Arti Mandavkar

Tax Operations professional with 3+ years of experience in financial securities, US and international taxation, and reconciliation. Skilled in reconciliation between banking and tax systems, analyzing transaction flows for tax implications, and managing withholding tax and tax reclaim processes. Strong exposure to corporate actions, SWIFT messaging, and regulatory compliance.

Specialist – Tax Custody Operations - BNY Mellon - Pune

(2022-06)

Tax Custody Operations (Contract) - Pioneer Infotech Private Limited

(2022-06 - 2023-06)

• Managed tax compliance processes across regional and international markets, ensuring adherence to regulatory requirements
• Ensured timely completion of deliverables within strict deadlines while maintaining regulatory compliance
• Performed reconciliation between custody systems and tax records, including dividend payout reconciliation with custodians
• Reviewed SWIFT transaction messages and resolved TLM breaks through coordination with clients and sub-custodians
• Handled tax filing processes for multiple jurisdictions including Denmark, Israel, Canada, Switzerland, France, Japan, Poland, and Finland
• Led end-to-end tax reclaim and vendor voucher operations for global institutional clients including BlackRock, Fidelity, Franklin, and Delaware
• Coordinated with sub-custodians such as SEB, Globe Tax, Euronext, Euroclear, and ADR Markets for documentation and processing
• Analyzed corporate actions and income events to determine tax implications and ensure accurate reporting
• Ensured completion of daily activities in line with risk and control frameworks, escalating issues within defined timelines
• Maintained SOPs and KPI tracking to support transparency, audit readiness, and process improvement
• Trained new team members and contributed to knowledge sharing and process improvements

Article Assistant – Audit & Taxation - CA Dilip B. Randad - Latur

(2019-02 - 2022-02)

• Performed bank and ledger reconciliations, identifying and resolving discrepancies to ensure accuracy of financial records
• Prepared and reviewed GST returns, tax filings, and financial statements in compliance with regulatory standards
• Supported internal and statutory audits, ensuring adherence to financial regulations and audit requirements
• Conducted financial analysis and account reviews to identify inconsistencies and recommend corrective actions
• Assisted in year-end closing processes and preparation of financial reports
• Managed accounts payable and receivable along with maintaining financial documentation

CA Intermediate - Accounting - Institute of Chartered Accountants of India (2021-12)

Master of Commerce - Commerce - SRTMU, Nanded (2018 - 2020)

Bachelor of Commerce - Commerce - SRTMU, Nanded (2015 - 2018)