Summary
Overview
Work History
Education
Skills
Career Achievements
Timeline
Generic
Samir Anand

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

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 -

Similar Profiles

CREATE PROFILE
Samir AnandTax Analyst