Vishakha Kedari Patole

Achievements:

• Successfully transitioned and streamlined the Operational Tax Compliance Process from Birmingham (UK) to the Pune Team
• Played a crucial role in the migration from Figaro to Global Plus

Responsibilities and Contributions:

Quality Assurance and Compliance:

• Ensured meticulous KYC due diligence in compliance with IRS guidelines and global financial regulations.
• Owned and managed Quality Management Information (MI) metrics for assessment and presentation to senior management and key stakeholders.

Stakeholder Relationship Management:

• Cultivated and maintained strong relationships with key stakeholders.

Cross-Functional Collaboration:

• Collaborated seamlessly with various teams (CDM, Dividend, Reconciliations, Compliance) for streamlined UK reporting and US 1042 preliminary processes.

Government Claims and Returns:

• Took responsibility for the preparation and timely submission of Weekly/Monthly/Yearly claims and returns to the US/UK government and Spanish Transaction Taxes.

• Ran Position/Cash Reconciliations for various Trust Clients.
• Smoothly transitioned processes for the Income Department from Milwaukee to Pune.
• Implemented various automation projects for process improvements and time savings.
• Prepared and published daily Cash Management Reports.
• Initiated and completed automation projects for process improvements.

• Established successful relationships with client contacts
• Assisted senior management in developing and implementing monthly account planning activities
• Prepared MIS Reports, performed verification and reconciliation of accounts
• Ensured timely delivery of reports and financial statements.

• Prepared Financial Statements and performed internal and external audits.
• Conducted tax audits and statutory audits of various corporate entities.
• Computed and filed tax returns (quarterly, monthly, and annually).