Experience

PwC Cayman Islands

• Cayman Islands
• Accounting
• 100 - 200 Employee

• Tax Senior

  • May 2020 - Present



PwC Acceleration Centers

• Professional Services
• 700 & Above Employee

• Senior Associate

  • Jan 2017 - Apr 2020

  • Preparing federal tax workpapers, analyse flow-through K-1s ,Prepare/Review federal returns and K-1s for major hedge funds & Fund of funds clients aligned to the New York office and Caribbean territory. • Assisting seniors in preparation of workpapers for Federal Tax filing which includes analysis of trial balance and the financial statements for hedge fund, Fund of Funds clients of the New York office & Bermuda territory. • Review/preparation of Federal K-1’s for the partners of US based partnerships using softwares like Gosystem ,RPM & TRACK. • Preparation of US partnership Form 1065 & various related forms to be filed with the return. • Good knowledge in using softwares like Gosystem, TRACK, Alteryx, Tableau, SuperForms. • Preparation of state returns and state workpapers for clients of the New York office & Caribbean territory. • Directly communicating with the engagement teams about the status updates, requests for missing documents for a given project & assisting seniors in kick-off calls at the start of the projects. • Facilitate work assignment & coordinating with the US teams in absence of my seniors. • Conducting training for my team members on client specific workpapers. • Preparing WBS reconciliation workpapers so as to find any discrepancies with respect to the WBS where time is charged. • Preparing budget to actual hour’s reconciliation. • Preparing the billing hours statement for the Bermuda territory clients. • Coordinating with the WBS team to create the missing time codes. Show less



PwC Cayman Islands

• Cayman Islands
• Accounting
• 100 - 200 Employee

• Secondment

  • Feb 2019 - Apr 2019

  Short term secondment/ rotation to work onsite on the clients of PWC Cayman islands. Private equity, hedge funds US federal and state tax compliance majorly for partnerships. Short term secondment/ rotation to work onsite on the clients of PWC Cayman islands. Private equity, hedge funds US federal and state tax compliance majorly for partnerships.



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Associate

  • May 2015 - Jul 2016

  Preparing tax returns for Investment partnerships. Compilation of research data using CCH & taxshare for various matrices. Working on notices and preparing solutions & notice logs for the same. Preparing investor packages & K-1's for the partners of the partnerships. Compile data & prepare tax returns using Go systems, MPro ,IPACS & K-1G which are tools used extensively in the US Tax industry. Preparing tax returns for Investment partnerships. Compilation of research data using CCH & taxshare for various matrices. Working on notices and preparing solutions & notice logs for the same. Preparing investor packages & K-1's for the partners of the partnerships. Compile data & prepare tax returns using Go systems, MPro ,IPACS & K-1G which are tools used extensively in the US Tax industry.



Investoptima Equity Consultants Pvt Ltd

• Pune Area, India

• Intern Equity analyst

  • Feb 2014 - May 2014

  Created a system in MS Access to automate the calculations made for shortlisting stocks worth investing by the company. Out of 1500 stocks listed on the NSE, 9 stocks were shortlisted according to the hypotheses tested using various technical analysis indicators mentioned below in a system created in MS Access. Technical analysis indicators like Bollinger bands, Exponential moving averages & Rate of change calculated in MS Access for all the 1500 stocks listed on the NSE. Created a system in MS Access to automate the calculations made for shortlisting stocks worth investing by the company. Out of 1500 stocks listed on the NSE, 9 stocks were shortlisted according to the hypotheses tested using various technical analysis indicators mentioned below in a system created in MS Access. Technical analysis indicators like Bollinger bands, Exponential moving averages & Rate of change calculated in MS Access for all the 1500 stocks listed on the NSE.



M/s Shantanu Paranjape Chartered Accountant

• Audit assitant

  • Jan 2008 - Jul 2011

  • Statutory Audits of Pvt. Ltd and mid size companies. • Income Tax reporting for Individual assesses, Pvt. Ltd and other companies. • Indirect Taxation compliance for mid size firms. • Finalizing accounts of various levels of assesses. • Statutory Audits of Pvt. Ltd and mid size companies. • Income Tax reporting for Individual assesses, Pvt. Ltd and other companies. • Indirect Taxation compliance for mid size firms. • Finalizing accounts of various levels of assesses.