Pankaj Tripathi
New Delhi
Summary
Business-minded Tax Analyst promoting more than 8.5 years of expertise of ensuring accurate tax return filing. An efficient individual with experience building and updating tax models and tools. A real problem solver with project planning, analytical and team collaboration skills.
Overview
9
9
years of professional experience
Work History
Senior Tax Advisor
Windy Street Consultant PVT LTD
Gurugram
11.2023 - Current
- Conducted tax research using various resources and tools to verify proper compliance and tax filings to client's advantage based on current tax laws.
- Finalized and processed paperwork with local, state and federal government authorities.
- Produced Sales and Use tax returns for clients.
- Analyzed new legislation affecting taxation rules and regulations in order to advise clients accordingly.
- Organized client records according to established filing protocols for easy access during audits or reviews.
- Represented clients before local or state taxing authorities when necessary.
- Attended seminars and conferences pertaining to taxation topics as needed.
- Advised clients to comply with IRS regulations and meet state and federal tax obligations.
Senior Tax Consultant
Terumo India Private Limited
Gurugram
10.2021 - 11.2023
- Prepared and filed sales and use tax returns, telecommunications tax returns and other miscellaneous filings.
- Used One-Source, Vertex, Avalara and DAS database system to track customer personal information and purchase history, maintaining accurate records of sales numbers over time.
- Used Excel to document weekly sales, expenses and other pertinent financial information.
- Communicated effectively with colleagues at all levels within the organization.
- Reconciled tax accounts and payments while researching issues.
- Reviewed client information to ensure compliance with state and federal laws governing taxation.
- Managed projects involving multiple tasks across different teams.
Subject Matter Expert
Quatrro Business Support Services PVT LTD
Gurugram
02.2020 - 10.2021
- Designed and prepared technical reports, studies and related documentation.
- Prepared US, multistate and local tax returns for business clients.
- Oversaw team of 6 tax professionals handling up to 200+ clients per year.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Led teams in scheduled and unscheduled equipment maintenance to optimize readiness.
- Reviewed established accounting systems and historical information to identify strengths and weaknesses of existing methods and controls.
- Review of business license registration forms. Renewal of business licenses for multiple jurisdictions as per the due date.
- Additional activities related to renewal of business licenses.
- Review of Tax Notices related to business license registration and renewal and resolve by working with client/jurisdictions.
Senior Project Associate
FIS Global Solution PVT LTD
Gurugram
04.2019 - 02.2020
- Prepared 800+ Sales and Use Tax return for 300+ clients.
- Completed and filed returns with tax departments at local, state and federal levels.
- Reviewed available data and compared against tax code to determine exemptions, deductions and potential liabilities.
- Obtained needed resources by strategically negotiating with stakeholders and outside suppliers.
- Maintained open communication by presenting regular updates on project status to customers.
- Sourced, vetted and managed vendors needed to accomplish project goals.
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
- Carried out day-to-day duties accurately and efficiently.
- Review of Tax Notices related to business license registration and renewal and resolve by working with client/jurisdictions.
- Review of business license registration forms. Ad-hoc activities related to renewal of business licenses.
Senior Executive - Indirect Tax
Quatrro Business Support Services PVT LTD
Gurugram
01.2016 - 04.2019
- Prepared US, multistate and local tax returns for business clients.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
- Completed and filed returns with tax departments at local, state and federal levels.
- Reviewed available data and compared against tax code to determine exemptions, deductions and potential liabilities.
- Provided information about available products and services to clients, resulting in increased business opportunities.
- Renewal of business licenses for multiple jurisdictions as per the due date.
- Review of Tax Notices related to business license registration and renewal and resolve by working with client/jurisdictions.
Associate
Madimax Offshore Services PVT LTD
Gurugram
03.2015 - 01.2016
- Worked varied hours to meet seasonal and business needs.
- Troubleshot minor issues with equipment and tools.
- Recommended equipment upgrades to supervisor.
- Produced and mailed invoices, payment reminders and financial notices.
- Received, sorted and distributed incoming mail.
- Education Processed and Applied 1000+ incoming payments and outgoing refunds each week.
- Updated Personal spreadsheets with tracking data.
Education
Bachelor of Commerce - Accounts, Finance, Tax And Business Analytics
Bundelkhand University
Jhansi05-2012
Higher Secondary Certificate (12th Standard) - Maths, Science
Saraswati Vidya Mandir Inter College
Mauranipur, Jhansi05-2009
Senior Secondary Certificate (10th Standard) - Maths, Science
Saraswati Vidya Mandir
Mauranipur, Jhansi05-2007
Skills
- Voluntary Disclosed Agreement
- Nexus and Exposer Study
- Registration in VDAs & Back FIlings
- Documentation Filing
- Tax Return Preparation
- Records Management
- Regulatory Compliance
- Tax Law Compliance
- Strategic Consulting
- Exemption Certificates
- Business License Renewal
- Notices and Assessments
- Multi-State Tax Filing
- One Source (Thompson Reuters) Knowledge
- Avalara Knowledge Center
Affiliations
- Singing
- Travelling
Languages
Hindi
First Language
English
Upper Intermediate (B2)
B2
References
References available upon request.
Timeline
Senior Tax Advisor
Windy Street Consultant PVT LTD
11.2023 - Current
Senior Tax Consultant
Terumo India Private Limited
10.2021 - 11.2023
Subject Matter Expert
Quatrro Business Support Services PVT LTD
02.2020 - 10.2021
Senior Project Associate
FIS Global Solution PVT LTD
04.2019 - 02.2020
Senior Executive - Indirect Tax
Quatrro Business Support Services PVT LTD
01.2016 - 04.2019
Associate
Madimax Offshore Services PVT LTD
03.2015 - 01.2016
Bachelor of Commerce - Accounts, Finance, Tax And Business Analytics
Bundelkhand University
Higher Secondary Certificate (12th Standard) - Maths, Science
Saraswati Vidya Mandir Inter College
Senior Secondary Certificate (10th Standard) - Maths, Science
Saraswati Vidya Mandir
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