Vidhathri V

Dynamic finance and tax professional experience in US Tax, Hedge Fund & Private Equity engagements, transitioning into Risk Management with strong understanding of Enterprise & Financial Risk frameworks. Proven expertise in identifying, assessing, and mitigating risks within financial services industry, including market, credit, operational, liquidity and regulatory risks. Skilled at analysing large datasets using SQL, Python, Excel & BI tools to uncover risk trends, detect anomalies and support decision-making through insightful dashboards.

Hands-on experience working with complex investment structures and financial products, ensuring compliance with US tax laws and mitigating risk exposures.

Hedge Fund Associate (Financial Services Tax Associate Hedge Funds and Private equity) - RSM US LLP

(2023-09)

• Preparing complex Form 1065 Federal Partnership tax returns, including extensions and estimated computations, for diverse alternative investment structures.
• Delivering end-to-end partnership tax compliance services to marquee Financial Services clientele while ensuring adherence to stringent regulatory timelines.
• Developing high-quality workpapers and tax packages aligned with US Tax Code and ASC guidance for hedge funds, private equity, venture capital, and fund-of-funds.
• Drafting Schedules K-1, K-2, and K-3 with precision while incorporating SALT and cross-border tax considerations to maintain reporting transparency.
• Deploying deep domain expertise on hedging mechanisms (wash sales, straddles, options, swaps) to support tax optimization and risk mitigation strategies.
• Identifying potential tax exposure areas and proposing innovative, value-add solutions to resolve complex technical issues.
• Managing high-touch client relationships and facilitating proactive stakeholder communication to enhance service delivery excellence.
• Analyzing voluminous investment datasets and implementing data-driven strategies to minimize financial, liquidity, credit, and market risks.
• Leveraging subject-matter knowledge of investment company operations to align tax treatments with front-office deal structuring activities.
• Collaborating with cross-functional teams to continuously evolve tax processes through agile and transformative best practices.
• Monitoring evolving regulatory frameworks and ensuring up-to-date compliance across federal, state, and international tax regimes.
• Generating insightful tax status reports and providing frequent progress updates to leadership for informed decision-making.

US Tax Analyst - Ernst & Young LLP (GDS)

(2021-01 - 2023-01)

• Executed multi-state property tax return preparation utilizing leading platforms such as PTMS and OneSource, ensuring jurisdictional compliance across diverse geographies.
• Prepared and reviewed complex indirect tax filings, including state and local returns, notices, and reconciliations, driving stringent tax governance adherence.
• Demonstrated strong tax technical acumen spanning accounting principles, regulatory interpretation, issue resolution, and client engagement.
• Processed and filed high-volume state tax bills and notices across numerous jurisdictions, minimizing exposure to penalties and interest.
• Collaborated seamlessly with cross-border teams (US-India) to deliver exceptional client service through strategic and proactive communication.
• Resolved intricate tax, financial, and compliance issues, escalating critical matters to leadership while delivering risk-mitigation recommendations.
• Generated analytical reports including state consolidation and asset status dashboards to forecast tax liabilities and support strategic advisory.
• Identified and assessed tax-related risks inherent to the financial services industry, advising clients on controls to monitor and reduce exposure.
• Optimized indirect tax strategies through innovative planning initiatives resulting in significant tax savings and operational efficiencies.
• Ensured accurate and timely submission of indirect tax returns in accordance with evolving US state statutes and regulatory mandates.
• Analyzed technical tax positions to proactively manage controversial tax issues and supported dispute resolution with tax authorities.
• Leveraged advanced research and analytical competencies, along with tax technology tools, to streamline tax compliance processes and strengthen reporting integrity.

MBA/PGDM - Information Technology - Bangalore city university (2021)

B.Sc - Computers - Bangalore University (2019)

12th (2016)

10th (2014)