Siddharth Kumar Mishra

• Supervising e-filing during different seasons, setting SLAs after consultation with engagement and project management leadership, providing refresher training, updating SOPs and documents with latest return filing processes and timelines, tracking return volumes daily, work assignments, providing issue resolutions, audit of return filed in different software (GoSystem/CCH), monitoring mailbox, and handling escalations. Sharing reports and presenting metrics to leadership regularly.
• Managing end-to-end process for certified e-filers, trained 1500 USI professionals in FY24, driving 30% leverage of total Tax e-Filing from USI.
• Supporting automated time entry project to ensure tax hours are charged efficiently leading to timely out of scope billing. Coordinating with U.S. leaders and driving this effort for India tax practice in phases.
• Managing projects related to quality and risk management (QRM), streamlining process and helping nearly 450 engagement partners and managing directors across 10 U.S. offices with their annual quality and risk assessments.
• Cross collaborating with tech team to help with cleaning data in tax forms to use them to test in lower environments and make necessary updates to Xtract and increase its adoption across tax.
• Overseeing daily execution of tasks, assisting with organizing tracking, documentation, and status updates of project.
• Ensuring timely submission of client deliverables and archival of client related documents, followed by final communication to all stakeholders.
• Managing client onboarding to Deloitte internal digital platform, facilitating site customization efforts for engagement team, setting up governance, delivering internal training, facilitating efforts for creation of automated client setup request form, working with technology team for version updates, tracking pending / overdue obligations, following up with engagement teams and driving them to closure, site clean-up, document archival, getting sites ready for roll-over for next year.
• Performing monthly project analysis, budget to actuals, and reporting variances to internal tax engagement teams.
• Coordinating with tax engagement teams for project planning, milestone tracking, reporting, managing and wrapping-up activities during tax engagement life cycle. Forecasting year-end outcomes and sharing insights on deviations from plan to leadership.
• Proven record of leading and collaborating with cross-functional teams, managing multiple projects simultaneously, and delivering high-quality results within budget and timeline constraints.
• Preparing and delivering project status reports and presentations to senior management and clients on regular basis.
• Working directly with product owners and stakeholders to elicit their feedback on client satisfaction.
• Conducting daily standup calls with team to understand availability, project progress, understand roadblocks and provide resolution.
• Estimating headcount needed for group, collaborating with Talent team and leading recruitment efforts, designing onboarding program for new hires.
• Mentoring and coaching team members, assisting in goal setting for professionals, providing constructive feedback, participating in mid-year and year end performance appraisals.
• Driving best practices and maintain quality service by enforcing organization standards.

Achievements:

• Improved time tracking leading to increased out of scope billing by 16% within 6 months of implementation of automated time entry in BTS pilot group.
• Assisted in migration of 1000+ clients with 7216 consents across Tax practice onto tax digital platforms within 1 first year of implementation.
• Led business analysis and data modeling for major Automation project for leading Real Estate client, involving preparation of Tax forms and integration of multiple data sources and applications, resulting in 70% manual time reduction.

• Analyzed and reviewed Audited Financial statements, Trial Balance, Book adjustments and reclasses, elimination entries, allocation, reconciliation, and calculation of tax liability.
• Reviewed and examined book to tax difference items.
• Reviewed work papers and tax returns for partnerships - Federal and states.
• Proficient in Deloitte proprietary applications such as GoSystem, K1G, iPACS, FAS, etc.
• Trained new hires on tax return preparation process, helped them understand tax statements, resolved discrepancies, and maximized efficiency. Coached new hires on tax return preparation process, explained tax statements, fixed discrepancies, and improved efficiency.