Summary
Overview
Work History
Education
Skills
Languages
Certification
Additional Information
Hobbies
Internship
Accomplishments
Timeline
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Pannaga Bhatta A R

Pannaga Bhatta A R

Bengaluru

Summary

With a successful tenure at PwC, where expertise in Australian Corporate Tax and tax technology was honed, earning multiple Tax Excellence Awards, proven ability to excel in this field. Alongside tax responsibilities, also thrived in project management roles and served as the software point-of-contact, showcasing versatility. MBA from PES University, with a focus on accounting and finance, instrumental in achievements thus far. As embark on next phase of career, eager to transition into an analyst or tax automation role. Leveraging extensive tax knowledge and technical skills in Alteryx, Excel, and Power BI, aim to drive automation initiatives, enhance reporting processes, and bridge the gap between tax requirements and technology.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Tax Associate 2

PwC Acceleration Centers in India
03.2021 - 07.2024
  • Tax Return Preparation & Review: Prepared and reviewed tax return calculations for Australian companies and trusts, specializing in Infrastructure & Urban Renewal taxation, using Excel skills and Onesource taxation software to optimize clients' deductions and credits.
  • Tool Development: Assisted in developing a tool using Alteryx to compare yearly trial balances and mapping and to automate the tax preparation process (an in-house project).
  • End-to-End Service Delivery: Managed engagement contracts, risk and compliance, and billing, providing comprehensive service from start to finish.
  • Client Advising: Handled and advised 150+ clients on tax matters, acting as a strategic consultant to control risk and improve decision-making while ensuring confidentiality.
  • Project Management & Software POC: Took on project management tasks and served as the Onesource software point-of-contact, demonstrating leadership and versatility.
  • Research & Analysis: Conducted research on tax laws, regulations, and client-specific issues to stay updated on tax legislation.
  • Team Success & Recognition: Contributed to team success by consistently exceeding quality, productivity, and client satisfaction metrics, earning the Tax Excellence Award multiple times under 'Client Champion' category.

Tax Analyst

EY Global Delivery Service
08.2020 - 12.2020
  • Search Strategy Development: Created search strategies using various databases and supporting software.
  • Benchmarking Process: Established a benchmarking process using different databases and performed financial updates for consecutive years.
  • Profit Level Indicator Calculation: Calculated profit level indicators of comparable results and prepared deliverables and transfer pricing documentation.
  • Operational Improvement: Enhanced operations by collaborating with team members and cross-teaming to develop solutions across multiple projects in dynamic environment.

Education

MBA - Tax And Finance

PES University
Bengaluru, India
10.2020

B.Com - Accounting And Finance

Sri Poornaprajna College, Udupi
Udupi, India
06.2018

Skills

  • Alteryx, ETL, Workflow Builder
  • Microsoft Power Bi, Data Visualization, DAX, Problem Solving
  • Microsoft Excel
  • SQL
  • Australian Tax & Accounting - Tax Return Calculation, Preparation and Review
  • Onesource
  • Tax Automation
  • Transfer Pricing
  • Analytical Skills
  • Data Analysis
  • Client Communication

Languages

English
Advanced (C1)
Kannada
Bilingual or Proficient (C2)

Certification

Microsoft Certified: Power BI Data Analyst Associate

  • Validity: 10-2024 to 10-2025


Alteryx Designer Core Certification

  • Validity: 09-2024 to 09-2026


Securities Operation and Risk Management

  • Validity from 2019

Additional Information

  • Fund raising for cancer patients through Musical concerts
  • Organized inter-colleges cultural fest and Marathon while Post Graduation

Hobbies

  • Singing
  • Photography
  • Shuttle Badminton
  • Chess

Internship

Tax/Transfer Pricing - Intern / EY Global Delivery Services, Bangalore (01/2020 - 04/2020)

  • Involved with the same tasks as above listed under the Tax analyst role @EY


Business Consulting Intern / Feedback Business Consulting Services Pvt. Ltd, Bangalore (09/2019 - 12/2019)

  • Assisting the Business Intelligence and Analytics team with machine learning coding and automation of business systems
  • Performed primary research and built database to conduct telephonic interviews in order to collect feedback and information
  • Capturing the data in MS Excel and other MS office applications, assisting the secondary research team with valid inputs
  • Awarded as the 'Best Intern' considering the quality of work and productivity

Accomplishments

  • Winner of Allover India Gratitude week Talent show @PwC
  • Multiple Tax Excellence Awards @PwC
  • 70th rank in Post Graduate CET - Karnataka


Timeline

Tax Associate 2

PwC Acceleration Centers in India
03.2021 - 07.2024

Tax Analyst

EY Global Delivery Service
08.2020 - 12.2020

Microsoft Certified: Power BI Data Analyst Associate

  • Validity: 10-2024 to 10-2025


Alteryx Designer Core Certification

  • Validity: 09-2024 to 09-2026


Securities Operation and Risk Management

  • Validity from 2019

MBA - Tax And Finance

PES University

B.Com - Accounting And Finance

Sri Poornaprajna College, Udupi
Pannaga Bhatta A R