RAMKUMAR K S
Bangalore
Summary
Analytical Senior Tax Associate recognized for productivity and efficient task completion. Known for specialized skills in tax compliance, financial analysis, and regulatory research. Excel in communication, problem-solving, and time management to deliver high-quality work within deadlines.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Tax Associate
PWC AC
Bengaluru
01.2024 - Current
- Private Equity and FOF - Partnership tax (1065).
- Trained junior analysts on tax preparation processes and best practices.
- Prepared and reviewed forms, and related work papers for entities, and assisted with tax compliance.
- Managed multiple clients concurrently while meeting tight deadlines.
- Lead training sessions for junior associates on tax software applications.
Advanced Tax Analyst (US Tax)
EY
Bangalore
01.2022 - 01.2024
- Managed compliance for Private equity & FOF partnerships and federal tax return processes.
- Performed detailed reviews of client accounts prior to filing taxes in order to identify any discrepancies or errors.
- Analyzed financial data such as income statements and balance sheets to determine how it affects a client's taxes.
- Analyzed complex tax regulations and compliance requirements for various clients.
- Prepared detailed tax returns using advanced software tools and industry best practices.
- Occasionally worked on PFICs, 8865, and 926.
- I guided new hires and teammates, and familiarized them with the concepts.
- Member of the Learning & Development team and the technology testing team.
- Worked as an acting senior in a few engagements.
- I worked directly with the onshore UK team and took care of engagements. Also, I received excellent feedback from the UK team.
Wealth Advisor
PeakAlpha Investment Services Pvt Ltd
Bangalore
04.2021 - 12.2021
- Creating and managing tailor made portfolios for clients to meet their financial goals.
- Understanding of different types of mutual funds.
- Helping clients to efficiently manage their taxes (Tax Planning).
- KYC verification and onboarding of clients.
- PeakAlpha is a investment management company, founded in 2005, which helps individuals and families manage their money better.
Education
MBA - Finance and Marketing
MS Ramaiah College of Arts Science and Commerce
Bangalore10.2021
Bachelor of Commerce (BCom) -
Mahatma Gandhi Memorial College
Udupi07.2019
Skills
- Partnership Tax
- Private equity
- FoF
- K-1 and K-3 preparation
- Tax software applications
- Partner Forms
- TRACK
- GoSystem
- MS Office
- Ability to work under pressure
- Teamwork
- Communication
Certification
- Tally.ERP9 with GST
- Tally ACE
- Microsoft Excel
Accomplishments
- Received Tax Excellence Award - Bright Beginner (PWC)
- Received 'Exceptional Client Service (ECS)' Award within 4 months of joining EY.
- Received 12 Spot Awards in the span of 1.8 years in EY.
- Table tennis - University level Bronze medalist (2019) and Silver medalist in (2018).
- Karate - National level Bronze medalist (2010).
Hobbies and Interests
- Table Tennis
- Cricket
- Badminton
- Traveling
Languages
- English, Advanced (C1)
- Hindi, Professional Working Proficiency
- Kannada, Native or Bilingual Proficiency
- Tulu, Native or Bilingual Proficiency
Personal Information
Date of Birth: 03/27/98
Timeline
Senior Tax Associate
PWC AC
01.2024 - Current
Advanced Tax Analyst (US Tax)
EY
01.2022 - 01.2024
Wealth Advisor
PeakAlpha Investment Services Pvt Ltd
04.2021 - 12.2021
MBA - Finance and Marketing
MS Ramaiah College of Arts Science and Commerce
Bachelor of Commerce (BCom) -
Mahatma Gandhi Memorial College