Daipayan Mukherjee

Responsibilities:

• Service Delivery Center (SDC): Managed and processed data for various clients using the OneSource Trust Tax (OTT) software, specifically working on WHFITs (Withholding Foreign Investment Trusts) and applying methods such as OID, UIT, MBS, and REMIC.
• COE Data Review: Conducted detailed reviews and analysis of client data as part of the Center of Excellence (COE) process, ensuring compliance with tax regulations and accuracy of reported data.
• K-1 Preparation: Utilized TTK1 tool to prepare K-1 forms for 1065 and 1120S tax returns, ensuring proper tax documentation for partnerships and S-corporations.
• 990-T Tax Return Processing: Gained hands-on experience with the Go System to support the preparation of 990-T tax returns for exempt organizations involved in unrelated business income activities.
• Cross-Functional Support: Provided additional support across various teams, contributing to side projects such as preparing estimates for JPMC Tier 1 clients, demonstrating strong teamwork and adaptability.
• Offering cross-team collaboration for 1099 preparation and ensuring compliance with IRS regulations.
• Key Skills:
• Expertise in OneSource Trust Tax (OTT) software and Go System for tax processing.
• Strong understanding of tax returns, including 1065, 1120S, and 990-T.
• Proficient in reviewing and managing large datasets for tax reporting and compliance.
• Ability to collaborate across teams and manage multiple tasks effectively.