GoSystems
Lahari Y S R
Enrolled Agent - Tax Advisor
Hyderabad,Telangana
Summary
Talented Manager with expert team leadership, planning, and organizational skills built during successful career. Smoothly equip employees to independently handle daily functions and meet customer needs. Diligent trainer and mentor with exceptional management abilities and results-driven approach.
Overview
8
8
years of professional experience
5
5
years of post-secondary education
1
1
Certification
3
3
Languages
Work History
Tax Manager
Deloitte Tax Services India Private Limited
6 2023 - Current
- Managing and leading engagement lifecycle process for multiple client engagements year-round, including many with 300+ client service hours.
- Involved in supporting clients' Estate and Wealth Tax Planning.
- Developed strong client relationships by consistently delivering high-quality service and prompt communication.
- Assisted clients through IRS audits, successfully negotiating resolutions and minimizing penalties owed.
- Collaborated with cross-functional teams to ensure seamless integration of tax considerations into business decisions.
- Enhanced tax compliance by leading the implementation of automated tax software systems with established internal controls and policies.
- Managing team of junior accountants, providing mentorship and professional development opportunities to foster growth.
- Created training materials and led educational sessions for colleagues on emerging tax topics or regulatory changes that may affect the organization's operations.
- Promoted culture of continuous improvement within the department through regular feedback sessions and process evaluations.
Tax Senior
Deloitte Tax Services India Private Limited
9 2019 - 5 2023
- Reviewing complex federal and state income tax returns for accuracy, ensuring timely filing and compliance with applicable laws.
- Established strong relationships with clients by providing exceptional customer service and tailored advice based on individual needs.
- Managed a diverse portfolio of client accounts with meticulous attention to detail, consistently meeting or exceeding deadlines.
- Streamlined tax filing processes by implementing efficient software solutions, resulting in reduced preparation time for clients.
- Implemented effective communication strategies within the team, fostering a collaborative environment that facilitated knowledge sharing and problem-solving capabilities.
- Trained and mentored junior staff members to develop their skills in tax planning and strategy formulation, enhancing overall team performance.
Tax Consultant
Deloitte Tax Services India Private Limited
01.2016 - 08.2019
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Analyzed detailed information from various sources to prepare accurate reports supporting well-informed decision making.
- Prepared wide array of returns such as corporate, fiduciary, gift, individual, and private foundation returns utilizing necessary tax software within required deadlines.
- Calculated estimated tax payments for individual and private foundation clients.
- Worked on effective record-keeping systems for clients, simplifying future tax preparations and improving organization.
- Prepared written responses or tax return amendments to resolve state and federal notices.
Education
THE POST GRADUATE DIPLOMA IN MANAGEMENT (BANKING, INSURANCE, FINANCE AND ALLIED SERVICES) - Banking And Financial Support Services
SIVA SIVANI INSTITUTE OF MANAGEMENT
Hyderabad, India 07.2013 - 04.2015
BACHELOR OF BUSINESS MANAGEMENT -
TSR & TBK DEGREE COLLEGE
VISAKHAPATNAM, INDIA 06.2010 - 04.2013
Skills
Customer relationship development
Tax Training, Personnel Supervision and Development
Tax technology implementation
Tax Process Improvement
Tax Project Management
Tax Compliance Expertise including Due Diligence
Customer relationship development
Accomplishments
- Empowering People Manager as a part of Celebrating Inspirational Leadership - 2024.
- Private Wealth Learning Champion in 2021, 2022, 2023 for US-India Business Tax Services Learning Infrastructure Committee.
- BTS Coach of the Year Award received for the year 2020.
- Well-being champion as a part of Celebrating Inspirational Leadership - 2019.
- Recipient of multiple Applause and Spot awards along with the titles such as 'The Rock', 'Problem Solver', 'Lead By Example & Secret Superstar' by US-India Business Tax Services - Central Region Leadership.
Software
CCH
BNA Bloomberg Income Tax Planner
Xtract K-1
Certification
Enrolled Agent
Timeline
Enrolled Agent
02-2024
Tax Consultant
Deloitte Tax Services India Private Limited
01.2016 - 08.2019
THE POST GRADUATE DIPLOMA IN MANAGEMENT (BANKING, INSURANCE, FINANCE AND ALLIED SERVICES) - Banking And Financial Support Services
SIVA SIVANI INSTITUTE OF MANAGEMENT
07.2013 - 04.2015
BACHELOR OF BUSINESS MANAGEMENT -
TSR & TBK DEGREE COLLEGE
06.2010 - 04.2013
Tax Manager
Deloitte Tax Services India Private Limited
6 2023 - Current
Tax Senior
Deloitte Tax Services India Private Limited
9 2019 - 5 2023
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