Summary
Overview
Work History
Education
Skills
Languages
Accomplishments
Timeline
Generic

Preethi Paul

Bangalore

Summary

Seasoned Tax Manager with a proven track record at Ernst & Young LLP and Moss Adams. Adept in utilizing multiple tax applications like Gosystem , CCH and Onesource. Excelled in leading industry-specific teams and fostering career growth through mentorship and innovative training programs. Demonstrates a unique blend of technical expertise and interpersonal skills, contributing significantly to team development and client satisfaction.

Overview

13
13
years of professional experience

Work History

Tax Manager

Moss Adams India
Bangalore
06.2024 - Current
  • Reviewed and filed corporate (federal and state), partnership, S-Corp, and individual income tax returns.
  • Gained exposure to ASC 740 provision work.
  • Trained on Individual Income tax returns.
  • Delivered comprehensive trainings on various corporate tax subjects such as NOL, 1120 Overview and M-1 Adjustments.
  • Trained staff members in proper procedures for filing returns and preparing documents.
  • Contributed innovative ideas and solutions to enhance team performance and outcomes.
  • Utilized various software and tools to streamline processes and optimize performance.

Tax Manager

Ernst & Young LLP
05.2012 - 05.2023
  • Assisted clients in budgeting and financial planning.
  • Led tax team members in preparing segments of US federal income tax return.
  • Supports Partners, Senior Managers, and Managers on designated projects.
  • Address client concerns promptly.
  • Aided in preventing discrepancies within client documentation.
  • Supported team throughout entire project lifecycle.
  • Advanced organizational processes through dedicated participation in improvement initiatives.
  • Extensive corporation/partnership tax return knowledge
  • Manage team-counsel and guide staffs and seniors
  • Provide career growth for counselees
  • Received On-shore training at New York for a period of 12 months in 2014

Education

Bachelors of Commerce -

Kristu Jayanti College
Bangalore
04.2012

MBA - Human Resource

Sikkim Manipal University

Skills

  • Experienced with Multiple Tax Applications such as Gosystem, Onesource, Partner Forms, CCH, Fixed Assets Software
  • Co-Lead Industry specific teams from India such as Technology, Manufacturing and consumer products, Co-operative returns and ASC 740
  • Actively contributed to various initiatives led by the firm to help and develop the team such as being an Integral part of Forum W, Tax Roadshow
  • Actively contributed towards the learning and development of the tax team by preparing training materials on tax concepts, conducted trainings to the new hires
  • Conducted interviews for Junior Associates, Associates and Tax Seniors
  • Mentored and developed a teams for improving tax process and help in advancement of career growth

Languages

  • English, Full Professional Proficiency
  • Hindi, Full Professional Proficiency
  • Malayalam, Full Professional Proficiency
  • Tamil, Full Professional Proficiency
  • Kannada, Professional Working Proficiency

Accomplishments

  • Recieved "Passion Of Excellence Award" from Moss Adams India for various contributions provided towards developing the team.
  • Received Quarter 3 Award for outstanding performance with chargebility and feedbacks from the US team.

Timeline

Tax Manager

Moss Adams India
06.2024 - Current

Tax Manager

Ernst & Young LLP
05.2012 - 05.2023

Bachelors of Commerce -

Kristu Jayanti College

MBA - Human Resource

Sikkim Manipal University
Preethi Paul