Smita S M

Roles and Responsibilities:

• Working in team to achieve daily activities of Data Management/ Data processing/ Account Management of process and meet daily/monthly/ weekly objectives.
• Analyze and extract relevant information from large amounts data from various sources
• Communicating with Country team, and Engagement Teams.
• Monthly reconciliations and Reports.
• Working in coordination with country teams and delivered desirable results.
• Handling various projects requested by Country teams.
• Assisting Tax Team with missing information requests
• Tax notice database creation, allocation to notice team and tracking status.

Core Responsibilities at EY:

• Setting up assignee portal in EY Tools.
• Tracking assignments and Initiating briefings.
• Deploying Calendar and Fiscal Tax questionnaires to assignees as per their assignment.
• Preparing Billing template for tax preparation activities and Coordinating with country teams to get Global Billing template approved and processing same.
• Setting up various kind of databases to meet process requirement.
• Posting tax return and other related documents to assignees.
• Preparing weekly and monthly reports and providing same to clients and engagement teams.
• Delivering monthly tax return status report to engagement team by coordinating with country teams.

Projects undertaken at EY:

Immigration Project

• Worked on Azure DevOps, created and updated project layers Epic, Issue and tasks as project progressed and wrote queries and pulled reports.
• Coordinated with country teams to collect required information and documents. Prepared call notes.

Common Delivery Program

• As part of the common delivery program (CDP), conducted an exercise to understand the onboarding aspect of the client with respect to the 3 pillars - people, process & technology
• Contacted professionals and gathered required information.
• Gathered process documents related to onboarding clients for different service offerings.

• Plan and present suitable learning experiences for all students and Conducted course assessment tests. Documenting tools used for physics concept demonstrations.