Rajendra
Udupi
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Tax Associate
MyTaxFiler
Udupi
01.2024 - 04.2024
- Reviewed and analyzed financial statements to identify tax liabilities and potential deductions.
- Prepared federal, state, and local tax returns for individuals.
- Assisted clients with the preparation of financial documents related to taxes.
- Advised clients on strategies for minimizing their tax liability within legal parameters.
- Prepared tax return documents for clients.
- Advised clients to comply with IRS regulations and meet state and federal tax obligations.
- Communicated with federal and state tax agencies to obtain best resolution for clients.
- Reviewed income statements and documentation of expenditures to determine forms needed to prepare tax returns.
- Computed taxes owed or overpaid for clients.
Property Tax Specialist
Ocwen Financial Solutions
Bengaluru
08.2019 - 01.2024
- Verified the documents related to Taxes and property of the homeowner and ensured addressed any potential issues and provided solutions.
- Obtaining Real Estate Tax Receipts, Tax Bills, and statements from US Tax websites to check whether borrowers are current on their taxes. And make disbursements for Taxes if required.
- Performed on LESA Analysis loan to determine if there are sufficient funds available for the upcoming year’s Tax and Insurance disbursements, based on the previous year’s disbursements.
- Performed T&I Reconciliation to verify the accuracy of the T& I Default Balance received from the prior servicer on default loans transferred to RMS.
- Performed QC on all the Tax processes performed by the Associates.
- Worked on Invoices submitted by Attorney firms related to Default Servicing Invoicing.
Education
Bachelor of Commerce - Accounting And Business Management
B.D Shetty College of Business And Management
Udupi07-2018
Pre-University Education - Accounting
Government PU College, Brahmavara
Udupi03-2015
High School Diploma -
Government Highschool Brahmavara
Udupi04-2013
Skills
- Accounting Principles
- Tax planning
- Individual returns preparation
- Tax Return Preparation
- MS Excel, MS Word and Outlook
Accomplishments
- Completed more than 80 individual tax returns during the 2024 tax season.
- Rated as Outstanding Performer in 2023 appraisal.
- Attended two NSS camps for one week in Dr. AV. Baliga. ISSR M Haradi and Government Higher Primary School Sastav in PUC.
Languages
Kannada
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Interests
- Playing and watching Cricket
Certification
- Completed Coursera certificate of Federal Taxation I: Individuals, Employees, and Sole Proprietors from Gies College of Business University of Illinois at Urbana-Champaign
Timeline
Tax Associate
MyTaxFiler
01.2024 - 04.2024
Property Tax Specialist
Ocwen Financial Solutions
08.2019 - 01.2024
Bachelor of Commerce - Accounting And Business Management
B.D Shetty College of Business And Management
Pre-University Education - Accounting
Government PU College, Brahmavara
High School Diploma -
Government Highschool Brahmavara
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