Vijay C Munjanavar
Bangalore
Summary
US Tax Professional with around 15 years of experience working with a big 4 company with a proven track record of managing and mentoring tax professionals. Diverse work experience including client management, interpersonal & analytical skills along with leadership skills with focus on creating an incredible value for clients.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Manager
KPMG Global Services Pvt. Ltd.
Bangalore
02.2018 - Current
- Signing the expat and inbound tax returns and tax equalization calculations prepared by my team to provide a complete tax return package with high quality.
- Managing an entire US based account by leading a team and being a liaison between the US & the India teams.
- Communicating directly with the client and assisting them on multiple projects.
- Conducting tax consultation / orientation meeting with taxpayers during their arrival and departure year of assignment (expatriates and foreign nationals)
- Assisting the taxpayers with questions regarding their tax returns and tax equalization calculations.
- Resolving the tax notices issued by the IRS and the state tax authorities by signing off on the response letters. It also includes talking to the tax authorities to resolve certain notices.
- Handling extension project and managing extension calculation within the deadline.
- Coordinating with foreign member firms for tax queries and foreign tax accruals.
- Billing preparation for SWR’s and additional authorized service.
- Review and approve of SWR’s and additional authorized services billing submitted by KPMG foreign member firms.
- Conducting monthly recurring calls with client (mobility head) on flash alters published by KPMG on the global tax practice.
- Providing US tax technical training for newly joined and existing employees.
- Currently working as part of resource planning and recruitment team and actively involved in interviews and new staff onboarding process.
- Worked on Fed Tax (HNI) projects, estimated tax preparation during March & April and final tax returns during September and October upon K-1s received for individual taxpayers.
Assistant Manager
PwC SDC Kolkata Private Ltd.
Bangalore
02.2015 - 02.2018
- Attending Individually Weekly Status Calls with US clients for my Misc’s engagements.
- Worked as Tax Return Contact to assignee through calls and emails and providing solutions to their queries.
- Worked on IRS Notices.
- Worked on both Foreign Nationals and Expats Tax Returns.
- Optimization between Sec 901 and Sec 911 for expat returns.
- Optimization between elections such as 6013(g) or 6013(h) and 7701(b).
- Determination of Filing status of Individual taxpayer and type of return.
- Preparation and review of FinCen 114 forms, Form 8938 and PFIC Form 8621 for individual taxpayers.
- Preparation of Tax Equalization.
- Optimization between Credits and Deductions.
- Preparing Extensions and filing on behalf of assignee to the IRS.
- Preparing Gross ups and Hypo calculations.
Mphasis an HP Company
03.2010 - 09.2011
- Managing Brokerage accounts under TDA Investments.
- Financial analysis for Margin and Options related activities.
- Adding features like Electronic Fund Transfer, Bank Wire and cheques etc, to Transfer funds.
- Sending Trade Statements and Confirmation to customers according to Monthly, Quarterly and Yearly as per customer requests.
- Opening and Re-opening, Closing and Conversion of accounts as per customer requests.
- Sending Mail and Business Letters to customers, if any documents required in processing features.
Education
Bachelor of Commerce [B.com] -
L K Khot College of Commerce
SankeshwarSkills
- US Taxation
- Expatriate Tax Compliance & Consulting
- Client Relationship Management
- Employee Supervision and Training
- Employee Performance Evaluation
Certification
- Enrolled Agent (EA), Certified Enrolled Agent
- Executive General Management Programme (EGMP), Indian Institute of Management Bangalore (IIMB)
Languages
English
Marathi
Kannada
Hindi
Custom Section
- I got opportunity to travel U.S.A in 2019 for business purpose for 2 weeks.
- Won 4 times spot awards in PwC.
- Won Star of the month award in Account Maintenance.
Websites, Portfolios and Profiles
linkedin.com/in/vijay-munjannavar-45526aa4
Hobbies and Interests
- Playing Cricket
- Listening to Music
- Cooking
Timeline
Manager
KPMG Global Services Pvt. Ltd.
02.2018 - Current
Assistant Manager
PwC SDC Kolkata Private Ltd.
02.2015 - 02.2018
Mphasis an HP Company
03.2010 - 09.2011
Bachelor of Commerce [B.com] -
L K Khot College of Commerce