SQL and CCH, GO system
Srijith Nair
Tax Manager & Enrolled Agent (IRS)
Bangalore,Karnataka
Summary
As a Tax Manager (EA) with over 10.4 years of experience, I offer deep expertise in US Individual Taxation and a strong track record of successfully leading complex tax projects. My experience spans managing equity reward programs, overseeing tax compliance accounts, and actively handling tax compliance and signing returns. I have led and managed diverse global coordination initiatives, provided assignee consultations, and maintained effective client communications. Throughout my career, I have consistently demonstrated a collaborative approach while maintaining a goal-oriented, analytical mindset to deliver optimal results.
Technology Integration : Proficient in leveraging technology and fintech applications in tax, including Power BI, fund accounting, transaction services, and product learning. Experienced in integrating Indian GST and Singapore taxes into global tax frameworks in my last role.
Overview
10
10
years of professional experience
5
5
years of post-secondary education
3
3
Certifications
Work History
Tax Manager
Eton Solutions
Bangalore
09.2024 - 02.2025
- Tax Services : Worked on 1065 , 1120 , 1040 , and 1041 returns, catering to Family Wealth Offices in the fintech sector.
- Reviewed complex federal and state income tax returns for accuracy, ensuring timely filing and compliance with applicable laws.
- Fund Accounting & Transaction Services : Integrated fund accounting and transaction services into tax compliance processes, ensuring seamless financial reporting and compliance.
- Technology Integration : Leveraged Power BI for data visualization and reporting, enhancing decision-making processes for clients.
- Global Tax Coordination : Managed Indian GST and Singapore tax compliance, ensuring alignment with global tax regulations.
- Fintech Applications : Applied fintech solutions to streamline tax processes, including automation of tax calculations and reporting.
- Prepared detailed tax projections for clients, assisting them in making informed decisions regarding cash flow management and future planning.
- Managed a team of junior accountants, providing mentorship and professional development opportunities to foster growth.
Tax Manager - (Grade 2)
Vialto Partners
Bangalore
12.2022 - 04.2024
- Tax Compliance : Supported organizations in Aerospace Manufacturing and Technology sectors, leading two accounts for tax signing and compliance. I also lead the two accounts for tax signing and compliance
- Notice Response Database : Managed the "Notice Response Database," signing out notices for two clients and coordinating inbound/outbound tax briefing calls
- Client Interaction : Assisted taxpayers with direct queries over calls and emails, providing detailed analysis and solutions. Managed approximately 30 incoming calls
- Tax technical expertise in US Taxation with other country compliance, co-ordination for compensation and Global team co-ordination for France and US
- Learning & Development : Part of the Learning and Development team, creating and managing content in US tax compliance to prepare teams for a multi-generational workspace.
- Technology & Fintech : Integrated Power BI and Alteryx workflows into tax processes, improving efficiency and accuracy in tax reporting.
- Prepared detailed tax projections for clients, assisting them in making informed decisions regarding cash flow management and future planning.
- Reviewed complex federal and state income tax returns for accuracy, ensuring timely filing and compliance with applicable laws.
Assistant Manager/Transitioning Manager (Grade 5)
KPMG Global Services
Bangalore
01.2021 - 12.2022
- In 2021 when I moved to KPMG, I was also aligned to the Rewards program in addition to the Individual Tax compliance, understanding payroll, compensation, and equity along with the tax signing and engagement handling responsibilities and various other projects handling multiple accounts with daily transaction calculations Power BI reports coordination
- Reward Programs End to End Projects in KPMG : I was able to coordinate member firm queries on various RSU programs, options, Equity projects and explaining technical aspects with clients and closely working with operating offices on various country specifications and guidelines
- Tax Compliance : In both EY and KPMG, I gained the experience to work on different clients and overview equity, equity reward programs, payroll structures, foreign payroll Equity/pension structure and co-ordinate member firm queries
- Global Coordination : Worked on multiple accounts, handling daily transaction calculations and coordinating with global teams.
- Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
- Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization.
Assistant Manager (Grade 3)
Ernst and Young LLP (EY)
Bangalore
09.2014 - 12.2020
- Enrolled Agent (EA) : Completed EA in June 2018, signing moderate to complex returns (Expats, Inpats) and other deliverables since August 2018.
- Tax Technical Expertise : Specialized in US Taxation, compensation analysis, equity tax cost estimation, and gross-to-net calculations for France and US
- I have signing experience on moderate to complex returns (Expats, Inpats) and other deliverables since 2018
- Billing Process : Coordinated with the billing team, reviewing and monitoring internal and external invoices, guiding other country teams with technical information on invoices.
- Reviewing and approving the required 'Out of scope services' charged to the Client and coordinating the process
- Supervised and counseled the team that includes 4 Analysts and 1 Senior, offering constructive feedback on their work performance also mentoring/training them for their roles and responsibilities
- Mentored junior staff members in their professional development by offering guidance/support in their assigned roles.
- Led weekly team meetings to discuss goals and review performance, fostering culture of continuous improvement.
- Supervised day-to-day operations to meet performance, quality and service expectations. Promoted teamwork within the workplace by encouraging collaboration among staff members on various project tasks.
Education
Bachelor of Business Management - Finance, Marketing
CMR Institute of Management Studies
Bangalore 06.2009 - 05.2012
Master of Business Administration - Finance, Marketing
Presidency Business School
Bangalore 07.2012 - 06.2014
Skills
Tax Process Improvement
Tax Project Management
Tax Software Mastery and Technology tools
Partnership Taxation Expertise
Tax Compliance Expertise
Billing and Global Coordination
Client Facing Projects
Extension Calculations
Gross to Net Calculations
Equity and Tax Cost Estimation
Compensation Analysis
Multiple Tax Projects Coordination
HNI/PCS Clients Reporting
US Inpat and Expatriate Taxation
Certification
Enrolled Agent (EA), 06/01/18, True
Accomplishments
- Received the ‘Quarterly Award' for exceptional client services during the period January- March 2017 and January-March 2018.
- Received multiple appraisal emails and citations from the Managers, Senior Managers in the US and India for quality work.
- Built the ‘Tax Equalization/Tax Split Template' calculations with excel macros for the team.
- Supported management through risk identification, control testing and process improvement procedures.
Software
Basics of Python and Power BI
Data Visualization, Alteryx workflow- Basics
Timeline
Tax Manager
Eton Solutions
09.2024 - 02.2025
Tax Manager - (Grade 2)
Vialto Partners
12.2022 - 04.2024
Assistant Manager/Transitioning Manager (Grade 5)
KPMG Global Services
01.2021 - 12.2022
Assistant Manager (Grade 3)
Ernst and Young LLP (EY)
09.2014 - 12.2020
Master of Business Administration - Finance, Marketing
Presidency Business School
07.2012 - 06.2014
Bachelor of Business Management - Finance, Marketing
CMR Institute of Management Studies
06.2009 - 05.2012