Ultratax
Sreelakshmi Venu
US Tax Analyst
Ernakulam
Summary
Experienced in tax analysis, ensuring accurate and compliant financial reporting. Utilizing strong analytical skills to efficiently identify and resolve tax issues. Demonstrated track record of effective collaboration and adaptability in dynamic work environments.
Overview
7
7
years of professional experience
5
5
years of post-secondary education
6
6
Certifications
Work History
Tax Analyst
H&R Block
12.2022 - Current
- Lead one of the three units within a structured expat tax team, directly reporting to the Team Lead. Supervise two associates within my unit while collaborating with other unit heads under the same team leader.
- 2.5 years of experience in U.S. taxation, including 1.5 years in review. I started as an intern in December 2022 and was promoted twice based on performance and ownership.
- Act as the sole handler of all PFIC-related tax filings (Form 8621) for the entire team under our Team Lead, covering cases from all three reporting units.
- Experienced in preparation and review of Federal and State tax returns for U.S expat/inpat and Dual status returns using UltraTax software.
- Skilled in handling complex tax filings, including: Form 2555 (Foreign Earned Income), Form 1116 (Foreign Tax Credit), Form 8621 (PFIC).
- Regularly deliver training sessions to new joiners, junior associates, and cross-team members on key U.S. tax concepts, return review processes, and best practices.
- Strong working knowledge in a wide range of forms and schedules, including: Schedules C, D, E, SE, A, B, Forms 6251, 8960, 8962, 5405, 4868 (extensions), 8812 (Child Tax Credit), Amended returns (Form 1040X).
- Directly handle client communication via email—addressing queries, clarifying issues, and resolving IRS notices and rejections with accuracy and professionalism.
- Support the live chat team by responding to technical client queries and assisting internal associates in real time.
- Contribute actively to digital process improvements and cross-functional efforts to streamline tax operations and ensure consistency across deliverables.
- Communicated complex tax issues and terminology with others by explaining in easily-understood terms.
CA Article Trainee
K.R.R. Kamath & Co.
04.2018 - 02.2021
- Assisted in the preparation and review of financial statements in compliance with Indian GAAP and IFRS standards.
- Supported senior accountants in conducting internal and statutory audits for both SMEs and large corporations.
- Prepared and filed tax returns, including GST and income tax returns, ensuring compliance with statutory deadlines and regulatory requirements.
- Engaged in direct, in-person client discussions to resolve queries related to tax planning, accounting treatments, and audit issues.
- Contributed to the preparation of management reports such as profit and loss statements, balance sheets, and cash flow statements.
- Gained hands-on experience using accounting and taxation software such as Tally, Winman, and others.
- Participated in external audits and bank audits conducted at client locations, contributing to field-level verification and reporting activities.
- Developed a strong foundation in practical accounting concepts, audit methodologies, and client servicing through structured theoretical training.
Education
Central Board of Secondary Education -
Vidhyadhiraja Vidhyabhavan English Medimu School
Enrolled Agent (EA) -
Internal Revenue Service
01.2023 - Current
Chartered Accountant -
Institute of Chartered Accountants of India
Bachelor of Commerce - Finance and Taxation
St. Xavier’s College For Women
Aluva, Kerala 01.2014 - 01.2017
Higher Secondary Education - Commerce with Computer Application
Depaul E.M.H.S.S
Angamaly, KeralaSkills
Tax preparation expertise
Employee training
Tax regulation adherence
Tax analysis
Analytical research skills
Proactive approach to skill development
Tax law interpretation
Process improvements
Cross-functional collaboration
Multitasking Abilities
Enrolled agent (EA)
Awards
- 04/2023
Debutant Award
Recognized by Mitilesh Galgani, Manager of Expat tax, H and R Block, Hyderabad
- 06/2024
Employer of the year
Recognized by Mitilesh Galgani, Manager of Expat tax, H and R Block, Hyderabad
- May and July 2023 I March 2024
Employee of the Month
Recognized by Mitilesh Galgani, Manager of Expat tax, H and R Block, Hyderabad
Additional Information
Passionate about mentoring—conducted a career guidance session for students of Aditya School of Business Management, Coimbatore, on U.S. careers and future opportunities.
Actively assisting students and young professionals with career guidance and EA (Enrolled Agent) preparation through freelance mentoring via LinkedIn and other platforms.
Actively engaged in the internal Newsletter Team, contributing regularly to content planning and drafting.
Collaborating with the AI & Process Enhancement Team to identify and implement automation opportunities and workflow improvements.
Contributing member of teams preparing technical write-ups and reference notes on U.S. tax topics, which are published in the organization’s Knowledge Portals for firm-wide reference.
Regular participant in Fun Friday events and other engagement activities, promoting team spirit and a positive work culture beyond professional responsibilities.
Software
Tally
Winman
Certification
Cost Accounting (Indian Institute of Technology Bombay)
Timeline
Enrolled Agent (EA) -
Internal Revenue Service
01.2023 - Current
Tax Analyst
H&R Block
12.2022 - Current
Cost Accounting (Indian Institute of Technology Bombay)
09-2022
Financial Management (Indian Institute of Technology Roorkee )
09-2022
CA Article Trainee
K.R.R. Kamath & Co.
04.2018 - 02.2021
Integrated course of Information Technology and soft skills (ICAI)
03-2018
Integrated course of soft skills (ICAI)
03-2018
Certificate of British Council
01-2016
Accounting Technician (Institute of Cost Accounts of India)
01-2016
Bachelor of Commerce - Finance and Taxation
St. Xavier’s College For Women
01.2014 - 01.2017
Central Board of Secondary Education -
Vidhyadhiraja Vidhyabhavan English Medimu School
Chartered Accountant -
Institute of Chartered Accountants of India
Higher Secondary Education - Commerce with Computer Application
Depaul E.M.H.S.S
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