CCH and GoRS
Neeraja E.N
US Individual Tax
Summary
PROFFESSIONAL SNAPSHOT: 11years of Experience in U.S Taxation U.S Individual Tax,Tax equalization,Team Handling,Training.
KEY ACCOMPLISHMENTS: Rated as a “high performer” in KPMG for 4 consecutive years. Received best performer award (Kudos Award ) for my quality service for the client in the year 2015. Received best season performer award in PWC Bangalore. Rated as exceeding expectation pwc. Cleared signer progression and start signing from January 2020.
Overview
12
12
years of professional experience
3
3
Languages
Work History
Manager
Pricewaterhouse Coopers SDC Kolkata
Bangalore
01.2017 - Current
- Review and signing of Federal, State and local tax returns and tax equalization calculation (Expat and inbounds) prepared for VIP and Non Vip taxpayers
- Review of tax organizers of taxpayers and reach out to taxpayer, Clients accordingly for additional information required
- Worked as tax return point of contact for around 180 taxpayers including VIPs and responsible to complete the tax returns before deadline
- Communicating with taxpayers, client, and offshore team through email as well as telephone for tax related issues
- Preparing extension calculations and take extensions timely
- Co-ordinated W-2 C project
- Examine compensation and reaching out to client for corrected W-2 required
- Co-ordinated US residency certificate (Form 8802) and UK COR project
- Communicating with clients to collect information and verify details
- Handling tax notices received by taxpayers and drafting correspondence and calling with Federal (IRS) and other state & local tax authorities on behalf of taxpayers to resolve it
- Managing engagement work flow, daily utilization, productivity and day-to-day work assignments of the team members
- Assisting team in preparing Tax returns, split tax calculations, tax equalisation
- Ensured Quality of work is met and always exceeded expectation
- Coordinated engagements from the onset and properly communicated all procedures and expectations with reviewer and preparer
- Evaluated Team Performance and mentored the team
- Maintained compliance with tax regulations by researching current tax laws and educating team members based on the research findings
- Conduct training sessions to experience prepares
- Report to supervisor periodically on team and individual work accomplishments, issues and training requirements
- Review of forms like Form 2555, 1116 and other non-US financial related form like FinCen 114, 8938, 8621.
Sr.Associate
KPMG Global Service
09.2011 - 12.2016
- Reviewing the U.S Tax return front loads for Individuals also preparing and quality checking the individual tax returns of Full year residents/part year residents/Non residents of federal and U.S States
- Supporting my T.L in supervising my team and taking care of assigned team members also a Coach of 10 team members
- Was leading/taking care of“Tax equalization Project” project which is related to US compliance work
- Working as a Point Of Contact for some of the offices in California State
- Providing training to the existing team member/new hires for U.S Individual taxation team
- Involved in preparing and reviewing the specialized returns and forms and schedules includes form 3520/8621/5471
- Taking client’s call and having a fortnightly call & discussion with U.S Clients
- ACADEMIC & PROFESSIONAL QUALIFICATION:
- Qualifies US enrolled Agent from 2017 onwards.
Education
M Com - Taxation
GPA: 70%
B.Com (Honours) - Accountancy and Finance
GPA: 80%
12 - undefined
GPA: 83%
10th - undefined
GPA: 72%
Diploma - Computerised Professional Accounting
Passed Information Technology Training Course - undefined
Recipient of Merit Scholarship from NSS School in Kothamangalam region for becoming a topper in Commerce
a course in UGC Career oriented programme in Portfolio Management - undefined
Pursuing ( ICAI ) Intermediate - undefined
Skills
Take ownership and responsibility on the task assigned
undefinedAccomplishments
- Experienced in handling Microsoft office tools and tax preparation software’s like CCH, GO System Tax, etc
- Usage of Tally a software in Indian Accounting System.
Additional Information
- Married, mother of two handsome boys : Dob: May 20,1988
Software
Interests
Singing, dancing, shopping and like to spend time with my family in free time
Timeline
Manager - Pricewaterhouse Coopers SDC Kolkata
01.2017 - Current
Sr.Associate - KPMG Global Service
09.2011 - 12.2016
Mahathma Gandhi University - M Com, Taxation
Mahathma Gandhi University - B.Com (Honours), Accountancy and Finance
NSS HSS - 12,
NSS HSS - 10th,
Jawaharlal Nehru Education and Charitable Foundation - Diploma, Computerised Professional Accounting
board of studies ICAI - Passed Information Technology Training Course,
- a course in UGC Career oriented programme in Portfolio Management,
- Pursuing ( ICAI ) Intermediate,
Similar Profiles
ANAND NAVANDERANAND NAVANDER
Experience Associate 2 at Pricewaterhouse Coopers Service Delivery Center (Kolkata) Private LimitedExperience Associate 2 at Pricewaterhouse Coopers Service Delivery Center (Kolkata) Private Limited
CA Subham VaidyaCA Subham Vaidya
Associate 2 at Pricewaterhouse Coopers Service Delivery Center KolkataAssociate 2 at Pricewaterhouse Coopers Service Delivery Center Kolkata
Kumarjit Guha RoyKumarjit Guha Roy
Associate 2 at Pricewaterhouse Coopers India Acceleration Centre Kolkata Pvt Ltd in FinancialAssociate 2 at Pricewaterhouse Coopers India Acceleration Centre Kolkata Pvt Ltd in Financial
Emily JarvisEmily Jarvis
Manager at Mazzio's PizzaManager at Mazzio's Pizza
Michael RosaciMichael Rosaci
Manager at Lifetouch Portrait StudiosManager at Lifetouch Portrait Studios