Harshitha Narayani Ramesh

Tax professional with nearly 2 years of Big 4 public accounting experience at PricewaterhouseCoopers(PwC). Proven work record of preparing and auditing complex multi-state corporate and pass-through tax returns, managing Schedule K-1 data flows, and conducting technical reviews of workpapers. Experienced in mentoring junior staff, resolving tax authority correspondence, and leveraging advanced Excel models to optimize filing workflows.

Comfortable operating in fast-paced global environments and collaborating with cross-functional teams to ensure accurate and audit-ready deliverables. Active CPA Candidate with 150 educational credits evaluated and verified by NASBA. Eligible for immediate, full-time U.S. work authorization via Post-Completion OPT.

U.S TAX ASSOCIATE II at PricewaterhouseCoopers (PwC) Acceleration Centers in India (2023-06 – 2023-11)

• Delegated data preparation assignments to Associate I team members, providing constructive feedback and first-level reviews to build their technical competency in multi-state filings.
• Conducted first-level technical reviews and audited multi-state partnership and corporate tax returns (Forms 1065, 1120, 1120-S) prepared by junior staff, verifying statutory addbacks, partner tier allocations, and mathematical integrity prior to manager signoff.
• Mentored and trained incoming tax associates on standard operating procedures and tax software navigation (ONESOURCE/GoSystems), accelerating team onboarding and productivity.
• Acted as primary point of contact for junior associates, providing real-time troubleshooting for complex state tax return inputs and ensuring strict adherence to firm procedures.
• Refined and scaled automated tax calculation models using advanced Excel functions, reducing total preparation time for high-volume client engagements.
• Designed automated apportionment workpapers for complex multi-state entities, ensuring accurate calculation of state-specific sales, payroll, and property factors with minimal manual intervention.
• Conducted and headed training sessions and information update sessions for team members on a periodic basis for the purpose of being able to operate from a similar knowledge base as a team.
• Worked with Federal tax return preparation teams and Federal tax return review teams at times of high-volume tax filing deadlines.
• Authored and maintained Standard Operating Procedures (SOPs) and internal quality control checklists to standardize workpaper mechanics across the engagement team.

U.S TAX ASSOCIATE I at PricewaterhouseCoopers (PwC) Acceleration Centers in India (2022-05 – 2023-06)

• Logged 2,289+ deliverable client hours in Year 1 across financial services, corporate, and pass-through compliance engagements, earning an Impact Tier-2 rating and the Tax Excellence "Client Champion" Award.
• Prepared multi-state tax returns and supporting workpapers for diverse pass-through entities, calculating quarterly estimated payments and annual extension packages.
• Preparation of Federal tax returns at times of approaching high-volume tax filing deadlines.
• Automated the extraction and mapping of Schedule K-1 data into multi-state apportionment work papers, significantly reducing manual data entry time and reducing calculation errors.
• Analyzed client financial records, partner capital statements, and state modifications, maintaining comprehensive, audit-ready documentation to substantiate filed tax position.
• Prepared and reviewed detailed compliance reports, identifying and escalating critical inconsistencies to mitigate financial and regulatory risks.
• Coordinated directly with client stakeholders and internal teams to resolve inquiries and clearly communicate complex compliance requirements.

WEALTH FINANCE INTERN at CPMS FinServ (2021-05 – 2021-07)

• Designed comprehensive, client-facing presentation decks outlining long-term wealth creation strategies and the mechanics of diverse financing tools.
• Developed visual informational materials for senior advisors to use in client meetings, simplifying complex investment concepts and asset allocation strategies.
• Authored detailed comparative analysis reports on prevailing market offerings, including mutual funds, equities, and fixed-income savings products for purpose of supporting portfolio construction.
• Conducted quantitative and qualitative research on stock market trends and mutual fund performance, synthesizing data into actionable investment briefs for the advisory team.
• Streamlined the gathering of financial data from prospective clients through authorized personal interviews and designed personal surveys, ensuring accurate documentation for initial wealth planning assessments.

Associate of Applied Science (AAS) in Financial Services Options – Raritan Valley Community College (2024-08 – 2026-08)

Master Of Business Administration (MBA) in Finance with Business Analytics – Amrita School Of Business (2020 – 2022)

Bachelor Of Commerce (Bcom) in E-Commerce/Electronic Commerce – PSGR Krishnammal College For Women (2017 – 2020)