Deepthi Nandan Email & Phone Number

Hyderabad Area, India

Greater New York City Area

Manage a group of Tax Analysts and Customer Support Associates carrying the overall responsibility to prepare, review and coordinate the US & Indian Tax Return Planning and Preparation Process by analyzing, researching and identifying client planning scope, and accurately and timely filing tax returns resolving escalations in the most diligent manner that a practicing environment demands. Responsible for conducting an ethical and desirable tax practice scope yet achieve identifiable planning gaps for maximizing client’s tax savings. Build marketing & sales pipeline, generate new leads, prospective databases through various sources, follow up on inquiries qualify new leads, and achieving personal targets on an ongoing basis.

Responsible for addressing customer communication (like scheduling an existing customer for the next tax season; answering certain simple queries that client’s may want us to respond while deciding to choose IBSN as service provider; tracking documents flow; following up on receivables and client confirmations; directing all process communication to the concerned process team and finally ensuring timely mailing of all paper filing tax returns. Tabulate Tax Summaries, handle Customer Clarifications/Primary Escalations and obtain Client Confirmation for timely and accurately filing their tax returns.

Pursuing Irs Enrolled Agent Exam Course, Taxation For Individuals, Corporates, Estates & Trusts

Mba, Finance & Hr