Sourodeep Pathak
CPA (License Pending)
Summary
Experienced accounting professional with over five years of expertise in Sales and Use Tax compliance processes. Recently passed the CPA exam and eagerly awaiting licensure. Skilled in complex tax research, data analysis, and ensuring compliance. Passionate about guiding and mentoring new team members to achieve excellence. Excited to contribute my knowledge to a dynamic team.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Assistant Tax Manager
Grant Thornton INDUS
02.2024 - Current
- Enhanced team productivity and quality by training and mentoring junior staff members.
- Optimized internal communication channels, facilitating better collaboration among team members during peak tax seasons.
- Exceeded annual performance goals by consistently delivering high-quality work within tight deadlines.
- Assisted management in conducting performance assessments and evaluating the contributions of associates and analysts within our team.
- Assisted in the development of best practices guidelines for efficient processing of client deliverables within the team.
- Participated in professional development programs to enhance technical expertise in relevant areas of tax compliance.
Senior Tax Associate
Grant Thornton INDUS
11.2021 - 01.2024
- Analyzed and reconciled client data and accurately prepared US Sales & Use, Business & Occupation and other indirect tax returns.
- Reviewed the worksheets and returns prepared by junior associates and maintained the required quality standards for client delivery.
- Contributed towards the development of standard process documents which are followed by return preparers in the team.
- Conducted several trainings and knowledge building sessions for new members of the team and helped them in enhancing the quality of their deliverables.
- Collaborated with our US counterparts to manage compliance processes, including business licensing, tax calendar coordination, and software setup.
- Effectively utilized tax software and data processing tools to streamline work processes.
Tax Associate
PwC Acceleration Centers in India
1 2019 - 10.2021
- Preparation of Sales and Use, Business and Occupation and Excise Tax returns for multiple clients and maintain good rapport with them.
- Performed end to end client compliance procedures - data processing, analysis, importing data into Vertex, return preparation, adjustments, electronic filings, reviews and post compliance activities.
- Onboarded several new clients into our practice and worked on preparation of tax worksheet and calculation templates, schedules, Vertex setup and other application setups.
- Performed user acceptance tests, provided insights and worked closely with the Development Team of an in-house application which has been implemented within the practice in order to streamline client management and deliverables more efficiently.
- Trained and supported several freshers and new hires within the team which ensured quality in their deliverables and adherence to firm policies.
- Maintained a keen interest in learning and application of several business and automation tools and worked independently on developing data wrangling models from such tools to provide quality deliverables more efficiently.
Education
PGDM - Finance
Jagdish Sheth School of Management
Bengaluru, India06.2019
B. Com (Honours) -
University of Calcutta
06.2016
Skills
Vertex Returns
Microsoft Office
Indirect Taxation
Alteryx
Tableau
Accounting proficiency
Tax Research Abilities
GAAP understanding
Personnel Supervision
Teamwork and Collaboration
Problem-solving abilities
Accomplishments
- Recipient of the 'Director's Top Ten' recognition at the Annual Convocation of Jagdish Sheth School of Management.
- Recipient of the Spot and Tax Excellence awards for my exceptional performance in client delivery at PwC.
- Recipient of Firm Tax Central Award - 'The Wizard of process efficiency' for my efficient application of digital tools and systems at PwC.
- Promoted to Tax Associate 2 during my second year of service at PwC.
- Recipient of the Stellar Award for demonstrating excellent work and making a difference at Grant Thornton INDUS.
- Recipient of the Game Changer Award trophy at the Annual Experience Day event of Grant Thornton INDUS in 2023
Languages
English
Advanced (C1)
Bengali
Advanced (C1)
Hindi
Intermediate (B1)
Certification
CPA - Certified Public Accountant
Timeline
CPA - Certified Public Accountant
08-2024
Assistant Tax Manager
Grant Thornton INDUS
02.2024 - Current
Senior Tax Associate
Grant Thornton INDUS
11.2021 - 01.2024
Tax Associate
PwC Acceleration Centers in India
1 2019 - 10.2021
PGDM - Finance
Jagdish Sheth School of Management
B. Com (Honours) -
University of Calcutta