Shatrupa Sarkar

Tax Senior, with relevant 9+ years of experience in analysis & reporting, has been instrumental in conducting reporting & analysis. Managing team, taking initiative, successfully delivering quality service within the SLA

Tax Senior - Deloitte Tax Services India Private Limited - Kolkata

(2020-08)

Worked with the Lead engagement team on all the global processes like initiations, mailbox management, network updates, communicating with the local offices on a day-to-day basis

• Handled global compliance season for 60+ countries from USI who uses GA Organizer, Paper organizers. Managing the delinquent and close out processes to ensure that database is updated on a regular basis
• Doing extensive reporting for Dashboard via GA Tracker and coordinating with the global offices regularly
• Taught junior staff how to do analysis, resolve discrepancies and maximize efficiency
• Identified impactful regulations and incorporated changes to comply with new requirements
• Reconciled tax projects with the Authorization list for the Assignees who would be receiving Tax services
• Helped Clients maintain full compliance with diligent application of best practices
• Reviewed Compliance reports to correctly ascertain where we stand with the Returns moving out/ In house
• Understanding working of different GA Tools used by GES professionals, mainly GA Admin Tile (Portal Administration), Mobility Management
• Extensive knowledge of GA Tracker, GA organizer and calendars, GA tracker reports used for organizer, calendar, messaging, TEQs etc
• Active involvement in GA User testing to suggest improvements and test new implementations
• Received awards for the quality of work and client service
• Received positive feedback from the client during their first visit to USI office
• Global compliance work stream lead under the UK GMO Team ensuring that all the GMO engagements are using the best practices and tools for compliance projects setup and organizer release. Also, aiding with Tracker cleanup and authorization list preparation process
• Managing a team of 3 individuals ensuring that work is being delivered on a timely basis, checking their utilization and efficiency
• Being proactive in communicating to the engagement teams about work status, perceived pressure points, potential issues, flagging where additional resource will be required
• Demonstrating strong knowledge of business and acting as a role model for the team members to emulate
• Identifying risk and proposing mitigations, acting as the first point of contact for engagement team and global offices
• Leading the management of teams, processes, and client delivery for all the engagements falling under my team
• Leading meetings, trainings, and presentations as an acting team lead
• Providing regular feedback to the team members and seeking feedback to address own developmental areas
• Producing and leading training sessions and creating process guides for all the best practices
• Supporting appraises and helping them develop their skills and knowledge, thus investing in their career development
• Participation and facilitation of various GES trainings for peer group
• Preparing and reviewing high quality reporting and analysis information to be sent to the lead offices on regular intervals providing them detailed information with comparisons of work done throughout the year, highlighting the inflow of work and efficiency. These reports also enable to identify peak times for any work stream and thus helps us in proactively planning resources
• Acting as a go to person for best practices for the team
• Leading engagement from USI and helping the lead office with Transition activities and business as usual

Senior Tax Associate - PWC SDC - Kolkata

(2014-05 - 2020-02)

• Role included coordination with the client offices and other PWC offices worldwide
• Meeting client expectation i.e. TAT, continuous follow ups for movement of deliverables of Assignee's E-filing and Publishing within the TAT
• Assisting supervisors in meeting the overall team goals
• Publishing of US Tax Returns for Individuals
• Analysis of documents and reports provided by the clients – Tax questionnaire
• Publishing of FBARs
• Knowledge of Streamline returns and publishing of the same as per compliance
• Supervising high-performing teams and sharing my professional knowledge with the new hired team members
• Building relationships at all levels both internally and externally at client level (handling of escalation (meeting of TAT/ SLA), promoting a culture of collaboration
• Preparing practical recommendations to some of our clients' most complex tax issues in regard to FBAR, Tax return E-Filing
• Participate in client meetings, calls and work within a team environment to deliver integrated tax services to clients (Initiation, Briefing scheduler, Publishing, E-Filing)
• Coordinating with foreign office & third-party vendors to collate information related to assignment
• Tax Briefing and Tax Returns Support and Coordinating with PwC offices worldwide (Flat Files, Assignment details)
• Pulling Tax Data Organizers and making it available to the tax returns preparer
• Package of Tax returns and saving in DMS (Data Management System)
• Utilize available resources and guides to enhance process knowledge from time to time
• Was responsible for review of deliverables actioned by team members before handing them to Supervisor
• Contribute to team discussions and share knowledge for the benefit of the group
• Understanding of assignment instructions and applies them as directed by the client seeks guidance when needed over the calls
• Attention to detail, deadline oriented and able to manage time
• Respecting and maintaining confidentially of client, staff and firm information

MBA - Finance - Bengal Institute of Business Studies (2013-08 - 2015-07)

Masters - Commerce - Lucknow University (2011-06 - 2013-05)

Bachelor - Commerce - Navayuga Degree College (2008-05 - 2011-05)

CBSE (12th) - Navayuga Radiance (2006-04 - 2008-05)

ICSE (10th) - S.T Paul's School (2005-04 - 2006-06)