Samir Anand
Tax Analyst
Summary
Highly motivated tax analyst specializing in U.S tax Private equity firms tax compliance and advisory services with a proven track record of analyzing complex tax issues. Skilled in interpreting and applying tax laws and regulations to ensure compliance. Strong analytical and problem-solving abilities. Seeking a challenging position to leverage expertise and contribute to organizational success.
Overview
7
7
years of professional experience
Work History
Tax Analyst
Ernst & Young US LLP
11.2022 - Current
- Assisted in preparation and review of US taxation for Private equity firms
- Conducted tax research and analysis to support tax planning and compliance report.
- Prepared workpaper- 1065 forms, K-1 suits, form 1120C and form1120S corporation.
- Working on tax technology like- Gosystem. XML, Citrix, AMP, Orion.
- Assisted in resolving tax disputes and audits, effectively representing clients interests and minimizing financial liabilities.
- Handled various project at same time and worked in Power BI and office 365
Financial Analyst
Ameriprise Financial India Pvt Ltd
08.2021 - 11.2022
- Support financial advisors based in U. S. to create comprehensive and compliant financial plans for their clients, at individual/household level
- Upskilling oneself with U. S. financial planning concepts to help discuss/prepare plan strategies/ suggestions with advisors
- Data inputs in financial planning tools such as NaviPlan and MoneyGuide, based on careful examination of clients financial documents and advisor inputs
- Perform activities involved in preparing detailed financial plans within the defined turnaround time and quality metrices
Assistant Manager
Kotak Mahindra Bank Ltd
08.2018 - 08.2020
- Managed corporate salary department to ensure the flexibility of the process
- Served all marketing needs of the flagged customer
- Assisted backend team in KYC process, document verification etc
- Administered and achieved all bank objectives and goals
Finance Intern
Urban Company
06.2021 - 08.2021
- Was responsible for making financial strategies of new category of Urban Company in Delhi NCR.
- Collaborated with the team to ensure timely and accurate processing of financial transactions
- Assisted in maintaining accurate financial records and preparing financial statements.
- Coordinating with bottom to top-funnel & different departments for smooth onboarding of new partners at Urban Company for different categories.
Education
MBA - Finance
Galgotias University
Greater Noida, India 04.2001 -
BBA -
Dayananda Sagar University
Bengaluru, India 04.2001 -
Skills
Office 365
Power BI
M S Excel
Go System
SAP
Tally Prime
MS office
Career Achievements
- Won EY Spot award and got recognized by the onshore team for the quality of work.
- Got Promoted to Advanced tax analyst due to strong and quick grasping power of concepts and efficient working style.
- Trained and managed a team of 4 members.
- Brought new clients of private equity firms from US by working efficiently and completing deadlines on time.
Timeline
Tax Analyst
Ernst & Young US LLP
11.2022 - Current
Financial Analyst
Ameriprise Financial India Pvt Ltd
08.2021 - 11.2022
Finance Intern
Urban Company
06.2021 - 08.2021
Assistant Manager
Kotak Mahindra Bank Ltd
08.2018 - 08.2020
MBA - Finance
Galgotias University
04.2001 -
BBA -
Dayananda Sagar University
04.2001 -