CHETHAN J
Bengaluru
Summary
Detail-oriented Tax Associate with 3+ years of experience in non-profit tax compliance, specializing in Form 990, 990-PF, 990-T, and related filings. My experience at KPMG has honed my expertise in navigating the intricacies of taxation, and I have had the privilege of working with a diverse range of clients and industries, consistently delivering comprehensive tax solutions that meet both client needs and compliance requirements.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Tax Associate II
KPMG Global Services
01.2023 - Current
- Prepared and reviewed Form 990, 990-PF, and 990-T tax returns for non-profit and tax-exempt organizations.
- Calculated and analyzed Unrelated Business Income (UBI) and related UBIT reporting to ensure compliance and accuracy.
- Managed multiple client engagements, ensuring timely completion within defined deadlines.
- Prepared and maintained detailed tax workpapers and supporting documentation to support accurate tax return filings.
- Utilized CCH Access, 990-Tracker, GoRS, and E-FormRS for return preparation.
- Coordinated foreign filings and K-1 analysis with internal teams to streamline reporting processes.
- Maintained strict client confidentiality, professional skepticism, and accountability.
Education
MBA - Finance & Analytics
PES University
06-2023
Skills
- CCH Access
- 990-Tracker/K-1x
- GoRS
- E-FormRS
- MS Excel
- Tax compliance
- Team collaboration
- Effective communication
- Detail oriented
- Client engagement management
Certification
• Financial Accounting, Coursera
• Investment Banking Experience Program, Finlatics
• Investment Banking Experience Program, Finlatics
Accomplishments
Value Star Award
Timeline
Tax Associate II
KPMG Global Services
01.2023 - Current
MBA - Finance & Analytics
PES University