If you are interested in this candidate, please contact Richard Lalchan via email rlalchan@cerfinancial.co.uk or call on 0207 626 6065.

00356922

PROFILE:

Senior U.S. Tax professional with 7+ years of Big Four and consultancy experience delivering U.S. corporate and partnership tax compliance and advisory services to multinational and financial services clients. Strong expertise in preparing and reviewing complex U.S. federal and state tax returns, managing client portfolios, budgets, and timelines, and providing technically sound solutions using authoritative tax research. Experienced in client-facing roles, mentoring junior staff, and collaborating with global teams. Pursuing Enrolled Agent (EA) certification.

SKILLS:

• U.S. Corporate & Partnership Tax Compliance (Forms 1120, 1065, 1120-PC)
• U.S. Federal & Multi-State Taxation
• Review of Complex Returns & Workpapers
• Client Portfolio & Relationship Management
• Budgeting & Engagement Management
• Tax Technology: ONESOURCE, GoSystem RS, CCH Axcess, Alteryx
• U.S. Tax Research (IRC, Treasury Regulations, IRS Guidance)
• Technical Advisory & Client Communication
• Team Review, Coaching & mentoring.

CERTIFICATION:

• Alteryx Foundation Certificate (KPMG)
• Business Tax Foundations – LinkedIn Learning
• Enrolled Agent (Internal Revenue Services - US) – Pursuing
• Association of Tax Technician (ATT) – Pursuing

CAREER HISTORY:

December 2025 – Present

Investment Management / Business Advisory

Business & Finance Consultant

• Support U.S. tax and finance compliance engagements by assisting with process improvements, control enhancements, and documentation aligned with regulatory and professional services standards.
• Analyse financial and tax data to identify reporting gaps, inefficiencies, and opportunities for automation within tax compliance and reporting workflows.
• Collaborate with cross-border stakeholders to ensure consistent application of tax processes, reporting standards, and compliance requirements across jurisdictions.
• Prepare structured working papers and documentation aligned to enterprise compliance and reporting platforms.

April 2025 – November 2025

Retail Sector

Brand Ambassador

• Supported data validation, reconciliation, and controls testing in a highly regulated environment.
• Liaised with operations, finance, and reporting teams to ensure accurate, audit-ready documentation.
• Identified data inconsistencies and escalated issues, reinforcing data governance and reporting accuracy.

February 2024 – March 2025

Tyre Shop

Administrator (Volunteer)

• Managed PAYE compliance and HMRC submissions using Xero, supporting UK statutory reporting obligations.
• Assisted with process documentation, reconciliations, and internal controls, supporting technology-enabled compliance workflows.
• Acted as the primary stakeholder contact, explaining compliance requirements and supporting adoption of improved processes.

July 2021 – September 2023

Big 4

Assistant Tax Manager

• Managed personal portfolios of 20–30 entities, overseeing deadlines, budgets, and client communications.
• Reviewed and managed complex U.S. corporate and partnership tax returns for multinational and financial services clients, including consolidated federal and multi-state filings.
• Acted as a key liaison between clients, offshore teams, and technology specialists, translating business requirements into structured deliverables.
• Supported tax process automation initiatives using Alteryx and standardised templates, improving efficiency and data accuracy.
• Coordinated schedules, risks, and deliverables across multiple engagement teams.
• Attended client meetings alongside senior team members to discuss technical positions, timelines, and deliverables.
• Mentored junior team members and supported knowledge sharing and change adoption initiatives.

July 2019 – July 2021

Big 4

Senior Tax Associate

• Reviewed complex U.S. corporate and partnership tax returns for multinational clients with revenues exceeding $200M.
• Supported high-volume state filings and complex multi-entity structures.
• Provided technical guidance to engagement teams using IRC and IRS guidance.
• Participated in client meetings and collaborated with U.S. onshore teams and partners.
• Supported process improvements and automation initiatives using ONESOURCE and Alteryx.

May 2018 – May 2019

Big 4

US Advanced Tax Analyst (GCR – Central)

• Prepared and reviewed U.S. federal and partnership tax returns for manufacturing, trading, and real estate clients.
• Conducted U.S. tax research and supported advisory responses to technical queries and IRS notices.
• Ensured high-quality documentation and audit-ready workpapers.

January 2016 – April 2018

Big 4

US Tax Consultant I (Cincinnati Home office)

• Prepared U.S. corporate and partnership tax returns, including foreign information reporting (Forms 5471, 8858, FBAR).
• Analysed partnership agreements and complex allocation methodologies.
• Supported senior team members with technical analysis and client deliverables.

September 2013 – December 2015

Professional Services

Associate Content Analyst

• Partnered with financial services clients to understand business and reporting requirements.
• Collaborated with product and technology teams to influence enhancements and deliver client demos.
• Analysed workflows, identified gaps, and supported data-driven solutions.

ACHIEVEMENTS AND STRENGTHS:

• Spot Award for exceptional client service (2022)
• Top Performer of the Week (2018)
• Deloitte Spot Award for quality and efficiency (2017)

EDUCATION:

2023 – 2024: University

Msc Accounting & Finance

2011 – 2013: VTU

MBA

TECHNICAL:

Microsoft Office Suite (Advanced):

• Excel: Expert-level proficiency with advanced functions including pivot tables, XLOOKUP, INDEX-MATCH, SUMIFS, conditional logic, and dynamic array formulas. Used extensively for preparing and reviewing complex tax workpapers, automating compliance templates,
• conducting variance and reconciliation analysis, and supporting tax provision calculations (ASC 740/IAS 12). Skilled in Power Pivot for data transformation and large-scale reporting.
• Word: Proficient in drafting and formatting client deliverables, tax technical memos, and advisory reports, ensuring accuracy, clarity, and consistency in line with Big Four
• documentation standards.
• PowerPoint: Experienced in creating executive-level tax planning presentations, internal strategy decks, and client-facing materials that clearly communicate technical insights and compliance updates.
• Outlook: Efficient in managing high-volume correspondence across global teams and clients, coordinating multi-jurisdictional engagement calendars, tracking deliverables, and ensuring
• timely responses in a fast-paced deadline-driven environment.

Taxation and Workflow Tools:

• GoSystem Tax RS / CCH Axcess: Hands-on experience with U.S. federal and state tax return preparation and review for corporate (1120), partnership (1065), and high-net-worth clients.
• Thomson Reuters OneSource / Corptax: Familiar with U.S. corporate tax compliance, provision (ASC 740) and e-filing processes for multinational clients.
• Alteryx: Used for automation of tax data workflows, data cleansing, and validation, reducing manual efforts and improving turnaround time.
• BTE / Smart Automation Tools: Contributed to tax process optimization by building reusable templates and integrating data automation to support compliance and advisory teams.
• Data Visualization and Analytics Support: Leveraged Tableau during tenure at KPMG and PwC to assist managerial teams and collaborate with U.S. counterparts. Supported tax analytics and reporting by transforming complex tax data from GoSystem and CCH platforms into actionable visual insights, contributing to improved workflow efficiency and informed decision-making.

References Available Upon Request

If you are interested in this candidate, please contact Richard Lalchan via email rlalchan@cerfinancial.co.uk or call on 0207 626 6065.

To view other CV's please click here.