LOKESH A AGRAWAL

• Working in Tax Information Reporting which handles both compliance work, preparing & reviewing tax returns for foreign entities. Handles various big clients on the job and reports to wide variety of jurisdictions around the world.
• Global Information Reporting | FATCA, CRS | W-8, W-9 and Self-Certification validation
• Review of all supporting workpapers to tie to tax return and explanation of any differences between tax return and tax provision.
• Prepare/Review complex Private Equity Tax return workpapers, Book/Tax Allocation, K-1 forms.
• Assisting clients with recovery of improper tax withholdings.
• Reviewing accounting entries and providing recommendation thereon.
• Worked with Team on Family Office Accounting project.
• Led methodology development to outline basic process parameters for operations.
• Spearheaded organizational development efforts, incorporating macro-level business process enhancements.
• Created and maintained precise and accurate models, charts and reports.
• Engineered process modernization efforts to evaluate and replace legacy protocols with more efficient methods.
• Oversaw change management duties during new business process onboarding, reducing productivity interruptions.
• Generated ideas within various sectors.
• Assisted with day-to-day operations, working efficiently and productively with all team members.
• Proven ability to learn quickly and adapt to new situations.

• As an Accounts and Audit Manager
• Facilitated internal audits, direct & indirect tax audits for multiple type of entities and prepared detailed reports on findings.
• Coordinated, managed and implemented auditing projects and prepared for evaluation.
• Interacted with internal staff and clients to improve operational knowledge of relevant tax issues and business implications.
• Developed high-level knowledge of client business goals, policies and procedures to establish foundation for targeted problem solutions.
• Analyzed accounting systems for efficiency and effectiveness.
• Used accounting software to issue tax returns and prepare consolidated reports.
• Trained new employees on accounting principles and company procedures.
• Conducted strategic and technical reviews to verify compliance with quality control standards, schedule constraints and budget parameters.

As an Article Assistant

• Reconciled worksheets to verify accuracy of documents or records.
• Performed administrative tasks and served as backup to facilitate office operations.
• Maintained and enhanced internal controls to preserve confidentiality of records.
• Found tax solutions to complicated tax issues or errors from incorrect tax filings.
• Maintained integrity of general ledger and chart of accounts.
• Prepared reports and materials to assist with audits.
• Assisted in internal audits, direct & indirect audits for multiple type of entities.
• Assisted with day to day tax and statutory compliance.
• Preparation of quarterly TDS/TCS statement for both Salaried & Non-Salaried.
• Cooperated with senior leaders to create operating budgets and initiate financial planning.
• Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.