Summary
Overview
Work History
Education
Skills
Achievements at RSM
Certification
Hobbies and Interests
Timeline
Generic

Bharath Ravi

Bengaluru

Summary

Senior Associate I with a robust background in State and Local Taxes and S-Corporation returns, demonstrating a proven track record in tax return preparation using CCH and Go-System. Expertise in analyzing financial data to optimize client tax outcomes, along with experience in addressing state notices and amending tax returns to ensure accuracy and compliance. Previous role as a Summer Intern - Tax Assistant at R SRIRAM PRASAD & CO highlighted strong skills in team collaboration, multitasking, and proficiency in MS Office. Committed to advancing within the tax consultancy field while continuously enhancing technical skills and delivering exceptional client service.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Senior Associate - I

RSM US LLP
07.2023 - Current
  • Currently working at RSM USI, specialising in State and Local Taxes, and S-Corporation returns (1065 and 1120 returns).
  • Analysed financial data such as income statements, balance sheets, and how they affect a client's taxes.
  • Prepared tax return documents for clients.
  • Responded to state notices by preparing written responses or tax return amendments.
  • Corrected previously filed tax returns to amend errors, or to claim additional deductions and credits.
  • Developed and implemented training programmes for junior associates, enhancing their skills and firm's talent pool.

Summer Intern - Tax Assistant

R SRIRAM PRASAD & CO
05.2022 - 07.2022
  • Collaborated with team members to ensure accuracy of data entry into the system.
  • Compiled client information forms and performed data entry tasks in accordance with company policies.
  • Provided guidance on proper documentation needed for filing purposes.

Education

Bachelor of Commerce - Accountancy And Taxation

Indranagar Evening College
10.2021

MBA - International Finance With ACCA

CMS Business School Jain
05.2023

PU - Commerce

Tapasya PU College
04.2017

Skills

  • Tax Return Preparation (CCH, Go- System)
  • Multitasking abilities
  • Flexible and adaptable
  • Team collaboration
  • MS Office

Achievements at RSM

  • Was Awarded the Tax Excellence Award for the Year 2024.
  • Was Awarded Outstanding Performer for the Year 2024.
  • Was Recognised the Shining Star for the Year 2023.

Certification

MS EXCEL SPECIALIST, 2021-2022

Hobbies and Interests

  • Stock Market and Digital Currencies
  • Fitness training
  • Travelling

Timeline

Senior Associate - I

RSM US LLP
07.2023 - Current

Summer Intern - Tax Assistant

R SRIRAM PRASAD & CO
05.2022 - 07.2022

MBA - International Finance With ACCA

CMS Business School Jain

PU - Commerce

Tapasya PU College

Bachelor of Commerce - Accountancy And Taxation

Indranagar Evening College

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Bharath Ravi