Sunil K S
Bengaluru
Summary
Dynamic Senior Associate with KPMG Global Services, skilled in tax compliance and engagement management. Proven track record in delivering high-quality outputs and fostering collaboration across teams. Adept at billing and invoicing, with a keen attention to detail and a positive attitude, driving client satisfaction and operational efficiency.
Overview
1
1
Certification
17
17
years of professional experience
Work History
Senior Associate
KPMG Global Services
Bengaluru
01.2024 - Current
- You will take ownership of deliverables and areas of an engagement or project with minimal input, consistently delivering high-quality outputs, and assisting in the review of work produced by less experienced team members.
- You actively contribute to the planning and delivery of engagements, including the development of work plans, timelines, project management, and resource allocation.
- Depending on your work experience and business area, you may also manage small engagements, demonstrating leadership and project management skills.
- Additionally, you build and maintain strong relationships with middle to senior-level staff, both internally and externally, fostering collaboration and ensuring effective communication across all levels of the organization.
- Begins to take on more responsibility in global engagements, owning certain deliverables.
- This includes project/engagement planning and administration, creation/review of outputs, and client interaction across different regions.
- Assists managers and senior managers in supervising less experienced team members on global engagements, providing guidance, and reviewing deliverables to ensure consistency and quality across international teams.
- Completes report writing, presentations, and proposal preparation with minimal guidance, ensuring that outputs meet the high standards expected in a global context.
- Attends client meetings and learns to facilitate internal and client discussions, seeking and sharing perspectives to foster effective communication and collaboration across diverse cultural backgrounds.
- Develops expertise and knowledge of a variety of clients and markets, gaining awareness of KPMG's service offerings and how they apply in different regions and industries.
- Builds and maintains an external network, continuously developing knowledge of industry trends, market dynamics, competitors' activity, and products/services on a global scale.
- Contributes to the development of case studies, proposals, deliverables, and other valuable engagement knowledge, ensuring that such knowledge is recorded appropriately and is accessible for use by others within the firm, supporting a global knowledge-sharing culture.
- Completes professional qualifications and technical training within the required timescale, where applicable.
- Executes projects to meet the member firms' quality standards within a commercial context, consistently delivering high-quality outputs that align with the firm's strategic objectives and client expectations across different regions.
- Proactively communicates risks and issues to leaders early, ensuring that potential challenges are addressed promptly, and appropriate mitigation strategies are implemented, maintaining the integrity of global engagements.
- Participates in comprehensive reviews upon project completion, identifying lessons learned and enhancing future quality and commercial planning.
- Managing client requests regarding tax compliance, tax advisory, social security, and PWD.
- Monitoring compliance and KPIs for engagements.
- Coordinating client requests with local offices.
- Providing combined tax advisory services for clients, based on feedback from local offices.
- Reviewing invoices to be shared with the client for our services.
- Reviewing and coordinating out-of-scope requests.
- Preparation of the authorization list and reviewing the authorization lists.
- Coordinating compensation collection from the client.
- Cooperating with the client, internal teams, including the lead office for the engagement, offshore teams, and local offices.
- Creating process documentation and implementing standard processes on new engagements.
- Participating in client and engagement onboarding.
- Preparing various reports for the client and lead office.
- Preparing materials for local offices, with guidance about engagement.
- Support in preparing the agenda and presentations for operational and business review meetings.
- Delegating tasks to junior team members and the offshore team, and monitoring completion.
- Worked on the KDN billing process, handled the entire billing/invoicing process, shared WIP with all engagement managers, raised invoices on tools, and notified the finance team for processing and allocation of amounts to different codes.
Tax Senior
Ernst & Young
07.2022 - 12.2023
- Preparation and review of complex US individual tax returns, including Forms 1040, 1040NR, and related schedules, ensuring accuracy and compliance with expatriate tax laws and regulations.
- Assisted clients with tax compliance requirements, such as reporting foreign financial accounts (FBAR), foreign assets (Form 8938) and PFICs (Form8621).
- Researched and analyzed complex expatriate tax issues, such as foreign tax credits and tax treaty provisions.
- Prepared tax reconciliation and tax equalization statements for inpats and expats.
- Prepared responses to taxpayer tax notices by analyzing issues and determining next steps for resolution.
- Gathered information from assignee, identified and drafted missing details, and updated return status accurately.
- Coordinated communication with foreign offices to establish tax positions.
- Developed and implemented standardized processes to enhance consistency and efficiency in tax preparation and self-review prior to final review.
- Identified impactful regulations and incorporated changes to comply with new requirements.
- Conducted performance evaluation and requested regular feedback from team members to identify areas for growth and development and implemented appropriate training initiative and research.
Senior Associate
Ernst & Young
01.2019 - 06.2022
- Complete review of authorization lists, deployment of tax questionnaire, sending welcome emails to assignees, ensuring submission is processed by RPA, setting assignee accounts in required tools, posting tax return documents, sharing tax equalization company copy or sharing payment request, follow up with assignees for signed e-file authorization forms, e-filing tax returns, ensuring return status shows e-filed and accepted, sharing rejection cases with signer, generating survey reports, contributing to client satisfaction, filing extensions, reviewing work, attending client calls and meetings, managing a team, monitoring workloads and deadlines, working on billing process, assisting with setting up opportunities for clients.
Admin/Operations Executive
Moringo Organics Pvt. Ltd.
12.2016 - 04.2018
- Looking after new stock point joining request, collect all information required from stock point and send the address with pin code to check the TAT for Delivery of our products and inform the same and proceed with other steps like Franchise fee, training of software to stock point, commission quota and dispatch of products load into individual inventory of stock point.
- Providing Training to the branch office staffs.
- Escalate the Docket no to the Courier Person, if the consignment is not delivered on time and follow-up till delivery.
- Daily follow up of the consignment and update the POD sheet.
- Commission calculation of Stock Point holder & Branches.
- Following up with Accounts Dept and make sure the commission has been transferred.
- Responsible for Stock Audit / Inventory verification in stores / warehouse.
- Verify / Reconciliation of Goods received, dispatch & vendors GRN.
- Visit our branches and find discrepancies about physical v/s actual values of stock, cash and other issues.
- Monitoring and supervising of Inventory, Documentation team.
- Responsible for providing details to warehouse team & coordinating with them for the procurement of the materials and timely dispatch at retail store.
- Plan and execute end to end warehouse activities.
- Keeping all the expenses in warehouse as per the allocation budget.
- Responsible for final check of documents like Sales Tax Invoice, Delivery Challan, Stock Transfer Note, Goods Return Note and Sales Return Note.
- Providing periodical updates of non-moving product list & follow up with concerned department & liquidate the material.
- Coordinate with transport vendors to submit their bills on time.
- Verify the transport bills with the PODs and submit to Supply chain head for further process at HO.
- Send periodically reminder to transport vendors for pending PODs.
- Send periodically update on pending Pods to head office to stop transport payments.
- Preparing various reports like monthly stock statement, location wise VAT / CST and additional VAT details for sales tax team.
- Entry of all related transactions in ERP Experience in Stock Management.
- Process refund of stock point holders and track their deposit amount and quantity of products to be dispatched.
- Process upgrade of stock point deposit, check the DD received from stock point holder and send the same to bank for clearance and once cleared dispatch product according to the upgraded deposit amount and also notify the stock point of DD clearance.
- Looking after of all operation work, which includes query of new stock point joining to stock dispatch, dispatch plan preparation to all Branch office and load into individual inventory of stock point.
- Preparation of Dispatch Plan everyday by pulling admin inventory report.
- Checking stock point quota/limit and stop sending product once reaches quota.
- Preparation of report to analyze the cost involved to move the products from Production center to all our Branch office.
- Preparation of report to analyze cost involved to dispatch products to Stock point from Branch offices.
Advanced Analyst
Ernst & Young
04.2013 - 08.2015
- Complete review of authorization lists, sending welcome emails to assignees, posting tax return documents, e-filing tax returns, generating survey reports, contributing to client satisfaction, filing extensions, reviewing work, attending client calls and meetings, managing a team, monitoring workloads and deadlines, working on billing process, assisting with setting up opportunities for clients.
Sales ISR
Dell India Pvt Ltd (Seaton India Pvt Ltd.)
08.2011 - 04.2013
- Interacting with customers, assisting tech support reps, sending quotes, assisting bottom sellers, building relationships with customers, generating leads, raising POs and invoices, tracking payments, managing a team, monitoring workloads and deadlines, working on billing process, assisting with setting up opportunities for clients.
Order Processing Specialist
Dell India Pvt Ltd (Talent Pro India Pvt Ltd.)
11.2009 - 07.2011
- Processing POs, working with sales and finance teams, training new joiners, vetting commercial aspects and terms of purchase orders, processing orders, collecting and validating orders, managing order queries, ensuring order processing and fulfillment, working with cross-functional stakeholders, meeting timeliness and quality targets.
Education
Bachelor of Commerce - Accounting and Finance
Vijaya College
Bangalore05-2008
Skills
- Tax preparation
- Tax compliance
- Taxpayer Assistance
- Engagement management
- Billing and Invoicing
- Microsoft certification (3) (MCSE)
- Cisco (CCNA)
- MS Office
- Microsoft Visio
- Organization and Time Management
- Task Prioritization
- Attention to Detail
- Friendly, Positive Attitude
Certification
MSCE (3 Certifications completed)
Hobbies and Interests
- Cricket
- Baseball
- Table Tennis
Languages
- English
- Hindi
- Marathi
- Kannada
- Telugu
- Tamil
Timeline
Senior Associate
KPMG Global Services
01.2024 - Current
Tax Senior
Ernst & Young
07.2022 - 12.2023
Senior Associate
Ernst & Young
01.2019 - 06.2022
Admin/Operations Executive
Moringo Organics Pvt. Ltd.
12.2016 - 04.2018
Advanced Analyst
Ernst & Young
04.2013 - 08.2015
Sales ISR
Dell India Pvt Ltd (Seaton India Pvt Ltd.)
08.2011 - 04.2013
Order Processing Specialist
Dell India Pvt Ltd (Talent Pro India Pvt Ltd.)
11.2009 - 07.2011
Bachelor of Commerce - Accounting and Finance
Vijaya College