Uttam S.

Experience

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  HDFC Bank

  May 2018 - Jul 2018

  Project Trainee

  Project Title: Establishing a Strong Digital FootprintPGDM Summer Internship completed at HDFC Bank and was given the responsibility of promoting the usage of digital banking services by the existing customers. This also included conducting a survey to read and analyze the customer perception about the digital services and finding the areas of improvement which could lead to an increase in the digitally active customer base of HDFC Bank. Also handed over the responsibility to generate business for the bank along and was successful in roping CASA. Show less

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  Deloitte

  Nov 2019 - Dec 2021

  -In charge of reviewing Individual Tax Returns of intermediate complexity- Preparation of Tax Returns of Intermediate to Difficult complexity- Working on BNA Income Tax Projections- Part of PPMD Year end projections and Estimate preparation -Upfront review of the details provided by the assignee,-Assessment of the suitable and beneficial Federal and State return position based on the information,-Preparation of the Workpaper Support File for ease in review and signing stages,-Preparation of the Federal & State Return,-Preparation of FBAR/ PFIC and other relevant schedules,-Preparation of Form 1116 and 2555, to ascertain net double taxation

  • Tax Consultant - II

    May 2021 - Dec 2021

  • Tax Consultant

    Nov 2019 - May 2021
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  RSM US LLP

  Jan 2022 - now

  - Softwares used: CCH Axcess, BNA Income Tax Planner, SurePrep, OneSource Trust Tax, Caseware & MS- Office Suite- Preparation of complex Expat/Inpat Individual returns - Global Mobility team, - Preparation of advance Tax returns for the PCS | HNI clients,- Reviewing Individual Tax returns prepared in the USI & US Offices,- Preparation of US Trust Tax Returns, Form 1041,- Conducting internal trainings for the employees of Global Mobility from the US & USI Offices,- Preparation of Training material for the new hires joining the firm,- Client interactions and communications Show less

  • Tax Senior - 1

    Jul 2023 - now

  • Associate II

    Mar 2023 - Jun 2023

  • Associate I

    Jan 2022 - Feb 2023