Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Namrata Doshi

Namrata Doshi

Tax Analyst
Hyderabad

Summary

Quality-driven and result oriented Analyst with 2.5 years of professional experience in EU VAT. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

5
5
years of professional experience
2
2
years of post-secondary education
4
4
Certifications

Work History

Tax Analyst

Avalara Technologies Pvt. Ltd.
Pune
11.2020 - Current
  • Responsible for preparing, reviewing, and filing tax returns in multiple jurisdictions.
  • Assist in corresponding to notices and information requests from Tax authorities.
  • Partner with operations and cross functional teams to identify risks and opportunities to scale with the business.
  • Stay current with latest changes to applicable regulatory standards and company procedures.
  • Assist in documenting processes and special projects as assigned.
  • In charge for de-registering the VAT number on customer request.
  • Reviewing audit and monitoring reports related to team allocations and client queries.
  • Involved in supporting and helping customers on compliance-related issues.
  • Work closely with the country specialists to meet deadlines and ensure smooth functioning of the cycle.
  • Have been POC for assignment planning and management.
  • Successfully conducted multiple trainings over the years on process and product.
  • Managed refund and credit adjustment cases.
  • POC for JIRA- bridge between GRS and Amazon, provide resolution to customer filing queries for best-in-class customer experience.
  • Assist the team on requirement basis for ad-hoc tasks such as change in frequency, subscription cancellation etc.

Assistant Manager

AssistantManager,AnandRathi Wealth Services Ltd
Pune
07.2019 - 11.2020
  • Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
  • Recommended specific investments to help clients meet financial goals.
  • Researched current economic trends and investment opportunities to stay abreast of financial markets.
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Monitored and updated financial plans to comply with client goals.
  • Studied financial documents to identify potential areas needing improvement.
  • Advised clients on investments, retirement and estate planning.
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Educated clients on potential risks and rewards associated with various investments.
  • Researched and evaluated potential investment products for clients.
  • Implemented exit strategies for clients to transition out of investments.
  • Informed clients of strategies for reducing debt and maximizing savings.

Edelweiss Broking Limited
Pune
04.2018 - 06.2018
  • Security Analysis & Portfolio Management
  • Functioning of Stock Market
  • Various Investment Avenues

Education

MBA - Finance

MIT School of Business
01.2017 - 01.2019

B. Com - undefined

Pune University

XII - undefined

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Skills

    Tax Compliance

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Certification

Certification Authority Course

Timeline

Tax Analyst

Avalara Technologies Pvt. Ltd.
11.2020 - Current

Assistant Manager

AssistantManager,AnandRathi Wealth Services Ltd
07.2019 - 11.2020

Edelweiss Broking Limited
04.2018 - 06.2018

MBA - Finance

MIT School of Business
01.2017 - 01.2019

B. Com - undefined

Pune University

XII - undefined

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Namrata DoshiTax Analyst