Charishma M U
1120 RIC - US taxation
Bengaluru
Summary
Currently working as an Assistant Manager with over 4 years of experience in Regulated Investment Companies (RIC). Proven expertise in managing multiple engagements while leading teams to deliver high-quality, efficient results. Skilled in Power BI, Power Query, automation, and macros, driving efficiency and enhancing workflows. Demonstrates strong commitment, ownership, and dedication, consistently ensuring the highest standards of service. Adept at fostering open, collaborative communication and driving team performance towards achieving organizational goals.
Overview
1823
1823
years of professional experience
6
6
years of post-secondary education
Work History
Assistant Manager
EY GDS
Bengaluru
09.202 - Current
- Industry experience in Financial Services, focusing on Mutual Funds.
- Review of federal and state tax returns and other informational forms (6781, 8621, 4797, 8865, 5471, 926 and 8865) based on U.S based mutual fund companies (1120 - RIC)
- Computation and review of various security analysis like options, forwards, futures, straddle analysis, Passive foreign investment company (PFIC analysis), partnership analysis and 988 contracts.
- Review of excise provision and fiscal provision.
- Review of Tax Audit client, excise calculations and required distributions which will be prepared by administrators/other audit firms.
- Responsible for delegating and reviewing deliverables prior to Senior Manager review/Executive Director.
- Automation of several tax adjustments using Power BI and Power query
Tax Analyst- Tax Senior II
EY GDS
Bengaluru
07.220 - 08.224
- Review of excise provision and fiscal provision
- Review of channel 1 client's taxable income, excise calculations and required distributions which will be prepared by administrators/other audit firms
- Review of federal and state tax returns and other informational forms based on U.S based mutual fund companies (1120 - RIC)
- Assisted Managers in review of Regulated Investment companies (1120-RIC)
- Preparation and Review of 8613 excise tax of RIC
- Computation and review of various security analysis like options, forwards, futures, straddle analysis, Passive foreign investment company (PFIC analysis) and partnership analysis.
- Analyze trial balance and supporting financial statements for Tax returns purposes
- Automation of several tax adjustments using Power BI and Power query
Education
MCOM - Finance
Jain University
Bengaluru 01.2022 - Current
BBA - Accounting, Finance
Jain University Center For Management Studies
Bengaluru, India 01.2017 - 07.2020
Enrolled Agent -
Currently Pursuing
Bengaluru, India 04.2001 -
Skills
- Adapted quickly to changing situations while consistently delivering high-quality work under tight deadlines, ensuring team goals were met
- Enhanced efficiency and accountability by making informed decisions within areas of responsibility, driving quality in deliverables
- Proactively took on responsibilities and communicated any concerns in advance, providing daily updates to the onshore team, incorporating feedback, and continuously improving performance
- Provided timely feedback and recognition to team members, fostering a positive and productive work environment
- Served as the key interface with US counterparts, ensuring clear communication about project status and addressing any questions to maintain quality output
- Coordinated regular stand-up meetings to discuss scheduling conflicts, prioritize tasks, and meet team objectives and deadlines efficiently
- Developed and communicated structured short-, medium-, and long-term goals to optimize task management and maximize overall efficiency
- Led automation initiatives, reducing manual tasks by 60% and significantly improving workflow efficiency through automated reporting systems
- Acted as the primary client liaison, delivering regular updates, resolving issues promptly, and building strong relationships to ensure high levels of client satisfaction
Accomplishments
- Awarded with “Applause Award” for FY 2022 for outstanding value to clients- Deloitte and Touche Tohmatsu Limited
- Awarded with “Extra Miler and Spot Award” during FY 2017- 2020 for Exceptional Client service - Ernst and Young LLP
- Excellence in academics- St. Joseph's Indian Composite PU College
- Excellence in Leadership and Social concern - St. Joseph's College of Commerce, 2017
Additional Information
Awards & Certifications
Certifications:
- EY Analytics - data Visualization Course.
Awards
- FSO US BTC Excellence Awards-Excellence In Financial Management and Technology Adoption
- Exceptional Client Service
- GCR Achievers club
Timeline
MCOM - Finance
Jain University
01.2022 - Current
BBA - Accounting, Finance
Jain University Center For Management Studies
01.2017 - 07.2020
Enrolled Agent -
Currently Pursuing
04.2001 -
Tax Analyst- Tax Senior II
EY GDS
07.220 - 08.224
Assistant Manager
EY GDS
09.202 - Current
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