Shipra Lath, EA
Hyderabad
Summary
Results-oriented tax professional with 6+ years of experience specializing in U.S. tax returns. Proven expertise in accurately preparing and reviewing complex tax filings, particularly focused on Form 1065 for partnerships which includes real estate, private equity, hedge fund, investment management,. Experienced in managing and leading teams, meeting tight deadlines, and maintaining high-quality standards. Committed to ongoing professional development to stay abreast of evolving tax regulations. Seeking to leverage a solid track record of success in contributing to the efficiency and effectiveness of tax-related processes.
Overview
2
2
Languages
1
1
Certification
6
6
years of professional experience
Work History
USI Tax Manager
Deloitte Tax Services India Pvt. Ltd.
Hyderabad
06.2026 - Current
- Manage multiple tax compliance engagements, ensuring accurate and timely delivery.
- Review federal and state tax returns, workpapers, extensions, and estimates.
- Lead and mentor team members, providing technical guidance, coaching, and review feedback.
- Coordinate with onshore/offshore teams and stakeholders to manage deliverables and resolve open items.
- Manage engagement timelines, budgets, staffing, and priorities across multiple projects.
- Oversee PBC requests, documentation, and client/stakeholder communications.
- Identify and implement process improvements and automation to improve efficiency and quality.
- Ensure deliverables meet quality standards, compliance requirements, and internal review procedures.
USI Tax Senior
Deloitte Tax Services India Pvt. Ltd.
Hyderabad, India
06.2023 - 06.2026
- Perform detail-level review of partnership work papers, allocations, and tax returns, as well as prepares materials and research for consulting projects related to tax planning opportunities.
- Specialize in the review of 1065 partnership tax returns along with state tax returns for High net worth clients in the Investment Management, Private Equity, Hedge funds, and Real Estate industries.
- Conduct in-depth research on federal and state tax issues, staying updated on changes in tax laws and regulations.
- Work closely with cross-functional teams to address client needs and provide comprehensive tax services. Coordinate and communicate with the client contacts to gather information to complete the tax returns.
- Train, mentor and supervise new and experienced-level staff. Facilitate experienced trainings every 6 months.
- Experience with managing projects including scheduling, budgeting, client correspondence and billing.
USI Tax Consultant II
Deloitte Tax Services India Pvt. Ltd.
Hyderabad, India
06.2021 - 06.2023
- Prepared and reviewed 1065 partnership returns.
- Specialized in Federal and State tax returns.
- Facilitated Mandatory course based trainings for new hires.
USI Tax Consultant I
Deloitte Tax Services India Pvt. Ltd.
Hyderabad, India
06.2020 - 06.2021
- Assisted in the preparation of federal and state tax returns, focusing on partnerships (1065).
Education
Master of Business Administration - Finance
IBS
Pune, India01-2020
B.COM (Honrs.) - Accounting and Finance
J.D. Birla Institute
Kolkata, WB, India01-2018
Higher Secondary - Commerce
DAV Hehal
Ranchi, India01-2015
ICSE - Primary Education
Bishop westcott Girls' School, Doranda Ranchi
Ranchi, JH01-2013
Skills
- US federal and multi-state tax compliance
- Partnership and fund taxation
- Tax review and quality control
- Fund accounting and financial analysis
- Tax research and technical writing
- Advanced Microsoft Excel and tax software
- Client and stakeholder management
- Team leadership and coordination
- Resource and deadline management
- Process improvement and automation
- Communication and problem-solving skills
Languages
English
Proficient
C2
Hindi
Proficient
C2
Accomplishments
- Outstanding Award (2025) for excellence in client management and service delivery.
- Two Applause Awards (2025) in recognition of exceptional performance.
- Spot Award (2025) for outstanding performance and contribution.
- Applause Award (Feb 2024) for demonstrating strong commitment and dedication.
- Spot Award (Aug 2024) for outstanding performance and contribution.
- Applause Award (2023) for exceeding client expectations.
- Applause Award (2022) for delivering best-in-class performance.
- Applause Award (2021) for consistently performing above expectations.
- Gold Award (2020) for being a top performer in learning and training.
Certification
- Enrolled Agent (EA) | Internal Revenue Service (IRS), U.S.
- Mastery, in Continued Professional Education
Timeline
USI Tax Manager
Deloitte Tax Services India Pvt. Ltd.
06.2026 - Current
USI Tax Senior
Deloitte Tax Services India Pvt. Ltd.
06.2023 - 06.2026
USI Tax Consultant II
Deloitte Tax Services India Pvt. Ltd.
06.2021 - 06.2023
USI Tax Consultant I
Deloitte Tax Services India Pvt. Ltd.
06.2020 - 06.2021
ICSE - Primary Education
Bishop westcott Girls' School, Doranda Ranchi
Higher Secondary - Commerce
DAV Hehal
B.COM (Honrs.) - Accounting and Finance
J.D. Birla Institute
Master of Business Administration - Finance
IBS