CCH/BNA/ SUPER FORMS
Mudit Pandey
Tax Senior/Senior Analyst
Hyderabad
Summary
Accomplished US Tax Assistant Manager ( EA certified ) with a Masters in accounting and an effective US tax knowledge. Managed large HNI Clients usually Partners and Director of various Firms for 7+ years for the full tax cycle.
Overview
14
14
years of professional experience
1
1
Certification
2
2
Languages
Work History
US Tax Assistant Manager
PricewaterhouseCoopers - Partner Tax Management Team
Hyderabad
05.2022 - Current
- Enroll Agent (completed 2023 June)
- Responsible to review 1065, 1040. 709 & 706 Return for HNI ( Partner and directors )
- Responsible to review taxpayer support documents , Returns , notices and any further communication to IRS and taxpayer.
- Responsible to review 1065 Schedule K1 for the partners engaged in Investment Management activities.
- Responsible for preparation of Estimate and Extensions as required by IRS.
- Worked on tax notice and Abatement procedure.
- Analyzing if a U.S. Tax Payer qualifies any obligations and is compliant to attached additional Forms such as 1099, 4562, 8275-R, 8886, 8949, and so on as required by IRS
- Responsible to review foreign form such as 114, 8621, 8938, 8865 and 1116
- Review the tax return completely before filing it to IRS and check if the reporting is done correctly
- Responsible Annual technical training as refresher and new hirers for gift tax and sureprep.
- Responsible to train new hires in the team for onboarding.
- Technical Team Trainer Certified. This is the Technical trainer certificate certification provided by the firm.
Senior Tax Analyst
Deloitte Tax LLP
Hyderabad
10.2016 - Current
- Currently with 5 years of experience in US Taxation (Federal 1040 and State).
- Well versed with following tax compliances - 1040, 1041, 1120S, 1065, 3520, 3520-A, 709, 1040-part year, Dependent return and 1040 NR Tax forms.
- With Avg fee of $ 550/ Hr. And working for 1800+ hours was able to generate average revenue of $ 1 million in 2020 individually.
- Prepared and reviewed federal and state tax returns to comply with corporate submission requirements.
Client Manager
Indusind Bank
Mumbai
05.2014 - 10.2016
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
Vice President
AIESEC
Lucknow
01.2010 - 01.2012
- Developed and implemented favorable pricing structures balancing firm objectives against customer targets.
Education
MBA - Finance
PadamashreeDr. D.Y. Patil Dept., Belapur CBD
Mumbai 05.2012 - 2014.05
B.Com - Bachelor of Commerce
Lucknow University
Lucknow 05.2009 - 2012.05
Skills
IFRS and GAAP experience
Software
MICROSOFT EXCEL
ADOBE
SP BINDER/ TRACKER 20
Accomplishments
- Won overall 15 Awards and 20 shootouts for delivering quality performance.
- Held 2 promotions in past 5 years as per firm's time frame.
- Successfully hosted 2 international firm events as a MC.
Certification
EA - Enrolled Agent
Timeline
EA - Enrolled Agent
06-2023
US Tax Assistant Manager
PricewaterhouseCoopers - Partner Tax Management Team
05.2022 - Current
Senior Tax Analyst
Deloitte Tax LLP
10.2016 - Current
Client Manager
Indusind Bank
05.2014 - 10.2016
MBA - Finance
PadamashreeDr. D.Y. Patil Dept., Belapur CBD
05.2012 - 2014.05
Vice President
AIESEC
01.2010 - 01.2012
B.Com - Bachelor of Commerce
Lucknow University
05.2009 - 2012.05
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