Venkatesh CS

H

Tax Research Specialist / Team Lead

H&R

Nov 2023 - Current (2 years)

• Specialized in preparing and reviewing US Individual Income Tax Returns end to end process.

S

Team Lead

Speridian Technologies pvt Ltd:

May 2021 - Nov 2023 (2 years 7 months)

P

Senior Associate ll

PWC SDC Bangalore:

Oct 2020 - Apr 2021 (7 months)

K

Senior Associate

KPMG:

Oct 2013 - Sep 2020 (7 years)

Preparing and reviewing Forms 1040, 1116, 2555, 8938, Fincen 114, 8621 , Schedule C, Schedule E, 4562, 4797, 1040 NR, 1040X, Dual Status returns and various other Forms and schedules related to individual tax. Worked in HNI segment from 2018 to 2021 . • I have worked on onboarding assignees to provide tax return services, including background clearances as per various internal company policies. • Review and preparation of US Individual income tax returns for Global Mobility Assignees, such as Foreign Nationals, Expats, Domestic taxpayers, and Private Clients. • I am experienced in preparing Forms 5471 , 5472, 8858, 8865, having worked for around 9 months in international forms. • Conducting arrival and departure tax meetings for expats

I

Assistant manager

ICICI Bank

Feb 2012 - May 2013 (1 year 4 months)

• Well excelled in the applications like Finacle, IPS (Integrated Payment System), Profunds, FCRM, I-Sense, etc. • Responsible for handling the clearing process and customer requests. • Followed all the audit parameters by adhering to AML (Anti-Money Laundering), KYC (Know Your Customer), Banking secrecy act, etc. with compliance and conscience. • I also worked as Head Cashier by handling all cash and jewel loan transactions. • Worked as main Custodian to cash, jewel packets, gold coins, welcome kits, BDR (Branch Document Register), etc., at various levels of the branch. • Use to interact with customers to get more business for the branch.

Venkatesh CS

About

Detail

Timeline

Résumé