Summary
Overview
Work History
Education
Skills
Personal Information
Software
Languages
ACHIEVEMENTS
DECLARATION:
Timeline
Generic

Shreesha Hegde

Summary

US Tax professional with around 14 years of experience working with three of the Big 4 companies with a proven track record of managing and mentoring tax professionals. Diverse work experience including client management, interpersonal & analytical skills along with strong leadership skills with focus on creating an incredible value for clients

Overview

14
14
years of professional experience

Work History

Tax Manager

Deloitte
08.2023 - Current
  • Managing an entire US based account by leading a team of more than 10 people and being a liaison between the US & the India teams
  • Communicating directly with the client (Employer) and assisting them on multiple projects
  • Weekly call with the US team for the status of compliance reports.
  • Preparing and reviewing client billing every quarter
  • Onboarded new employees with training and new hire documentation
  • Cross-trained existing employees to maximize team agility and performance
  • Maximized performance by monitoring daily activities and mentoring team members
  • Managed and motivated employees to be productive and engaged in work
  • Reviewing the Expat and Inbound tax returns and the Tax Equalization calculations prepared by my team to provide a complete tax return package with high quality along with signing of tax returns
  • Assisting the taxpayers with questions regarding their tax returns and hypothetical tax calculations
  • Resolving the tax notices issued by the IRS and the State tax authorities by signing off on the response letters. It also includes talking to the tax authorities to resolve certain notices


Tax Notice Project

  • Coordination of tax notice project for all offices
  • High level review of notices received on a weekly basis
  • Assign work to staff & provide technical support
  • Communication with IRS (Tax Authority) to resolve Government, Levy and Lien notices
  • Status review of all open notices periodically


Client Relations

  • Conducting pre-departure / assignment orientation tax briefings, hypothetical tax briefings to the taxpayers
  • Contacting the assignee and assist in understanding their tax return, hypothetical tax settlement calculation once the same has been delivered to the assignee

Manager

Vialto Partners (Formerly PricewaterhouseCoopers)
01.2016 - 08.2023
  • Review and signing of Federal/State/City/Amended tax returns and tax equalizations for individuals and ensure it is error free.
  • Identifying work opportunity and successfully managing in transition of a variety of compliance and consulting projects helped in increasing the overall utilization year by year.
  • Experience in creating 1040 training modules being part of learning and development (L&D) team, evaluating the learning gap, development of content and providing necessary training, resulted in increase in efficiency and delivering top quality tax returns.
  • Handling quarterly estimates and managing extension calculation for VIP clients within the deadline.
  • Experience working on gross-up and hypo tax calculation and providing estimated tax liability to the client/assignees as a part of year end projects.

Assistant Manager

KPMG
01.2015 - 12.2015
  • Signing of tax returns for Executives Inpats and Expats including interaction with the taxpayers/clients for obtaining the necessary details to complete the tax returns on time and with high quality
  • Focus on following laid standard operating procedures compliant with regulatory guidelines to meet client SLA
  • Follow up with taxpayers to provide assistance to them in understanding the tax return and the calculations once the same is delivered to them
  • Work flow management, working closely with Global managers for information validation and meeting deadlines
  • Conduct various tax technical trainings for new hires and other experienced staff of the product line
  • Led training programs on client related processes and technical updates for new hires and other members of the team
  • Responsible for overall performance and development of junior members of the team
  • Ensuring project team members meet quality targets & deadlines


Short Term Assignment:


I was part of the short term assignment to Chicago under J-1 visa. I was in Chicago from January 2015 to July 2015. During assignment my responsibilities are mentioned below:


  • Responsible for the review of front loads prepared by KGS in Bangalore with different matrix (Simple, Average & Complex). Which includes review of organizer's, various financial documents and tax treaties applicable for the individual tax returns.
  • Responsible for helping KPMG team for completing the miscellaneous projects such as hypo tax calculation, extension calculation's, etc.
  • Contacting taxpayer through MI tool and emails for the information required and taxpayer's questions related to US Income tax returns.
  • Preparing Tax Equalization

Tax Associate & Tax Senior

KPMG
09.2011 - 12.2014
  • Tax return contract for 150 taxpayers assign for my book of business (includes Executives, Expats & Inpats)
  • Interaction with tax players / clients directly for obtaining the necessary information to complete returns on time and high quality
  • Meeting client SLA and ensuring compliance of processes
  • Reviewing Expat & Inpat tax returns and the hypothetical tax settlement calculations prepared to provide a complete return package with high quality
  • Contact other coordinating offices to obtain foreign tax information of the client

Education

Enrolled Agent (EA)
Certified Enrolled Agent

MBA - MBA (Finance & Marketing)

Presidency Business School- Bangalore University

Bachelor of Commerce – B. Com -

M.E.S Commerce College Sirsi Karnataka University
Sirisi, Karwar

Skills

  • US Taxation
  • Expatriate Tax Compliance & Consulting
  • Client Management

Personal Information

  • Address: Agnihotri, 1st floor, c/o G T Bhat, Hosuru,

     Kumuta Road, Siddapura, Uttara Kannada 581355

  • Date of Birth : February, 22, 1988
  • Marital Status: Married


Software

  • CCH and GoRS to prepare Tax returns
  • BNA application for gross up and hypo calculations
  • MS-Office (MS Word, MS Excel, MS PowerPoint)
  • Operating system Windows 11.

Languages

English
kannada
Hindi

ACHIEVEMENTS

Sport award winner for flexibility in working additional hours and helping the team achieve the targets

Received busy season employee award in April 2020 and 2021

Received Life Saver award in 2022

Received 'Tax Genius' appreciation from client

Promoted within 1.5 years of joining KPMG for excellence in performance



DECLARATION:

I hereby declare that the information given above is true to the best of my knowledge and belief. 

 


                                                                                                                                                                               Yours truly,

                                                                                                                                                                          Shreesha Hegde

Timeline

Tax Manager

Deloitte
08.2023 - Current

Manager

Vialto Partners (Formerly PricewaterhouseCoopers)
01.2016 - 08.2023

Assistant Manager

KPMG
01.2015 - 12.2015

Tax Associate & Tax Senior

KPMG
09.2011 - 12.2014

Enrolled Agent (EA)

MBA - MBA (Finance & Marketing)

Presidency Business School- Bangalore University

Bachelor of Commerce – B. Com -

M.E.S Commerce College Sirsi Karnataka University
Shreesha Hegde