CATHERINE JENIFER
Tax Analyst
BENGALURU
Summary
Diligent, detail-oriented and experienced tax analyst offering solid understanding of taxation and related accounting activities. and accustomed to working in a fast paced work environment, inquisitive towards understanding the working concepts , strives to deliver quality results in an optimum time frame.
Overview
3
3
years of professional experience
5
5
years of post-secondary education
8
8
Certifications
Work History
Advanced Tax Analyst
Ernst & Young LLP
BENGALURU
09.2020 - Current
- Conducted targeted tax research to facilitate informed project planning and compliance efforts.
- Preparing tax returns with utmost accuracy with all the carry forwards and credits applicable.
- Requested and collected all required data, documents and financial statements , which are relevant to the tax preparation process.
- Assisted managers in planning and execution of short-term and longer term goals and objectives.
- Prepare and report Tax equalization and NIC calculations with the tax return preparation.
- Guided and assisted in knowledge transfer of tax tools and engagement/ account specifics to follow in the process of tax preparation.
- Establish and manage client relationships interface through regular connects and emails and documentation of figures relevant to certain trackers (such as payment/refund tracker etc)
- Collaborated and assist the tax teams in terms of client interaction, planning and special tax projects.
- Work with mobility clients-Inpats and expatriate (UK and US), hence often worked with double taxation agreements and FTC with regards to tax claims.
Tax Analyst
Ernst & Young LLP
BENGALURU
07.2019 - 08.2020
- Learn and understand technical and process pain points in order to recommend solutions and work through Client priorities
- Produced briefs, located records and organized documentation to support court cases.
- Conducted research and compiled backup documentation.
- Provides appropriate update on each allocated assignments during the US/UK Tax season and worked in forms such as SA100 ,1040, 1040NR.
- Prepare simple and complex tax returns for individuals and small and bigger engagements specifically Japanese and Korean clients.
- Prioritizes and ensures that Client Service Level Agreements (SLA) and timelines are met with accordance to the budget requirements.
- Understood the code of conduct, the best practices and standard technical positions in accordance with the compliance policies.
- Preform various tax research projects by utilizing CCH, SharePoint and various Internal Interact Sites.
Education
Bachelor of Commerce - Accounting & Taxation
Kristu Jayanti College
Bengaluru 06.2016 - 05.2019
Pre-University Degree - Commerce And Computer Science
St Joseph's Convent For Girl ,PU College
Bengaluru , India 06.2014 - 05.2016
Skills
Research and documentation
Tax Compliance
Basic accounting principles
Skilled in CCH, Sure prep, Adobe Acrobat, SharePoint and other internal Interactive compliant Workspaces
Ability to prioritize workload, strong organizational and time management skills
Excellent written and verbal and interpersonal communication skills
Ability to work effectively across diverse functions
MS Office Suite
Accomplishments
· Completed Life Skills Credit Course – 2017
· Was a finalist in the intra collegiate event – ‘Excelsior’
· Recognized for completion of Highest Number of tax returns with great quality across the board- 2019 and 2020
· Received Extra Miler and Spot Award thrice (March ’20, November ’20 and December ’20 respectively)
Certification
• Microsoft Excel – Beginners and Intermediate Excel Training
Timeline
• Microsoft Excel – Beginners and Intermediate Excel Training
05-2022
• SQL For Data Analysis- MYSQL for Business Intelligence: Udemy for Business
05-2022
• SAP ERP for Beginners- Udemy for Business
05-2022
• Tableau Training
05-2022
• Agile Fundamentals – Including Scrum and Kanban- Udemy for Business
04-2022
• Business Model Innovation: Differentiate & Grow Your Company
02-2021
• Microsoft Dynamics 365 (CRM, NAV, AX) Intro Training Course
02-2021
• Microsoft Power BI -Up and Running with Power BI Desktop-Udemy
01-2021
Advanced Tax Analyst
Ernst & Young LLP
09.2020 - Current
Tax Analyst
Ernst & Young LLP
07.2019 - 08.2020
Bachelor of Commerce - Accounting & Taxation
Kristu Jayanti College
06.2016 - 05.2019
Pre-University Degree - Commerce And Computer Science
St Joseph's Convent For Girl ,PU College
06.2014 - 05.2016