Praveen Reddy G
Hyderabad
Summary
Dynamic Tax Operations Analyst with proven expertise at Franklin Templeton Investments, excelling in tax compliance and reconciliation. Demonstrated leadership in managing complex projects while ensuring accuracy in 1099 and 1042-S forms. Strong communication skills and adaptability drive successful client outcomes in fast-paced environments. Eager to leverage knowledge of CCH and SEI for impactful contributions.
Overview
6
6
years of professional experience
Work History
Tax Operations Analyst (HNW)
Franklin Templeton Investments
12.2022 - Current
- Preparing and reviewing checklists for W-9 and W-8 series forms.
- Working on KYC process for new onboarding clients.
- Working on IRA payments on daily.
- Backup withholding, NRA and FATCA payments on weekly basis.
- Reconcile TAX and MONEY files to generate accurate 1099 and 1042S forms.
- Working on K-1s for updating in DIV, or INT generation.
- Preparation on tax forms 1040, 1041 and 1065.
- Providing accounting and tax services to clients , ensuring accuracy and compliance with Regulations
- Working on monthly, quarterly, and yearly reconciliation files.
- Assigning activities to the team, follow-up and make sure they are done on time.
- Maintain Quality and client deadlines and do tax research independently.
Sr. Process Analyst
BROADRIDGE FINANCIAL SOLUTIONS
04.2022 - 12.2023
- Reconciled tax and money files to generate accurate 1099 and 1042-S forms.
- Reviewed and certified FATCA accounts to ensure compliance and maintain accurate records.
- Monitored FATCA accounts, addressing charges and reviewing CRS forms for accuracy.
- Processed maintenance requests, including Tax-ID updates and address changes in E2E application.
- Adjusted customer accounts by processing RAJ Bk2 entries to reflect correct information.
- Resolved client queries following generation of 1099 and 1042 forms through online platforms.
- Executed manual corporate actions, adjusting income in client accounts due to dividends.
- Verified reclassification details by security, reconciling client tax forms before production.
Research Analyst
FactSet Systems India Pvt. Ltd.
Hyderabad
08.2019 - 04.2022
- Processed corporate actions data, including stock splits and mergers and acquisitions.
- Conducted critical aspect reviews to ensure accuracy of data provided to clients.
- Managed 302B activity processing related to corporate actions.
- Executed checks and verifications using FACT application.
- Reviewed and updated W9 and W8 forms in application.
- Completed 945 filings with IRS on behalf of custodian.
- Handled 1042 filings for NRA reporting with IRS on behalf of custodian.
- Prepared 592 forms for California clients efficiently.
Education
MBA - FINANCE
C.M.R INSTITUTE OF TECHNOLOGY
Hyderabad, India03-2019
BBA - Business Administration
K.B.N DEGREE COLLEGE
Vijayawada, India04-2017
Skills
- Communication and presentation skills
- Problem-solving abilities
- Leadership and initiative
- Adaptability and teamwork
- Versatile work environment skills
- Knowledge of CCH and SEI
- Eagerness to learn new skills
- Multi-tasking and project management
Languages
English
First Language
Hindi
Advanced (C1)
C1
Telugu
Proficient (C2)
C2
Certification
TECHNICAL QUALIFICATIONS:
Ms-office Tally Accounting Package
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Tax Operations Analyst (HNW)
Franklin Templeton Investments
12.2022 - Current
Sr. Process Analyst
BROADRIDGE FINANCIAL SOLUTIONS
04.2022 - 12.2023
Research Analyst
FactSet Systems India Pvt. Ltd.
08.2019 - 04.2022
MBA - FINANCE
C.M.R INSTITUTE OF TECHNOLOGY
BBA - Business Administration
K.B.N DEGREE COLLEGE