Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Profile Summary
Hobby
Timeline
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Pankaj Tripathi

Delhi

Summary

Results-driven US & Canada indirect tax and finance professional with nearly 9 years of experience in the MNC sector. Expertise in tax consulting, financial planning, and process optimization. Skilled in handling Voluntary Disclosure Agreements, business registrations, and multi-state tax compliance. Proficient in filing tax returns, managing state notices, and assessments across various periods. Adept at utilizing tools like Vertex, Avalara, OneSource, CCH, JDE, SAP (S4-HANA), and Power BI to enhance reporting and efficiency. Strong background in process improvement using Advanced Excel, PowerPoint, and Generative AI. Recognized for effective communication with state authorities and stakeholders to ensure alignment of tax reporting with business objectives.

Overview

10
10
years of professional experience

Work History

Tax Advisor

Windy Street Advisory LLP
11.2023 - Current
  • Conducting tax research using various resources and tools to verify proper compliance and tax filings to client's advantage based on current tax laws.
  • Finalizing and processing paperwork with local, state and federal government authorities.
  • Working with the client and gathered information for business License/Registration with the states.
  • Processing Filing and Payments of Sales and Use tax returns for clients.
  • Analyzing new legislation affecting taxation rules and regulations in order to advise clients accordingly.
  • Organizing client records according to established filing protocols for easy access during audits or reviews.
  • Representing clients before local or state taxing authorities when necessary.

Senior Tax Analyst

Terumo India private Limited (TIPL)
10.2021 - 11.2023
  • Led monthly, quarterly, half yearly and annually tax filing activities.
  • Prepared and filed sales and use tax returns, telecommunications tax returns and other miscellaneous filings.
  • Gathered information for Business Registration/License and renew Registration/License time to time as per Vertex SAP H4/HANA.
  • Review of business license registration forms.
  • Ad-hoc activities related to renewal of business licenses.
  • Used One-Source, Vertex, Avalara and DAS database system to track customer personal information and purchase history.
  • 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 like Account receivable, Business License renewal, Onesource IT department etc.

Subject Matter Expert

Quatrro Business Support Services Private Limited
02.2020 - 10.2021
  • Led a team of six, overseeing tax compliance for 200+ clients annually.
  • Designed and prepared technical reports, studies and related documentation.
  • Prepared US, multistate and local tax returns for business clients.
  • 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.
  • 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 Associate

FIS Global Solution PVT LTD
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.
  • 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.
  • Facilitated month-end accounting activities and journal entries.

Senior Associate Executive

Quattro Business Support Services
01.2016 - 04.2019
  • Maintained documentation spreadsheets and managed tax filings for sales and Use tax.
  • Interacted with clients and tax authorities for tax-related queries.
  • Managed credits, refunds, and reconciliations for sales and use tax.

Associate

Medimax Offshore PVT LTD
03.2015 - 01.2016
  • Worked varied hours to meet seasonal and business needs.
  • Received, sorted and distributed incoming mail.
  • Updated Personal spreadsheets with tracking data.

Education

Bachelor of Commerce - Accounting and Finance

Bundelkhand University
Jhans, Uttar Pradesh
05-2012

Skills

  • Proficient in Vertex
  • Experience with Avalara
  • Skilled in Thomson Reuters OneSource
  • CCH expertise
  • Experience with DAS applications
  • Experience with JDE software
  • Experience with SAP S/4HANA implementation
  • Power BI data visualization skills
  • Advanced Excel proficiency
  • Power Point
  • Experience with generative AI applications
  • Experience in state and local tax compliance
  • Data consistency analysis
  • Expertise in voluntary disclosure agreements
  • Facilitation of business registration processes
  • Notices & Assessments
  • TAX Compliance Management
  • Stakeholder Communication
  • Process Optimization Standards
  • Experience with Bloomberg analytics
  • Citrix
  • Crystal
  • Analytical Thinking

Accomplishments

  • Received onsite Bravos for exceptional performance at Windy.
  • Recognized for contributing innovative ideas to enhance efficiency.
  • Acknowledged with client Focus & Shining Star Award.
  • Successfully implemented process improvements.

Languages

English
Hindi

Profile Summary

9, MNC industry, Enhanced tax consultation, financial planning and operational efficiency improvements., Contributed to Voluntary Disclosure agreement, Business Registration, Multi State Tax Compliances., Managed tax returns filing ensuring accuracy and financial responsibility., Utilized tools like Vertex, Avalara, Thomson Reuters (OneSource), CCH, DAS, JDE, SAP (S4-HANA), Power-BI., Improved processes & system functionality using Advance Excel, Power Point and Generative AI., Recognized for strong communication with states and stakeholders/clients.

Hobby

Travel, Movies, Singing.

Timeline

Tax Advisor

Windy Street Advisory LLP
11.2023 - Current

Senior Tax Analyst

Terumo India private Limited (TIPL)
10.2021 - 11.2023

Subject Matter Expert

Quatrro Business Support Services Private Limited
02.2020 - 10.2021

Senior Associate

FIS Global Solution PVT LTD
04.2019 - 02.2020

Senior Associate Executive

Quattro Business Support Services
01.2016 - 04.2019

Associate

Medimax Offshore PVT LTD
03.2015 - 01.2016

Bachelor of Commerce - Accounting and Finance

Bundelkhand University

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Pankaj Tripathi