Go - System RS
Kapil Theerth Thotapalli
Tax Senior | Enrolled Agent
Hyderabad
Summary
Dedicated Tax Preparer and Reviewer versed in statement review, return preparation and filing procedures with 5 years of extensive business taxation experience with emphasis in Private Equity and Investment Management clients. Proficiency in use of tax software programs. Excellent time management skills and keen attention to detail to drive results.
Overview
6
6
years of professional experience
1
1
year of post-secondary education
4
4
Languages
Work History
Tax Consultant and Reviewer
Deloitte Tax Services India Private Limited
Hyderabad
05.2019 - Current
- Furnished taxpayers with sufficient information and advise to facilitate correct tax form completion.
- Conducted reviews of internal tax documentation, reducing errors.
- Prepared/Reviewed Tax Worksheets, K-1's, K-2's & K-3's Tax returns for clients in Private Equity and Investment Management for Partnerships according to IRS regulations and requirements.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Completed and filed returns with tax departments at Federal and State levels.
- Delivered comprehensive tax documentation required for accurate Partnership and corporate returns.
- Checked data input and verified totals on forms prepared by staff to identify errors.
- Oversaw team of 8 tax professionals handling up to
4 clients per year. - Been part of Learning and Development Team for Facilitating New Hires on U.S. Tax Basics, Tax Tools.
- Onboarded new employees with training and new hire documentation.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Established team priorities, maintained schedules and monitored performance.
- Performing as acting manager from past 6 months
- Planned, tested and deployed tax tools methodology to produce high quality outputs to meet and exceed client expectations.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Supported continuous improvement initiatives by actively participating in team meetings, trainings, and workshops focused on enhancing reviewer skills and processes.
Tax Intern
Deloitte Tax Services India Private Limited
Hyderabad
05.2018 - 07.2018
- Prepared various tax forms and documentation associated with tax compliance, and refunds.
- Calculated Federal and State taxes.
- Prepared partnership and corporate tax returns.
- Completed balance sheet reconciliations and profit and loss statements with high accuracy.
- Used Tax Technological tools to input and track tax information
Education
Enrolled Agent -
IRS
United States 08.2023 - Current
PGDM -
Siva Sivani Institute of Management
Hyderabad 06.2017 - 2019.05
Bachelor of Commerce -
Sri Masters Degree College
Kurnool 06.2013 - 2015.04
Intermediate - Accounting
Sri Masters Junior College
Kurnool 06.2011 - 2013.04
SSC -
Sri Lakshmi High School
Kurnool 05.2010 - 2011.04
Skills
Federal and State tax returns
Tax return preparation
Time management
Tax reporting
Tax-related research
Quality Improvement
Team Building
Year-end tax provision proficiency
Tax law compliance
Financial statements expertise
Facilitating
Accomplishments
- Improved team efficiency by implementing key process adjustments.
- Completed more than 600 Partnership/Corporate tax returns during 5 Years tax season.
- Received Spot Award thrice for exceeding productivity objectives.
- Received Applause Award twice for exceeding productivity objectives.
- Received On-Boarding Champion/Buddy Award for designing Practice related training materials and Facilitating the New Hires.
Software
Internal Tax Tools
Timeline
Enrolled Agent -
IRS
08.2023 - Current
Tax Consultant and Reviewer
Deloitte Tax Services India Private Limited
05.2019 - Current
Tax Intern
Deloitte Tax Services India Private Limited
05.2018 - 07.2018
PGDM -
Siva Sivani Institute of Management
06.2017 - 2019.05
Bachelor of Commerce -
Sri Masters Degree College
06.2013 - 2015.04
Intermediate - Accounting
Sri Masters Junior College
06.2011 - 2013.04
SSC -
Sri Lakshmi High School
05.2010 - 2011.04
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