Kumail Soni, CPA

Experience

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  Paragon Constructors Pvt Ltd

  Jun 2010 - Jul 2010

  Accounting Intern

  • Prepared client monthly financial statements• Prepared monthly bank reconciliations• Improved efficiency of MS Excel templates by integrating formulas, resulting in extra time to assist in forecasting shipments• Monitored expenses that were billed to clients

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  Southern Illinois University, Carbondale

  Aug 2011 - May 2012

  Teaching Assistant for Economics Professor

  • Organized all lecture material including slide presentations, homework solutions, and student handouts• Responsible for weekly study group sessions and homework tutoring assistance

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  DePaul University Department of Finance

  Oct 2012 - May 2013

  Tutor

  • Supervised and was responsible on average for a group of fifteen students• Assisted the students with their homework and test preparation• Engaged in different activities such as interactive games and taking students to the gym to promote an active learning environment

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  DePaul University

  Sept 2013 - Feb 2015

  Desk Receptionist

  • Responsible for monitoring and controlling access at residence hall front desks• Checking identification of individuals entering the residence halls• Registering residents and their guests in front desk software system• Assisting in emergency response situations• Enforcing Housing Services policies (especially the guest policy)

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  Cook County Treasurer's Office

  Jan 2014 - Jul 2014

  Tax Intern

  • Assisted low income families and individuals with tax preparation and filing • Calculate tax refunds and compare court order amounts for compliance purposes• Research and audit property tax refunds due to taxpayers • Facilitate the distribution of the tax funds to approximately 2,200 local government agencies that have the jurisdiction to collect taxes. The agencies include school districts, villages, cities, townships, park and forest preserve systems, libraries, public health and safety agencies, election authorities, economic-development agencies and bonds to pay for public-work projects Show less

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  Grant Thornton LLP

  Mar 2015 - Aug 2015

  Tax Intern - Global Mobility Service

  • Prepared 74 US individual income tax returns for inpatriate and expatriate taxpayers with little to no review points to ensure compliance • Prepared cost projection calculations to determine the tax cost for the international assignments for expats • Researched various tax matters in the IRS tax code to assist clients in determining the tax treatment of dividend income if dividends are considered either “qualified” or “nonqualified” • Prepared tax equalization calculation for the international assignments of workers in multinational corporations • Drafted notice response for the IRS • Worked closely with partners, directors, managers, and staff to integrate practice development skills into a team approach to client service and new business development Show less

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  Crowe Horwath LLP

  Jan 2016 - Apr 2018

  Tax Associate

  • Prepared consolidated federal tax return and state and local income and franchise tax returns.• Prepared schedules supporting various book-to-tax differences.• Prepared quarterly estimate and extension calculations and payments.• Prepared quarterly and year-end ASC 740 tax provision.• Reconciled monthly activity in general ledger tax accounts.• Provided assistance with federal and state tax audits.• Maintained fixed asset records for tax depreciation.• Researched technical issues and assist with special projects. Show less

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  Deloitte

  May 2018 - Aug 2020

  • Perform a detailed technical review of partnership, corporate, and individual federal tax returns and reviewing all related work papers• Performs international tax compliance using Forms 5471, 5472, 1118, 8865, 8858 and section 965• Coordinate with client’s tax and finance departments on tax planning and compliance data gathering • Perform a detailed review on income tax provisions in accordance with ASC 740• Prepare Global Intangible Low-taxed Income (GILTI) and Base Erosion Payments of Taxpayers with Substantial Gross Receipts (BEAT) calculations• Research federal tax legislation to assist in understanding the impact on compliance and consulting• Assist with various tax consulting projects including research and writing projects related to federal tax planning, restructuring, controversy, and accounting for income taxes• Assist with engagement workflow management and supervise tax consultants and interns on assigned engagements Show less

  • Senior Tax Consultant

    Jun 2019 - Aug 2020

  • Tax Consultant II

    May 2018 - Jun 2019
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  Northern Trust Corporation

  Aug 2020 - Dec 2021

  Second Vice President | Corporate Tax
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  LaSalle Investment Management

  Jan 2022 - Mar 2024

  Tax Manager - Global Finance
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  Cerity Partners

  Mar 2024 - now

  Tax Manager