RAHUL SRIVASTAVA
Gurugram
Summary
Accomplished tax senior manager with extensive experience in US individual taxation (Form 1040), specializing in tax advisory and compliance for high-net-worth individuals and global mobility client. Proven track record of retaining major accounts for over a decade while delivering accurate tax planning, research, and compliance solutions. Adept at managing client relationships, mentoring teams, and implementing effective recruitment and training programs to enhance organizational performance. Skilled in utilizing tax software such as CCH and GoSystems to ensure precision and efficiency. Career focus on optimizing tax outcomes through strategic planning and fostering long-term client loyalty.
Overview
1
1
Certification
15
15
years of professional experience
Work History
Tax Senior Manager
Deloitte Tax India Pvt Ltd.
Gurugram
03.2013 - Current
- Provided expert tax advisory and compliance services to high-net-worth individuals and global mobility clients, specializing in US individual taxation (Form 1040)
- Being associated with two biggest accounts and helping retaining them for more than 10 years
- Prepared and reviewed complex individual tax returns, including tax planning projections, estimates, and extensions, ensuring accuracy and compliance with tax laws and regulations
- Conducted tax research and analysis on various tax issues, including income tax, capital gains tax, and tax credits to optimize tax outcomes for clients
- Assisted clients with tax planning strategies, such as retirement planning, charitable giving, and investment structuring, to minimize tax liabilities and maximize wealth preservation
- Managed client relationships, addressing inquiries, providing tax advice, and delivering exceptional client service to build long-term relationships and foster client loyalty
- Conduting regular cost anaylsis and budget to actual calculations for clients.
- Mentored and coached junior staff members, providing guidance on tax technical matters, professional development, and client management skills
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement
Equity Research Associate
Zacks Research Pvt Ltd.
Kolkata
03.2011 - 03.2013
- Analyzed information to determine viability and rebalance portfolio
- Evaluated investment potential of companies with thorough assessments of historical data, operational activities and future objectives
- Trained subordinates on quality control within critical databases
- Developed spreadsheet models for diverse projects and analysis
Education
MBA - Finance
Punjab Technical University
Kolkata05.2010
Bachelor of Commerce - Commerce And Accountancy
Bhawanipur College
Kolkata05.2008
Skills
- US individual taxation (Form 1040)
- Team management
- Client relationship management
- Tax research and analysis
- Interpersonal skills
- Detail-oriented
- Tax software knowledge - CCH, GoSystems
Certification
Enrolled Agent (US), 2016-07-01
Accomplishments
- Implemented tools like Alteryx to increase engagement margins.
- Lead cross functional trainings to enhance the technical capabilities of team members
- Playing key role in hosting client and leaders from other offices
Websites, Portfolios and Profiles
in.linkedin.com/pub/rahul-srivastava/4a/9b7/480/
Hobbies and Interests
- Road trips and cooking
- Food is being part of travel, I love doing it for myself and my family.
Timeline
Tax Senior Manager
Deloitte Tax India Pvt Ltd.
03.2013 - Current
Equity Research Associate
Zacks Research Pvt Ltd.
03.2011 - 03.2013
MBA - Finance
Punjab Technical University
Bachelor of Commerce - Commerce And Accountancy
Bhawanipur College