Karthik R

Review provided information and requested additional details to finalize tax returns. Conducted thorough review of federal and state individual US tax returns as a full-time reviewer. Demonstrated expertise in CCH (Pro system) and offered assistance to assignees regarding queries on their tax returns and TEQ settlements.

In addition to above, also worked on advisory projects such as

1. Hypothetical taxes: Review and delivering hypo tax calculations to client based on the assignment situation.

2. Gross up calculations: Review and delivering gross up calculations on the TEQ settlements.

3. Notice responses: Review and finalizing federal and state notice responses based on the query from authorities.

4. KPI report: Review and provide the KPI report to US and India team to check on the status of tax returns on weekly basis.

5. Billing: Reviewing the Global Billing Template (US) on monthly basis.

6. Net Unbilled Analysis: Review of NUB to understand the overall health of the engagement and check on the profit margin on monthly basis.

7. Co-ordination: Acting as a bridge between the compliance, billing and tax team to effectively perform day to day tasks.

8. New hire mentor: Mentoring new hire batches and assisting them solve case studies, simulations and conducting exams.

1. Tax Return and TEQ: Reviewing complex U.S. individual tax returns and tax equalization calculations.

2. Review of extension calculations: Review and delivering extension calculations to taxpayers.

3. Assignee communication: Handling assignee query through emails and calls.

4. Training: Providing training to staff on the technical aspects of tax returns.

1. Tax returns: Preparation of tax returns of mobility group and HNI.

2. Information: Drafting and requesting information required to finalize the tax returns.

1. Tax returns: Preparation of tax returns who are US residents.

2. Return type: Handling tax returns of key members of Deloitte such as partner's and director's.