Shashank Aswathanarayana

• Analyze the data received from the US counterparts and prepare the necessary files for tax return preparation.
• Preparing monthly and quarterly sales and use tax returns.
• Sending the returns for the client approval and filling the approved return to respective (DOR)
  department of revenue before the due date.
• Manage complex client cases involving large data sets, Manual prepayment adjustments and frequent client-requested changes under tight deadlines.
• Work on Vertex return setup and prior month return preparation.
• Handling notices like filing frequency changes.
• Assistance on various consulting projects pertaining to sales and Use tax which may include refunds, Use tax assessments, Nexus analysis, Creating third party logins.

• Auditing Clients portfolio statements which will be generating on monthly, quarterly and annual basis.
• Perform quality checks for all the portfolio. statements before it is delivered to the client.
• Respond to internal and external queries.
• Identifying discrepancies and exception in the statements and resolving them.
• Responsible for Mailing out Reports to clients based on internal deadline.
  

• Vouching.
• Auditing of ledger , Cash books , Daybooks etc.
• Clarifying Client queries.
• Responsible for collection of Audit fee from clients.
• Book Keeping.

• Working on cash applied report.
• Match client reports with Carrier (Insurance companies) reports.
• Match client reports with Carrier (Insurance companies) reports.
• Contacting carriers for premium and payment clarification.
• Requesting payment from carrier for ageing credit amount.
• Managing exceptions and working with exceptions on daily basis.
• Checking post dues and current payables.
• Handling mailing database related lo post due requests and payables queries.