Sanchit Kalra
US Tax Manager
Faridabad
Summary
Accomplished US Tax Manager with a proven track record in tax compliance, leadership, and process enhancement. Collaborative and adept at working with senior executives and cross-functional teams to drive efficiency and maintain regulatory compliance. Committed to integrating technology into tax processes and fostering team development to support sustained organizational growth.
Overview
12
12
years of professional experience
13
13
years of post-secondary education
Work History
Manager
PWC IAC Kolkata
02.2022 - Current
- Identifying and addressing client needs (US engagement teams): building, maintaining, and utilizing networks of client relationships; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials
- Manage the preparation and review of Form 1065 and Schedule K-1s for private equity, real estate, Scorp and hedge funds.
- Oversee Form 1120 compliance for
federal and state returns, ensuring accuracy and adherence to
regulatory standards. - Proficient on Go System, Onesource
- Train and mentor tax professionals, conducting workshops on partnership taxation, federal/state compliance, and tax technology.
- Share knowledge/information with peers and manage team supervisor and members
- Assisting team members to prepare electronic filing packages (Federal/State)
- Responsible for handling investors' packages
- Improve processes by developing and implementing best practices
- Responsible for quality check of all final deliverables being sent to the client
- Identifies, anticipates and addresses important tax issues as they relate to the final deliverables
- Execute assignments in an effective manner including appropriate delegation and monitoring of work
- Utilize available tax technical resources to enhance US tax knowledge
Manager
PWC US Tax LLP (Short Term US Rotation)
06.2024 - Dec2024
- Work closely with Partners, Principals, Directors, Senior Managers and staff on tax compliance
- Assist in development and management project budgets and keep senior manager(s) informed of budgets
- Provide training on tax technical and technology to staff and interns
- Worked with Partner on notices received and noted down the solutions
- Manage the preparation and review of Form 1065 and Schedule K-1s for private equity, real estate,
- Performing manager review on federal and state workpapers and tax returns;
- Coordinating with clients to gather PBC, provide status updates on compliance items, and share links for accessing the compliance items
- Having weekly check in with India and US team for Ongoing projects
Assistant Manager
KPMG Global Services
09.2020 - 02.2022
- Review state tax returns for partnerships (Form 1065) and blocker corp and corporation separate returns
- Superuser of enterprise bots and provided training to my service line on technology we have in KPMG for US tax
- Working with tax technology team to implement BOTS in KGS
- Setup BOTS template using federal/state form instructions
- Worked directly with US team on tax technology tasks
- Trained new hires with the process of SALT, concepts and softwares
- Was able to bring more work to KGS from US with the quality of deliverables
Tax Senior/Assistant Manager
Deloitte Tax Services India Pvt Ltd
02.2014 - 08.2020
- Prepare and review state tax returns for partnerships (Form 1065) in partnership I have worked on Investment management, Real Estate, Operating Partnership and Private equity clients
- S corporation (Form 1120S) and corporation (Form 1120) clients including calculating tax adjustments
- Research tax questions; offer suggestions for tax planning and study tax laws for potential tax savings for corporate and partnership using CCH and Lexis
- Calculate state tax returns and depreciation for various tax reports
- Perform e-filing tasks as per schedule
- Address complex tax issues and tax deduction problems of clients
- Train and supervise new tax associates staff members
- Create workpapers for the state returns
- Active in the development of case studies for local training & co-facilitate the local trainings
- Ensured complete client satisfaction through exceptional customer service
Tax Senior/Assistant Manager
Deloitte Tax LLP (US Rotation)
07.2019 - 11.2019
- Review of Private Equity, hedge fund & fund of funds entities and corporation returns
- Responsible for gathering apportionment data from client and doing analysis and preparing workpaper
- Advising clients regarding their withholding structure & making sure they are in compliant with the State rules & regulations
- Provided training to tax intern and new hire
- Met with client and discussed their expectations
- Worked directly with Senior manager and Managing Directors
Associate Analyst
Onicra Credit Rating Agency of India Ltd
08.2013 - 01.2014
- Drafting Detailed Company Profile & Analysis of Financial Statements of SMEs (Balance sheet, Profit & Loss Account, Key ratio analysis)
- Credit appraisal and credit reporting for SMEs under National Small Scale Industries (NSIC) guidelines
- Making Presentation Before Rating Committee
Education
Pursuing CPA - Accounting, Tax
Alaska State Board
USA 11.2024 - Current
Enrolled Agent -
IRS
USA 06.2019 - Current
MBA -
New Delhi Institute of Management
New Delhi 06.2011 - 06.2013
B.COM. -
Sri Aurobindo College
New Delhi 06.2008 - 06.2011
Higher Secondary - Commerce
Bhatnagar International School
Vasant Kunj, New Delhi 03.2007 - 03.2008
Secondary -
Bhatnagar International School
Vasant Kunj, New Delhi 03.2005 - 03.2006
Skills
Collaborative team management
US tax software proficiency
Employee performance evaluation
Facilitating candidate interviews
Stakeholder relationship management
Workforce development strategies
Strong written communication skills
Compliance management
Effective allocation of resources
Engagement Management
Team collaboration
Employee training programs
Data-driven decision making
Accomplishments
- Got 5 Spot Awards
- Received Outstanding award in US.
- Tax Excellence award for best manager of the month in PWC.
- Received multiple rewards for my performance while on secondment from US partners and Directors
- Cleared NCFM Multiple courses.
- NSE certified market professional Level I.
- Participated in Workshop on Management conducted by IILM Undergraduate School.
- Awarded Achievement certificate in 12th Standard for scoring distinction in Multimedia subject.
Timeline
Pursuing CPA - Accounting, Tax
Alaska State Board
11.2024 - Current
Manager
PWC US Tax LLP (Short Term US Rotation)
06.2024 - Dec2024
Manager
PWC IAC Kolkata
02.2022 - Current
Assistant Manager
KPMG Global Services
09.2020 - 02.2022
Tax Senior/Assistant Manager
Deloitte Tax LLP (US Rotation)
07.2019 - 11.2019
Enrolled Agent -
IRS
06.2019 - Current
Tax Senior/Assistant Manager
Deloitte Tax Services India Pvt Ltd
02.2014 - 08.2020
Associate Analyst
Onicra Credit Rating Agency of India Ltd
08.2013 - 01.2014
MBA -
New Delhi Institute of Management
06.2011 - 06.2013
B.COM. -
Sri Aurobindo College
06.2008 - 06.2011
Higher Secondary - Commerce
Bhatnagar International School
03.2007 - 03.2008
Secondary -
Bhatnagar International School
03.2005 - 03.2006
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