Jibin Philip
Senior Tax Associate
Kizhakkekara H, Kottamury PO, Thrickodithanam, Changanacherry
Summary
An accomplished Tax senior with PwC and EY, having more than 5 years of experience in partnership & corporate taxation and state & local tax planning. Successful team player, serving clients within multiple industries including private equity, hedge funds and other asset management clients and has extensive experience in partnership & corporate state tax compliance with tiered structures, composite returns, withholding returns, and is very proficient with workpapers.
Overview
7
7
years of post-secondary education
5
5
years of professional experience
Education
Bachelor of Commerce - Finance And Taxation
St. Berchmans College
Changanacherry 06.2015 - 04.2018
Class XII - Higher Secondary Education
Placid Vidya Vihar
Changanacherry 06.2013 - 04.2015
Class X - Secondary Education
United Indian School
Kuwait 03.2011 - 03.2013
Skills
State and Local Tax Returns
Tax-related research
Tax law compliance
Relationship building
Time management
Verbal/written communication
Timeline
Senior Tax Associate
Ernst And Young LLP
07.2022 - Current
Senior Associate
PricewaterhouseCoopers LLP
12.2020 - 03.2022
Advanced Tax Analyst
Ernst And Young LLP
06.2018 - 12.2020
Bachelor of Commerce - Finance And Taxation
St. Berchmans College
06.2015 - 04.2018
Class XII - Higher Secondary Education
Placid Vidya Vihar
06.2013 - 04.2015
Class X - Secondary Education
United Indian School
03.2011 - 03.2013
Work History
Senior Tax Associate
Ernst And Young LLP
Kochi
07.2022 - Current
- Renders State tax services to various clients based in US. Primarily real estate and private equity.
- Responsible for timely deliverables and mentoring new hires.
- Review of State extensions,State returns, K-1s, work papers and other deliverables.
- Build strong credibility through displaying good insight and business acumen, applying technical competence and engaging in relevant discussions with engagement teams in US
- Team management of resources, assignment of work, conducting internal trainings
- Submission of state extensions and returns.
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research
- Responded promptly to official tax notices requiring clarifications and additional submissions
- Reviewed tax returns, extensions, tax planning calculations, and write-ups for organizations and entities
Senior Associate
PricewaterhouseCoopers LLP
Bangalore
12.2020 - 03.2022
- Rendered State tax services to various clients based in US.
- Act as a point of contact with Engagement Team and managed proper work allocation, effective communication and timely deliverable of projects for 20+ US clients. Develop and maintain productive working relationships.
- Inform engagement manager status and review staff performance.
- Build strong credibility through displaying good insight and business acumen, applying technical competence and engaging in relevant discussions with engagement teams.
- Develop self and others through seeking and offering on the job coaching and tax engagement experiences.
- Planning as per client requirements.
Advanced Tax Analyst
Ernst And Young LLP
Bangalore
06.2018 - 12.2020
- Worked as Advanced Tax Analyst within state and local taxation for financial services businesses, primarily for hedge fund, private equity, and other asset management clients based in the US.
- Prepared and reviewed K-1s, Extensions, Vouchers and Partnership and Corporation State and City Tax returns with corresponding workpapers.
- Experienced in working through Diff/Kat and Direct K-1 Process.
- Calculated extension payments for state tax purpose for multiple clients.
- Researches on apportionment methodology, state withholding and composite issues, general state tax compliance.
Accomplishments
- Earned “Territory Award” for delivering exceptional service while juggling multiple priorities in PwC.
- Earned “Tax Excellence Award” in the category of Knowledge Accelerator for sharing knowledge and expertise with team members in PwC.
- Earned a PwC Knowledge badge on "Digital Acumen" by gaining an understanding on key Digital topics.
- Conferred with “Extra Miler Award” from a team of 50+ peer employees in EY.
- Consistently recognized at EY for my exceptional contributions, winning "multiple spot awards" for consistently delivering high-quality work.
Languages
English, Hindi, Malayalam
Hobbies and Interests
Sports
Travel
Exercising and Healthcare
Initiatives
- Conceptualized and created Business Simulations for the new team members to provide real-world experience.
- Conducted trainings to a group of new hires to familiarize them with engagement specific tax compliances.
- Assisted other teams during busy season for smooth work flow
- Completed a Research Project on finding the effectiveness of promotional activities in selecting Financial Institutions among individuals in Changanacherry.