Pritha Mukherjee

Pursuing a challenging role to leverage expertise in tax compliance, federal and state taxation, client advisory, and stakeholder management to optimize tax operations, mitigate compliance risks, and support strategic business objectives. Possess 14.5 years of extensive experience in US taxation, with a focus on corporate tax compliance, partnership taxation, and federal and state tax regulations across diverse industries. Currently working as Experienced Manager at BDO (RISE), managing end-to-end tax compliance engagements, ensuring accurate preparation, review, and timely filing of complex business tax returns.

Experienced Manager - BDO (RISE) - Kolkata

(2024-06)

Manager - KPMG Global Services Pvt. Ltd. - Gurugram

(2023-05 - 2024-06)

Manager - MyStartupCFO DBA MyTaxfiler - Bengaluru

(2022-01 - 2023-04)

Manager - PricewaterhouseCoopers AC Kolkata Pvt. Ltd. - Kolkata

(2012-02 - 2021-12)

Growth Path: Associate (2012 – 2015), Senior Associate (2015 – 2018), Senior Associate 2 (2018 – 2019), Manager (2019 – 2021)

• Performed tax consulting, technical research, and tax forecasting to support client compliance and strategic tax planning.
• Managed federal and state tax notices as an Enrolled Agent, representing clients and resolving tax-related matters.
• Acted as the primary client contact for business tax compliance, advisory services, and engagement-related communications.
• Prepared and reviewed business tax returns, ensuring timely filing and adherence to applicable tax regulations.
• Ensured timely completion of quarterly and annual tax compliance activities while maintaining high standards of quality, accuracy, and client satisfaction.
• Managed tax provision support activities and coordinated with finance teams for tax accounting requirements.
• Collaborated with legal, finance, payroll, and accounting teams to address cross-functional tax matters.
• Reviewed complex corporate and operating partnership tax returns to ensure technical accuracy, quality, and regulatory compliance.
• Conducted tax research to support new client onboarding, compliance requirements, and complex tax matters.
• Performed technical reviews of complex tax positions and ensured compliance with evolving regulatory requirements.
• Evaluated the tax implications of mergers, acquisitions, restructurings, and other business transactions.
• Led tax risk assessments and recommended mitigation strategies to minimize compliance exposure.
• Conducted due diligence reviews for business transactions and identified potential tax risks and opportunities.
• Reviewed entity structures and recommended tax-efficient organizational and operational strategies.
• Monitored legislative and regulatory changes, assessing their impact on clients and organizational tax strategies.
• Built and maintained strong relationships with clients, engagement teams, market leaders, and internal stakeholders to ensure seamless project execution.
• Maintained proactive communication with clients, reporting managers, and global stakeholders to provide timely updates and resolve issues effectively.
• Identified opportunities to secure additional client engagements and support business growth through effective stakeholder management and resource availability.
• Coordinated with external auditors and regulatory authorities during tax audits and compliance reviews.
• Led and managed teams of up to 20 tax professionals across Kolkata and Bangalore, driving productivity, engagement, and service excellence.
• Planned team capacity, allocated resources, and managed workload distribution to optimize utilization and support business requirements.
• Reviewed team deliverables, provided technical guidance, and ensured adherence to quality standards and established processes.
• Trained, mentored, and coached team members through technical, process, and corporate tax training programs to strengthen team capability.
• Developed subject matter experts ('Go-To' resources) across tax tools, technologies, and business processes.
• Conducted performance evaluations, provided constructive feedback, and supported career development through regular coaching and performance ratings.
• Drove employee engagement, retention, and recognition initiatives, including Reward & Recognition nominations and talent development activities.
• Monitored engagement progress, forecasted hours, and proactively minimized utilization variances through effective resource planning.
• Conducted regular status meetings with engagement teams to communicate project progress, utilization, timelines, and hours consumed.
• Spearheaded engagement planning, budgeting, scheduling, and delivery to ensure timely completion of tax assignments.
• Established standardized operating procedures, review checklists, and quality control frameworks for tax engagements.
• Managed tax data collection, validation, and reconciliation to ensure completeness and accuracy of tax filings.
• Developed and implemented tax process improvements to enhance operational efficiency, accuracy, and turnaround time.
• Supported tax technology initiatives by identifying automation opportunities and improving compliance workflow.

MBA - Finance & Marketing - Bharatiya Vidya Bhavan Institute of Management and Science (2011)

B.Com. (Hons.) - Accounting and Finance - University of Calcutta (2007)