Ayush Malhotra

Senior Tax Associate

Trantor

Aug 2024 - Jan 2025 (6 months)

• ◦ Reviewed federal and state partnership tax returns prepared by third-party providers for private equity investments. • ◦ Analyzed and reconciled tax-related general ledger accounts; supported quarterly and annual tax provision processes. • ◦ Collaborated with external tax advisors to resolve technical tax issues and ensure compliance with relevant IRS guidelines. • ◦ Documented tax processes and identified areas to improve reporting efficiency and reduce compliance risk. • ◦ Provided ad hoc support to the Tax Director on strategic tax planning and fund structuring initiatives.

Tax Analyst

WNS

Apr 2023 - Jul 2024 (1 year 4 months)

• ◦ Conducted in-depth tax analysis on fund entities and assisted in preparing workpapers supporting complex investment structures. • ◦ Supported multi-jurisdictional tax compliance, ensuring adherence to deadlines and accuracy in tax filings. • ◦ Participated in audits and responded to tax authority inquiries with supporting documentation and technical positions.

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Associate

Finncy

Oct 2022 - Apr 2023 (7 months)

• ◦ Managed partnership-level tax documentation and K-1 tracking for fund investors. • ◦ Assisted in preparing estimated tax payment calculations and supported state apportionment analyses. • ◦ Maintained compliance with tax regulatory standards and documented internal processes for efficiency.

Tax Compliance Associate

SitusAMC

Feb 2021 - Mar 2022 (1 year 2 months)

• ◦ Reviewed lease agreements, rent rolls, and operating statements to support tax basis adjustments and income calculations. • ◦ Collaborated with cross-functional teams to support year-end tax packages and schedule preparation.

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Tax Operations Assistant

Recomm Connect LLP

Apr 2019 - Feb 2021 (1 year 11 months)

• ◦ Supported tax operations team with data entry, tax reconciliation, and partnership-level documentation for various funds. • ◦ Developed working papers, prepared tax schedules, and monitored compliance trackers for timely submissions.

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