notices, and prepared timely responses to the respective tax authorities.
  • Calculated estimated tax payments for individuals and trusts.
  • Facilitated effective communication with clients and U.S. counterparts on taxation matters to ensure clarity and alignment.
  • Served as acting manager, coaching professionals, overseeing multiple tasks, managing staff schedules, and building a cohesive team to consistently meet internal deadlines.

Education

MBA - Finance And Marketing

Amrita School of Business
Kochi
03-2018

BCom, Finance

Amrita School of Arts And Sciences
Kochi
05-2016

Skills

  • High net worth individual income tax reporting - Form 1040
  • Fiduciary income tax reporting, trust, Form 1041
  • Gift tax, pass-through, S corporation, and private foundation (990-PF) income tax reporting
  • International forms - Form 926, Form 8938, Form 8865, Form 114 FBAR
  • Team Management and Staff Training
  • MS Office - MS Excel, MS Word, MS PowerPoint

Accomplishments

  • Conditionally promoted to tax manager, pending EA accreditation
  • Fast-track promotion to tax senior in 2021
  • Received two Outstanding Performance Awards, multiple Applause Awards, and Spot Awards throughout my career
  • Outstanding professional behavior awards in the inspirational leadership winners' list
  • Shout-outs: mentioned by the teammates for work and professional behavior.

Activities

  • Facilitated and participated in training sessions for new professionals
  • Buddy for the interns and new joiners
  • USI point of contact for several engagements

Tools

  • CCH Axcess
  • Go systems
  • BNA income tax planner with extensive experience
  • Development of custom workpapers
  • Microsoft Excel
  • BNA Super forms

References

References available upon request.

Timeline

Experienced Senior Tax Consultant

Deloitte Tax Services India Pvt Ltd
11.2018 - Current

MBA - Finance And Marketing

Amrita School of Business

BCom, Finance

Amrita School of Arts And Sciences

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