Isaac Xavier M
Summary
Detail-oriented tax compliance professional with 3+ years of experience in private equity and hedge fund taxation. Skilled in partnership, Blocker Corporate, MTS Compliance, international compliance, data interpretation, and reconciliation/variance analysis using GoSystem Tax RS, K-1g, and iPACS. Seeking to contribute to a high-performing tax team by driving accurate, timely filings and strengthening delivery quality through strong execution and stakeholder management.
Overview
3
3
years of professional experience
Work History
Tax senior
Deloitte
Bengaluru
05.2026 - Current
- Lead end-to-end engagement execution, including planning, work allocation, tracking, and delivery across private equity and hedge fund entities
- Review Form 1065, Schedule K-1, and international compliance workpapers for accuracy, tie-outs, and technical consistency before final submission
- Oversee workpaper and reporting preparation in iPACS, GoSystem Tax RS, and K-1g, maintaining documentation quality and reviewer-ready support
- Support partnership, blocker corporate, international, and multi-state tax compliance across multiple jurisdictions and filing requirements
- Served as primary day-to-day contact for clients and internal teams, managing open items and resolving data gaps to support close timelines.
- Strengthened quality and risk management by implementing checklists, reconciliation logs, sign-offs, and proactive issue escalation.
- Managed and mentored team of 5, delegating work and reviewing deliverables to ensure timely completion across multiple tax engagements.
- Coach junior team members on fund structures, K-1 mechanics, and tax workpaper standards to improve team capability and consistency
Tax consultant II
Deloitte
Bengaluru
06.2024 - 05.2026
- Promoted to Tax Consultant II (TC II); served as Acting Senior within one year based on performance and ownership.
- Led end-to-end engagement execution: planning, task delegation, tracking, and on-time delivery across multiple fund entities and deadlines.
- Primary day-to-day client contact; drove open-item management, requested missing data, and coordinated close timelines.
- Reviewed preparer work for Form 1065, K-1s, and international schedules; ensured tie-outs, technical consistency, and reviewer-ready workpapers.
- Managed workpaper and reporting build in iPACS, enforcing standards, version control, and clear support for conclusions.
- Coordinated delivery across tools (GoSystem Tax RS and K-1g), resolving system/reporting issues to enhance overall process efficiency.
- Owned risk/quality controls, maintaining checklists, sign-offs, and reconciliation logs; identified issues early and proposed actionable fixes.
- Mentored and trained junior staff on fund structures, K-1 mechanics, and workpaper best practices; provided feedback and coaching.
- Facilitated internal reviews and approvals, preparing concise status updates and issue summaries for leadership to inform decision-making.
Tax consultant I
Deloitte
Hyderabad
06.2023 - 05.2024
- Prepared Form 1065 partnership returns for private equity and hedge fund clients; supported accurate income, expense, and allocation reporting.
- Produced and validated Schedule K-1 packages, including book-to-tax adjustments and tie-outs to supporting workpapers.
- Supported compliance for blocker (C-corporation) entities, including provision/return workpapers and reconciliations.
- Prepared international information reporting, including GILTI calculations and related forms (Forms 8992 and 8993).
- Assisted with other international filings (as applicable), e.g., Forms 5471/8865/8621/926/8805, ensuring completeness and consistency across disclosures.
- Coordinated client data requests and maintained review-ready documentation to meet peak-season deadlines.
- Supported the Multi-State Tax (MST) team on state compliance deliverables across multiple jurisdictions.
- Prepared/reconciled state apportionment and allocation inputs (e.g., sales factor sourcing) and validated data for completeness and accuracy.
- Assisted with state return workpapers, including rollforwards, tie-outs to provision/GL, and documentation for reviewer readiness.
- Researched state-specific rules, filing requirements, and thresholds; summarized impacts for the engagement team.
- Private Equity/Hedge Fund
Start-up consulting specialist - Intern
Ingress Global Consulting
Bengaluru
05.2024 - 06.2024
- Categorized start-ups into 6 different stages in order to develop mentorship programs.
- Took part in developing mentorship programs for the start-ups. Created Financial models and valuations for the start-ups.
- Helped start-ups find their respective Industry mentors and Investors. Co-ordinated in organising various seminar programs conducted for the start ups.
- Conducted Industry research to identify trends in the Indian start-up ecosystem.
- Worked as a co-author for the report, depicts 'India's - Foreign Direct Investments'.
Portfolio Analyst - Intern
Hedge Equities
Bengaluru
03.2024 - 04.2024
- Provided assistance under the wealth management department in constructing and optimising portfolios.
- Conducted equity research using Fundamental analysis and valuation metrics.
Education
Masters in Business Administration - Finance
Christ University School of Business and Management
Bengaluru01-2023
Bachelor of Business Administration - Finance
Indian Academy Degree College
Bengaluru01-2021
PUC - Computer, Business, Economics & Accountancy
Indian Academy Pre University college
Bengaluru01-2018
Florence High School
Bengaluru01-2015
Skills
- Partnership taxation (Form 1065, Schedule K-1, all
- Fund tax compliance (private equity / hedge fund s
- International information reporting (Forms 5471, 8
- Book-tax adjustments; trial balance and workpapers
- Data validation & quality checks
- Advanced Excel analysis (pivots, lookups, etc)
- Analytical Thinking
LANGUAGES
English, Tamil, Kannada, Hindi
Timeline
Tax senior
Deloitte
05.2026 - Current
Tax consultant II
Deloitte
06.2024 - 05.2026
Start-up consulting specialist - Intern
Ingress Global Consulting
05.2024 - 06.2024
Portfolio Analyst - Intern
Hedge Equities
03.2024 - 04.2024
Tax consultant I
Deloitte
06.2023 - 05.2024
Masters in Business Administration - Finance
Christ University School of Business and Management
Bachelor of Business Administration - Finance
Indian Academy Degree College
PUC - Computer, Business, Economics & Accountancy
Indian Academy Pre University college
Florence High School