Jassim KA

Experience

• 

  Deloitte India (Offices of the US)

  Jun 2010 - Oct 2018

  • Driving and Spearheading various Robotic Process Automation (RPA) project on the global mobility Tax Preparation, Return Processing and Delivery Space.• Giving training on Technology and Best Practices to mobility professional ranging from Analyst to Partner level• Supporting the global mobility engagements on signing returns which are at higher level due to complexity and can only be signed by a manager from India office• Managing the GES practice from tax technology standpoint., also responsible for sending monthly alerts on best practices and how to address several tax/technology issues• Change management: Deloitte is undergoing several changes in the software platform. Responsibility include working with all the stake holders and minimize the impact due to the change.• Key team member on building the Sharepoint site for GES practice which succeeds our traditional file sharing portal• Key player in developing and implementing Electronic Signature process for GES practice which will cut down several hours of our office admins and also enhances the client experience• Apart from the above also continue to work on the below responsibilities which I used to do when I was a senior consultant. Show less • Driving and Spearheading various Robotics Process Automation (RPA) projects• Collaborate with the Technology team in bringing more technology innovation and drive standardization of the compliance process and practice throughout the Mobility practice.• Coordinate with the technology team in developing new tools to drive standardization and efficiency• Consulting with the technology team in restructuring the tax data collector to user friendly one• Ensuring proper integration between the tax software and data collecting tools by doing rigorous testing• Initiating and bringing up to date information for the team• Point of contact for any technical and technological issue related to the current tax software• Content review and approving training materials • Develop and deliver Operational Excellence, Process Technology, and Third party vendor software training to US and Indian professionals at all levels.• High-level overview and supervision into minute matters, ensuring firms brand name is differentiated in the market, by ensuring quality in all what we do• Identified and communicated creative ideas for the next fiscal as improvements which after implementation can bring cost savings of $16,400,000 minimum• Identified the scope and risk involved with various tax return reports generation, instead of hiring new resource sourced out the junior admins and subject matter experts’ free time and developed a central team and within three months was able to clock in revenue worth $43,000 for the new team just by utilizing the idle time of professionals. If had it done how it was previously the amount of risk involved, plus overhead cost would have gone up by approximately $89,000. Show less • Managing client engagements, and review of the returns prepared by staff• Controlled 6 engagements and chaired co lead in two big engagements and handling 14 staffs• Analyzing the compensation breakdown of various client engagements in detail, validating and suggesting the client on various changes required.• Initiated various cost projection projects - implemented different methods based on my ideas and which got approved with a good rating by the manager and senior manager.• Singlehandedly dealt the VIP population of few client engagements.• Review of tax returns related to the High Net-Worth individuals• Aligning contact with the foreign offices for various client engagements on different issues.• Client contact for most of the engagements, explaining the tax forms, tax settlement and various other queries taxpayers have before or after finalizing the returns.• Diagnosing clients State information and identify various states filing requirements and file their estimated payments and extensions before the filing dates.• Initiated various training programs, guided various team member on how to cover the training the topics to include.• Hands on experience on assignee in the Technology, Oil & Gas and Infrastructure industry Show less

  • Tax Manager & Process and Technology Leader – Operational Excellence

    Sept 2017 - Oct 2018

  • Senior Consultant & Process and Technology Leader - Operational Excellence

    Sept 2014 - Aug 2017

  • Tax Senior - International Assignment Services

    Sept 2013 - Sept 2014

  • Senior Tax Analyst

    Mar 2012 - Aug 2013

  • Consultant I

    Jun 2010 - Feb 2012
• 

  Vidya Foundation Trust

  Nov 2018 - Dec 2019

  Community Volunteer

  A small foundation formed by myself and three friends all with experience in corporate background.Mainly our focus is on Information Technology, other soft skills training and career guidance for underprivileged children and youth.Every month we do at least 2 session on various part EWS areas in Kochi. So far the response has been very encouraging.

• 

  OJ Enterprises

  Nov 2018 - Jan 2020

  Partner

  Distributor and supply chain management support for branded garment in cochinCurrently sole distributor for Brands: Vilan, Ox, Zillion, Fitto, Bolt in Kochi

• 

  EY

  Nov 2018 - now

  - Building relationships, retaining and brining in new clients- GDS Tax Transformation Manager for UK and Middle East Private client practice.- Manage, mentor and develop members of tax team to greater levels of effectiveness and engagement.- Review and sign off on complex US individual income tax returns and High net worth US individual income tax returns - 1 out of the 5 Specialized signer in EY Tax chat for individuals involved with Crypto transactions- Location leader for Kochi TaxChat and Private Client Service (High Net worth Individuals) practices- Responsible for the team's utilization, on a weekly basis review the team's workflow and monitor that tasks are assigned and completed on a timely basis- Review International corporate forms like 5471, 8858- Well versed with CCH Axcess, Corptax, OneSource and various OCR Technologies. Show less

  • Senior Manager - Private Tax

    Oct 2021 - now

  • Manager - PCS TaxChat & International Tax

    Nov 2018 - Oct 2021