Prathmesh Desai
Finance professional
Chinchwad, Pune
Summary
Highly analytical and adaptable professional with exceptional communication and teamwork skills. Eager to contribute to the success of a dynamic team. Proven ability to quickly adapt to new environments. Committed to further developing professional skills and continuously learning and growing. Known for positive attitude and strong sense of commitment to every task at hand.
Overview
7
7
years of professional experience
3
3
Languages
Work History
Tax Consultant
Deloitte Tax Services India Private Limited
11.2023 - Current
- Accessing the Income of US Individuals, Trust and Partnerships
- Working on analysing the PFIC status.
- Reviewed client financial statements to ensure proper classification of expenses for optimal tax benefits.
- Prepared accurate federal, state, and local tax returns for individuals and businesses within required deadlines.
- Maintained positive relationships with both existing and prospective clientele through excellent customer service and responsiveness.
Information Processing Specialist
Tata Consultancy Services
06.2019 - 08.2021
- Worked on preparing bill of lading for client - ZIM Shipping (European geography)
- Auditing the bill of lading prepared by juniors
- Checking with clients for missing or wrong information
- Handling escalations received from CS team
- Managing the Escalation Matrix on daily basis
- Accessing and analysing fines and penalties
- Managing the everyday workflow and getting it completed within agreed SLA
- Worked on setting up new team for South China
- Working on Process improvement.
Education
MBA - Finance
MIT School of Management (PG)
Pune, India 04.2001 -
Skills
Microsoft Excel functions
Microsoft Powerpoint
Team building
Multitasking Abilities
Client Relations
Customer Service
Escalation management
Certificatesachievements
- Headed the placements for finance department during MBA tenure.
- Runner-up at Financial statement analysis competition.
Competitivesport
Cricket, Volleyball.
Timeline
Tax Consultant
Deloitte Tax Services India Private Limited
11.2023 - Current
Information Processing Specialist
Tata Consultancy Services
06.2019 - 08.2021
MBA - Finance
MIT School of Management (PG)
04.2001 -