Rishi Bharadwaj

• US Individual Tax Return signer for Globally Mobile employee (Long Term assignee, Short Term assignee, Permanent Transferee and International Business Travelers) and domestic business travelers within United States.
• Collaborating with Global Mobility contacts of client through the assignment life cycle for employees i.e. assignment cost estimates to adherence to global tax compliance requirement aligned to client's Global Mobility policy and SLA agreements.
• Assistance to client in finalizing US and Global Authorization list and global tax compliance tracking coordinating with foreign office colleagues through the year.
• Coordinating with Relocation vendors to capture off-payroll relocation benefits and Add to Earnings (ATE) as part of Year-End adjustment process of compensation for accurate W-2 reporting.
• Determining treaty exemptions and COC requirements for globally mobile employees to determine social tax requirements and income tax compliance requirement.
• Assisting clients with determining scope of services and out of scope services and for finalizing Engagement contract and including riders.
• Assisting with global equity reporting and taxation
• Quarterly Business Review and Annual Business Review related data consolidation
• Regular cadence call on tax updates, client related issues and compliance status
• Recruitment interviews for hiring
• Formal mentoring and coaching to juniors
• Process Enhancements
• Conducting technical and Leadership related training sessions across Tax function

Price Scrubbing and Price Validation of Mutual Funds and Stocks across Valuation schedules in a day for UK fund houses