DERICK DSOUZA
Bangalore
Summary
Detail-oriented and proactive Senior Tax analyst with over 4.9 years of experience in tax compliance, planning, and audit support. Proven track record in preparing and reviewing federal and state tax returns, I have good hands-on experience on taxation of business entities like Partnership (Form 1065) and worked of few Corporation (Form 1120), S Corporation (Form 1120S) and Foundation (Form 990PF). Demonstrated ability to lead and mentor junior staff, streamline processes, and enhance overall departmental efficiency. Excellent communicator adept at building client relationships and collaborating with cross-functional teams to achieve strategic business objectives. Committed to delivering high-quality results in a fast-paced environment while maintaining the highest ethical standards.
Overview
4
4
years of professional experience
Work History
Senior Tax Associate Grade II
Price waterhouse Coopers
Bengaluru
04.2024 - Current
- U.S. Tax Compliance: Preparation and review of federal and state tax returns for Partnerships and corporations, ensuring compliance with IRS regulations and deadlines.
- Tax Compliance Collaboration: Collaborate with cross-functional teams to ensure accurate tax treatments and compliance with regulations..
- Research & Implementation: Conduct thorough research on U.S. tax laws and regulations, implementing changes in compliance processes.
- Audit Coordination: Coordinate and prepare documentation for IRS audits and state tax examinations, facilitating a smooth audit process with minimal adjustments.
- Training & Development: Mentor junior tax associates on U.S. Tax compliance and reporting requirements, improving team efficiency, and knowledge retention.
- Process Improvement Initiatives: Spearhead initiatives to streamline tax compliance processes, reducing turnaround time for tax returns, which includes Automation tool like Alteryx to process workpapers and fillable forms for quick completion helping in timely filings of returns.
Senior Tax Analyst
Ernst & Young
Bangalore
09.2022 - 03.2024
- Reviewed partnership tax returns for 1065 WAM clients, ensuring accuracy and compliance with schedule K-1s and other mandatory forms.
- Reviewed Federal and State estimated tax payments.
- Timely filing of Federal and State tax extension forms.
- Assisted Managers directly, interacted with technology team, and provided feedback while working on processes.
- Expertise in handling various tax return applications including Gosystem, Partner Forms, Quickbooks and K-1 Suite.
- Met client deadlines while ensuring compliance with IRS regulations
- Reviewed financial records, income statements, and expenditures.
- Established and nurtured positive relationships with offshore teams through effective networking.
- Oversaw team operations as Assistant Manager, ensured efficient and seamless execution resulting in successful tax return filings.
Advanced Tax Analyst
Ernst& Young
09.2020 - 09.2022
- Prepared complex tax returns for partnerships and corporationswith a focus on 1065/1120 WAM clients.
- Conducting tax research and analyzing tax laws and regulations to ensure client compliance while minimizing liabilities.
- Communicated effectively with clients to obtain necessary tax details and provide guidance regarding taxation matters.
- Facilitated skill-building among junior tax analysts by providing continuous support, mentorship, and personalized coaching.
- Developed and nurtured strong professional relationships with clients and colleagues.
- Collaborated on a variety of client assignments
Education
Bachelors in commerce -
St Aloysius College, Mangalore, University of Mangalore
Mangalore04.2019
PU (Commerce) -
St Michael's college, Madikeri, University of Mangalore
04.2016
SSLC -
Karnataka Secondary Board
04.2016
Skills
- Communication: Strong verbal and written communication skills; able to convey ideas clearly and effectively
- Teamwork: Ability to collaborate and work effectively within diverse teams
- Problem-Solving: Proficient in analyzing situations and developing creative solutions
- Time Management: Skilled in prioritizing tasks and managing time efficiently to meet deadlines
- Adaptability: Flexibility to adjust to changing priorities and work environments
- Critical Thinking: Strong analytical skills to evaluate information and make informed decisions
- Technical Proficiency: Familiarity with software and tools relevant to the industry Go systems, Quickbooks, Alteryx , Excel , Partner forms 1065 preparation tools
Accomplishments
- Won 5 SPOT Awards during busy seasons so far.
- Received Exceptional Client service and GDS user Recognition awards.
- Was part of EY ripples program - Podcast Recording.
Timeline
Senior Tax Associate Grade II
Price waterhouse Coopers
04.2024 - Current
Senior Tax Analyst
Ernst & Young
09.2022 - 03.2024
Advanced Tax Analyst
Ernst& Young
09.2020 - 09.2022
Bachelors in commerce -
St Aloysius College, Mangalore, University of Mangalore
PU (Commerce) -
St Michael's college, Madikeri, University of Mangalore
SSLC -
Karnataka Secondary Board
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