Summary
Overview
Work History
Education
Skills
Affiliations
Accomplishments
Certification
Languages
References
Timeline
Generic
SUJAI JAILAL THOMAS

SUJAI JAILAL THOMAS

BENGALURU

Summary

Seasoned Tax Manager with broad experience in managing Tax compliance for family office engagements for Private Wealth and High Net Worth Individual clients. Strengths lie in complex tax research, formulation of strategic tax plans, and supervising cross-functional teams.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Tax Manager

DELOITTE TAX INDIA PRIVATE LTD.
BENGALURU
06.2023 - Current
  • High level review of tax returns in compliance with US taxation for Individuals (1040), Trusts (1041) & Partnerships (1065)
  • Oversee the delivery of tax planning services including preparing and reviewing client work papers and income tax returns.
  • Delivering a full range of services from tax compliance, consulting, tax research, and dealing with notices from the IRS and state agencies for Ultra-High Net Worth Individuals
  • Managing large engagement teams with multiple workstreams. This includes managing staffing, billing, client interactions and other administrative engagement tasks
  • Manage the end-to-end workflow of multiple engagements simultaneously in coordination with Senior Managers and Partners
  • Responsible for being updated on current tax practices and technical issues, analyzing the client's business and tax systems, taking responsibility for clearing open items relating to assigned areas, and meeting client deadlines
  • Oversee the preparation of tax work papers and tax returns including extensions, and estimates
  • Review financial records, past returns, and income statements of individuals, partnerships
  • Manage, develop, mentor and train all staff and seniors in the tax engagement and facilitate trainings for them and perform evaluations and feedback at the end of the tax year
  • Actively participate in engagement planning and decision-making
  • Serves as coach for junior team members
  • Responsible to oversee a team of 20+ professional to ensure productivity, technical upskilling and utilization

TAX SENIOR

DELOITTE TAX INDIA PRIVATE LTD.
BENGALURU
05.2023 - 05.2023
  • Review of tax returns and workpapers for US High Net Worth Individual Clients
  • Coordinate with clients and various teams for gathering data and reviewing the information for completing the tax return
  • Managing the workflow of multiple engagements simultaneously in coordination with Managers
  • Preparation of tax projections for clients to determine estimated tax or extension payments due
  • Mentoring junior team members by giving them trainings and solving their issues related to preparation of workpapers and tax return

Senior Tax Analyst

H&R Block
Trivandrum
11.2019 - 02.2021
  • Research and In-depth analysis of US 1040 and state individual forms
  • Review of 1040 and State Individual tax returns
  • Leading a team of 5 tax analysts and ensures that the group delivers quality output and meet the Key Performance indices.
  • Preparation and Review of extension tax liability and tax projections for clients to determine Estimate tax and Extension payments due.

Senior Tax Analyst

SPERIDIAN TECHNOLOGIES
TRIVANDRUM
12.2018 - 10.2019
  • Research and In-depth analysis of US 1040 and state individual forms
  • Review of 1040 and State Individual tax returns
  • Leading a team of 5 tax analysts and ensures that the group delivers quality output and meet the Key Performance indices.
  • Preparation and Review of extension tax liability and tax projections for clients to determine Estimate tax and Extension payments due.

Tax Consultant

DELOITTE TAX INDIA PRIVATE LTD.
HYDERABAD
01.2016 - 12.2018
  • Preparation and review of workpapers and US Individual Income Tax returns of High Net Worth Domestic Individuals (Federal and States)
  • Preparation and Review of extension tax liability and tax projections for clients to determine Estimate tax and Extension payments due.
  • Reconciliation of financial statements and work papers for the updates to be made and calculations for tax purpose.
  • Analyzing 1099’s and K-1’s from client for tax computation
  • Preparing Client replies to Tax Notices from Various Tax bodies.
  • E-Filing of Federal and State returns

Education

MBA - Finance

SCMS SCHOOL OF TECHNOLOGY AND MANAGEMENT
COCHIN, KERALA
08-2015

BACHELORS IN COMMERCE - Commerce

CMS COLLEGE
KOTTAYAM, KERALA
06-2013

Skills

  • Tax compliance
  • Tax planning
  • Tax research
  • Financial analysis
  • Client management
  • Staff training
  • Project management
  • Team leadership

Affiliations

  • Professional Badminton Player
  • Part of school and college football teams

Accomplishments

  • Received various spot and applause awards for delivering high quality client service
  • Talent Circle Champion (Team lead): Help lead a team of 10/12 professionals.

Certification

  • Enrolled Agent

Languages

English
First Language
Malayalam
Proficient (C2)
C2

References

References available upon request.

Timeline

Tax Manager

DELOITTE TAX INDIA PRIVATE LTD.
06.2023 - Current

TAX SENIOR

DELOITTE TAX INDIA PRIVATE LTD.
05.2023 - 05.2023

Senior Tax Analyst

H&R Block
11.2019 - 02.2021

Senior Tax Analyst

SPERIDIAN TECHNOLOGIES
12.2018 - 10.2019

Tax Consultant

DELOITTE TAX INDIA PRIVATE LTD.
01.2016 - 12.2018

MBA - Finance

SCMS SCHOOL OF TECHNOLOGY AND MANAGEMENT

BACHELORS IN COMMERCE - Commerce

CMS COLLEGE

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