Surabhi Agrawal
Tax Senior Consultant
Bangalore,KARNATAKA
Summary
Senior consultant with more than 5 years of experience in managing IT projects and tax compliance partnership projects for Investment Management clients and proven ability to leverage knowledge In building Interactive and user centric application
Overview
6
6
years of professional experience
4
4
years of post-secondary education
Work History
Tax Senior Consultant
Deloitte
05.2019 - Current
- Mentored junior consultants, helping them enhance their skills and contribute more effectively to projects.
- Prioritized projects and project tasks depending upon key milestones and deadline dates.
- Collaborated with internal teams to develop customized solutions that addressed unique client needs.
- Assisting clients in filing IT returns at Corporate level (Form 1065, State filing and International/Foreign forms like Schedule K-3, 8621, 926)
- Consulting with clients in transforming their tax compliance processes using process and technology.
- Leading development of new features and capabilities in iPACS technology ecosystem.
- Requirement gathering from client and implementing/updating client's fact pattern in tool as per need.
- Creating various custom reports with help SAP BI for review.
- Preparing monthly budget to actuals (B2A) and presenting it to Senior Management.
- Timely regression testing of existing functionalities ensuring production site is smooth during seasons.
- Collaborating/co-ordinating with different stakeholders (BA, developers, compliance team, clients) to have new features and requirements developed in software.
- Setting up client allocation/flow up income in system for Private Equity, Fund of Funds and Hedge Fund clients.
- Identified key areas in need of improvement and implemented plans to rectify issues.
- Implementing standard approach on more than 150 clients in respect to states.
- Maintaining the standard site by making updates based on the feedback from stakeholders
- Coordinating with different stakeholders (MTS leadership, CTO team) for state updates
Implementing new features and logic changes in iPACS w.r.t year on year changes
Co-ordinates with tax and technology team to make system more fluid and flawless for deliveries.
Relationship Manager - Internship
HDFC Bank
Bengaluru
06.2018 - 07.2018
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Education
MBA - Finance
CMS Business School
Bengaluru, India 07.2017 - 05.2019
B.com (Hns) - Finance
Calcutta University
Kolkata, India 07.2010 - 06.2012
Skills
Startegic Planning
Critical Thinking
Detailed Oriented
Basic SAP BI
Technology Integration
Teamwork mindset
Problem Solving
Startegic Planning
Accomplishments
Outstanding Award
Deloitte Tax Services India Private Limited
Applause Award
Deloitte Tax Services India Private Limited
Spot Award
Deloitte Tax Services India Private Limited
Head of Finance Domain in college management fest
College Topper in MBA Programme
Hobbies
Binge Watching
Listening Music
Travelling
Timeline
Tax Senior Consultant
Deloitte
05.2019 - Current
Relationship Manager - Internship
HDFC Bank
06.2018 - 07.2018
MBA - Finance
CMS Business School
07.2017 - 05.2019
B.com (Hns) - Finance
Calcutta University
07.2010 - 06.2012