Rahul Menon P

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Lead Tax Analyst

Speridian Technologies Pvt Ltd

Jun 2021 - Jan 2025 (3 years 8 months)

• Preparing and Review of client taxes for U.S. based Tax Managers. • Frontloading and preparation of Complex HNI Clients. • Regularly monitor Tax changes through IRS. Skills -1040 US Tax Filing /US Compliance. • To find the requirement first and guide the development department to implement it in client software. • Testing whether each of the forms corresponding to individual/business - state / federal tax returns functions in its proper manner. • Review the functioning of each of the related forms as per the update that is there in the respective year. • If there is any mismatch from its actual functioning, raising an defect as the QA is supposed to write the bugs related to it. • Once the bugs are fixed, it is retested for confir

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Assistant Manager

EY GLOBAL DELIVERY SERVICES LLP,

Nov 2018 - Apr 2021 (2 years 6 months)

• Responsible for timely delivery of the projects meeting the quality requirements set by the team.
• Preparation of Apportionment & allocation worksheet. Additionally, I leveraged my knowledge in tax reporting to ensure compliance with financial regulations, which enhanced the accuracy of project financials. I also communicated with clients to assist with their personal tax questions, fostering strong relationships and trust. Furthermore, I conducted research on relevant topics for tax return preparation, which contributed to informed decision-making and improved project outcomes.

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Senior Tax Associate

KPMG GLOBAL DELIVERY SERVICES LLP,

Oct 2013 - Oct 2018 (5 years 1 month)

• To accurately prepare and self-review US Individual Tax Returns for the US citizens (Expats), Resident Aliens (Form 1040), and Foreign Nationals. • Preparation of Optimization calculations for identifying the most beneficial Residential Status, Filing Status, and FEIE vs FTC. • Worked as Primary Point of Contact for a few of our Major client's offices. • Assist the team members in obtaining all necessary information to perform tax return preparations. • Handled error log sessions to make aware of the tax policy changes to the team members. • Payroll preparation and quality check for compensation project for Nissan North American clients.

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Financial Analyst

Aptara Inc.,

May 2012 - Oct 2013 (1 year 6 months)

• Analysis of financial statements and tracing out the important information, figures, data from 10-K and tracing10-Q reports and assigning appropriate elements through mapping of US-GAAP Taxonomies. • Exposure to software like Bowne Tagger (BT) and Edgar Online

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Accounts/Audit Assistant

C.P Udhayayarajrao CA Associates,

Jul 2011 - May 2012 (11 months)

• Maintaining accounting records and preparing accounts and management information for small businesses. • Independently handled internal audit for 5 Months. • Auditing financial information of clients. • Assist in the preparation of financial statements and finalization of accounts. • Auditing financial information of clients.

Rahul Menon P

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