BHAGYASHREE PADANAD
Bangalore
Summary
Bringing over 10 years of experience as a tax professional, I possess extensive expertise in U.S. tax laws, strategic tax planning and analytical
skills necessary for superior tax preparation and research. My career achievement includes leading tax savings initiatives, reflecting my dedication to efficiency and client success.
Overview
11
11
years of professional experience
Work History
Tax Manager
Vialto Partners
Bangalore
04.2024 - 12.2025
- Served as the primary point of contact from India office for clients, addressing inquiries, managing expectation and ensuring overall satisfaction with tax services.
- Manage and mentor a team of tax professionals, providing guidance on complex tax issues and ensuring high-quality deliverables.
- Directed over 500 personal tax returns annually with a focus on Oversee the preparation and review and signing of U.S. individual tax returns, Ensuring collaborate with clients to develop tax-efficient strategies tailored to their financial situations, including expatriate tax considerations.
- Stay current with changes in tax laws and regulations, implementing necessary updates to processes and client strategies.
- Monitor project budgets and timelines, ensuring that engagements are delivered within scope and on schedule.
- Conduct training sessions for staff on tax regulations, compliance procedures, and best practices in tax preparation.
Senior Tax Associate and Tax Manager
Ernst and Young GDS
Bangalore
11.2018 - 03.2024
- Gather and organize tax return data for over 250 assignees, serving as the primary contact for tax return-related inquiries.
- Actively working to ensure proper documentation and safeguards are in place to minimize audit assessments.
- Mentoring senior staff and team members. Helping people contribute more by clarifying performance, expectations, and providing balanced, constructive feedback.
- Signing the tax return ever since I became Assistant manager in EY and leading Global coordination for one of the leading engagement.
- Working on tax Notices to resolve disputes.
- Proactively took initiative in global coordination and client.
Tax Associate
PWC SDC Kolkata Private Limited
Bangalore
05.2015 - 11.2018
- Conducted in-depth reviews of financial statements and tax returns, identifying key areas for tax savings for clients.
- Assisted in the preparation of over 200 Individual tax returns annually.
- Collaborated closely with clients to gather and analyze financial data to prepare for dispute resolutions with the IRS.
- Utilized extensive knowledge of tax software to streamline the tax preparation process, cutting preparation time by 25%.
- Preparation of HNI Tax returns for a PTPA project, including hands-on experience in K-1, 1099's Adjustments, Like Kind Transactions, IRAs, and more.
Education
Master of Business Administration - Finance
VTU
Belgaum, Karnataka, India08.2014
Skills
- Knowledge of US federal and state tax laws and regulations
- Competent at using taxation software such as CCH
- Good time management
- Excellent analytical skills
- Tax Preparation and Signing
- Tax Research
- Communication
- Pre-billing
- Billing
- Engagement code creation
- Budgeting
- Preparation of US invoices
- Reviewing and approving foreign invoices
- Client invoicing
- Conducted periodic reviews of PDRs
Personal Information
Languages
English
Awards
- Exceptional client Service Award - Recognized for outstanding performance in managing the first-year engagement, leading tax compliance efforts, and coordinating globally, resulting in a client satisfaction rating of 95%.
- Life Saver Award - Honored for exceptional performance in delivering a higher volume of tax returns despite resource constraints, resulting in enhanced client satisfaction and successful fulfillment of client expectations.
- People Choice Award - Recognized for outstanding contributions to team morale and collaboration, reflecting strong leadership and the ability to foster positive working relationships among colleagues.
- Bagged multiple spot awards and value awards.
Timeline
Tax Manager
Vialto Partners
04.2024 - 12.2025
Senior Tax Associate and Tax Manager
Ernst and Young GDS
11.2018 - 03.2024
Tax Associate
PWC SDC Kolkata Private Limited
05.2015 - 11.2018
Master of Business Administration - Finance
VTU