Swati Pathak
Process Lead
Kalyan
Summary
US Tax specialist with 7.5+ years of experience in Tax Filing shared services, Tax Reconciliation, E- Filings, etc. with overall 7+ years of professional experience. Performed E- Filings, Legal letters audits, work allocation for effective delivery with assured quality and in the committed time frame. In depth exposure to project development, planning, task, stakeholder, and time management.
Process improvement specialist with strong analytical and problem-solving skills. Proven track record of enhancing operational efficiency and driving successful projects. Known for fostering team collaboration and adapting to dynamic environments. Expertise in process mapping, data analysis, and workflow optimization. Dependable in achieving measurable results.
Overview
9
9
years of professional experience
3
3
years of post-secondary education
Work History
Process Consultant
WIPRO Ltd.
02.2018 - Current
- Company Overview: Merged with Alight Solutions in July 2018
- Provides services to North American client companies for their Tax related activities
- Provides services to North American client companies for their Tax related activities including but not limited to -Quarterly/ Annual Tax E-Filings, Audits, Tax Adjustment, reconciliation and consultations in coordination with Alight onshore Team
- Performs automation as and when needed for improved delivery
- Filing Quarterly, Annual tax returns on state websites and filing Monthly Coupon on behalf of US Company clients
- Performed Federal, State and Local Tax reconciliation for clients quarterly
- Providing client organizations with tax insights of their employees in the lines of pending or settled taxes, claims, etc
- Performed quality audits for all the transactions within the committed timeframe and ensuring updating of audit reports accurately
- Amending Tax Forms where correction/ amendment is required for wages and taxes
- Accountable for driving resolution of client issues by conducting research, analysing trends, Change Requests (CR), meeting agreed SLAs, reporting key process related metrics, contributing to Key Performance Indicators (KPIs), preparing Root Cause Analysis (RCA) and implementing action plan in coordination with stakeholders
- Documenting, researching and further acting for resolution on legal notices received for clients from US Tax State agencies and logging them in Maestro Tool for resolution
- Responsible for documenting, testing & deployment to align with the scope
- Building SOPs for transitioned / new processes further taking responsibility for SOP review, update, and version control
- Account data maintenance in Master Tax Tool for clients like registrations, Tax rates, verifying account numbers, Payment methods, required E-filing accesses, power of attorney, etc
- For record purposes
- Accountable for managing work allocation process in consultation with management and providing training on daily activities to the New Hires
- Merged with Alight Solutions in July 2018
- Provides services to North American client companies for their Tax related activities
- Tools Used: Master Tax, BSI- Compliance Factory, JAT- CIC+: Software specializing in year-end tax form solutions for human resource, payroll, and benefits organizations of large and small companies, Content Navigator, Maestro, Amazon Workspace (AWS) for remote server access
Associate Customer Service
Sutherland Global Services
08.2016 - 01.2018
- Company Overview: Provides BPO services to Air India company in the areas of Customer Experience, Care & Support, Finance and Accounting
- Responsible for the first point of contact for customers seeking help by answering all incoming calls, emails, fielding customer questions and complaints
- Fare calculation to book tickets across countries and respective currencies
- Booked Airline tickets, Limousines requested on call/ email and supported in case of additional support needed
- Provided Airport support like Web and Mobile check-in, holding PNR, Baggage issues, Minor passenger, First and Executive class services, etc
- Assess the customer's needs and translation into business solutions
- Coordinate with customers to resolve any billing inquiries
- Provides BPO services to Air India company in the areas of Customer Experience, Care & Support, Finance and Accounting
- Tools Used: Amadeus Ticketing Platform for ticketing, SITA Platform to support customers with real-time flight, ticketing and billing information, MS Office
Internship
TORK-ON Tools and Equipment
01.2016 - 07.2016
- Supporting Data entry for Inventory management, Procurement and Supply chain
Education
Bachelor of Management Studies (BMS) -
K.G. Joshi College of Arts & N.G. Bedekar College of Commerce
06.2013 - 10.2016
Training in Import & Export Department
Bharat Heavy Electricals Limited
09.2015 - 09.2015
Skills
Business process analysis
Process improvement strategies
Software implementation
Workflow optimization
Documents and reports
Team collaboration
Teamwork and collaboration
Problem-solving abilities
Client relationship management
Location Of Declaration
Mumbai, Maharashtra, India
Personal Information
- Date of Birth: 02/04/96
- Gender: Female
- Nationality: Indian
Honours And Awards
- Q3 FY 2024, +Dazzle Award - WIPRO, Winner of FY 202 Dazzle Award for Outstanding Performer Award for going extra mile to provide last moment assistance to client
- Q3 FY 2023, Dazzle Award - WIPRO, Winner of FY 2023 Dazzle Award for recognizing successfully delivered exceptional outcomes with speed and agility by collaborating with clients.
- Q1 FY 2022, Dazzle Award - WIPRO, Winner of FY 2022 Dazzle Award for recognizing successfully delivered exceptional outcomes with speed and agility by collaborating with clients.
- FY 2021, Shimmer Award - WIPRO, Winner of the FY 2021 Shimmer Award for recognizing successfully delivered exceptional outcomes with speed and agility by collaborating with clients.
- FY 2020, Shimmer Award - WIPRO, Winner of the FY 2020 Shimmer Award for recognizing successfully delivered exceptional outcomes with speed and agility by collaborating with clients.
- FY 2017, Outstanding Performer Award - Sutherland Global Services, Received FY 2017 Outstanding Performer Award for going extra mile to provide quality services to passengers.
Disclaimer
I do hereby declare that the information provided above is true to the best of my knowledge and belief.
Timeline
Process Consultant
WIPRO Ltd.
02.2018 - Current
Associate Customer Service
Sutherland Global Services
08.2016 - 01.2018
Internship
TORK-ON Tools and Equipment
01.2016 - 07.2016
Training in Import & Export Department
Bharat Heavy Electricals Limited
09.2015 - 09.2015
Bachelor of Management Studies (BMS) -
K.G. Joshi College of Arts & N.G. Bedekar College of Commerce
06.2013 - 10.2016