Dynamic Senior Tax Associate with a proven track record, excelling in tax return preparation and client relationship management. Adept in Property Point and OPT, I consistently ensure compliance and accuracy, contributing to team success and enhancing client satisfaction through effective collaboration and strategic tax planning.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Senior Tax Associate
Ryan India Tax Services Private Limited
Hyderabad
05.2024 - Current
Provided direct support to the Chicago office's Direct Line Support team, taking full ownership of responsibilities, and executing tasks with professionalism and efficiency.
Prepared Business Personal Property (BPP) tax returns across multiple states and clients, ensuring compliance with local and state regulations for two consecutive years.
Prepared and processed detailed returns across multiple applications, including PropertyPoint and OPT, ensuring accuracy and compliance with relevant standards.
Drafted and managed cover letters for tax return packages, ensuring accurate and timely submission.
Communicated directly with clients to gather tax documentation, clarify information, and build strong client relationships; developed a deep understanding of each client's business operations.
Assisted in preparing mid-year and year-end tax estimates, helping clients plan for tax liabilities, and avoid penalties.
Liaised with local assessors to update property ownership records, including changes to mailing addresses, and other administrative details.
Reached out to clients to collect detailed tax package information, such as an inventory of finished goods, CIP (Construction in Progress) assets, and supplies, to ensure accurate return filings.
Tax Associate
Ryan India Tax Services Private Limited
Hyderabad
12.2022 - 04.2024
Contributed to overall team success by consistently meeting or exceeding performance metrics for quality, productivity, and client satisfaction.
Drafted and managed cover letters for tax return packages, ensuring accurate and timely submission.
Researched and retrieved value notices and tax bills to ensure accurate and timely processing in the Property Point (PropPt) system.
Collaborated with senior tax associates to develop solutions for complex tax issues, ensuring compliance, and minimizing liabilities.
Researched and analyzed specialized tax laws, rules, and regulations, and analyzed pertinent client, industry, and technical matters to remain current on tax legislation.
Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
Claims Associate
Legato Health Technologies
11.2020 - 02.2022
Handled diverse aspects of claims processing and settlement with a strong focus on accuracy, compliance, and timely resolution.
Reviewed and evaluated claims thoroughly, affirming or denying coverage based on detailed investigations and policy guidelines.
Collaborated closely with claims adjusters and examiners to streamline processing, ensuring alignment with company protocols and industry standards.
Conducted interviews with policyholders to verify claim information, clarify discrepancies, and gather supporting documentation for informed decision-making.
Education
MBA - Finance
CMR Institute of Technology
08.2023
B.com - Taxation
Avinash College of Commerce
10.2020
Skills
MS Office
Property Point
OPT
Tax return preparation
Team collaboration
Certification
Active participant, one-day youth camp on inner awareness and personal growth