Summary
Overview
Work History
Education
Skills
Certification
Languages
Hobbies
Timeline
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Pavan Kumar S

BANGALORE

Summary

Tax compliance and client operations specialist with hands-on experience in U.S. federal, state, and local tax filings, including amended returns (941-X, 945-X, 1099-NEC/MISC, W-2C) and year-end reconciliations. Proven ability to manage third-party portal access, resolve discrepancies, and ensure regulatory compliance. Adept in working with cross-functional teams, documenting processes, and leveraging Excel, SQL, and Power BI for analysis and reporting.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Tax Specialist

Paychex INC.
10.2023 - Current
  • Manage end-to-end filing of original and amended tax returns (941-X, 940-X, 1099-NEC/MISC, W-2C) for federal, state, SUI, and local agencies.
  • Ensure timely and accurate remittance of tax payments across jurisdictions.
  • Resolve discrepancies in filings by preparing corrections and original submissions.
  • Collaborate with clients to set up third-party access for government portals.
  • Consistently meet internal SLA targets for tax submissions and compliance tasks.
  • Document filing procedures to streamline future operations and enable team scaling.
  • Audit tax accounts across federal and state systems to ensure good standing.
  • Created SOPs for NC SUI, SC SUI, DC SUI, OK W-2, 1099 wages file, and macro files to standardize tax processing and reduce error rates.
  • Developed and maintained an automated KPI rating dashboard in Power BI, updated weekly or semi-weekly, used by supervisors for 1:1 employee performance discussions.

Customer Care Associate

Vauld Private Limited
10.2021 - 10.2023
  • Joined as an Escalation Associate and cross-trained to handle Social Media Moderation tasks.
  • Managed both email and chat support channels simultaneously to maintain response efficiency.
  • Handled 50+ daily customer interactions via chat, email, and SMS with a CSAT score of 96%.
  • Supported high-priority clients with AUM > $100K, delivering tailored tax-related solutions.
  • Assisted in account onboarding, documentation, and maintenance tasks.
  • Ranked in the top 3 associates for 6 consecutive months based on quality and speed.

Education

Data Science, AI, Tableau And Power BI -

360DigiTMG
09-2023

B.Sc -

Oxford College of Science
04.2021

Skills

    Tax Filing & Compliance: Federal, State, SUI, Local, 941-X, 940-X, 1099, W-2C

    Client Operations: Onboarding, Portal Setup, Regulatory Resolution

    Tools: Salesforce (basic), IRS, State & SUI Portals, Slack, Google Sheets, Microsoft Excel

    Technical Skills: SQL, Python, Power BI, Tableau, Advanced Excel

    Soft Skills: Communication, Attention to Detail, Grit & Patience, Cross-functional Collaboration

Certification

  • Data Science - IBM
  • Data Science and Deep Learning - Universiti Teknologi Malaysia
  • Data Science, Artificial Intelligence, Tableau and PowerBi - 360DigiTMG
  • Python Fundamentals and Data Science - NASSCOM

Languages

English
Proficient
C2
Hindi
Proficient
C2
Telugu
Proficient
C2
Kannada
Bilingual or Proficient (C2)

Hobbies

  • Chess
  • Music
  • Blockchain
  • Sports and fitness

Timeline

Tax Specialist

Paychex INC.
10.2023 - Current

Customer Care Associate

Vauld Private Limited
10.2021 - 10.2023

B.Sc -

Oxford College of Science

Data Science, AI, Tableau And Power BI -

360DigiTMG

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