Mohith Kumar Email & Phone Number

Chicago, Illinois, Us

Chicago, Illinois, Us

High Networth Individual ClientsTrust Returns

Chicago, Illinois, Us

High Net worth Individual ClientsTrust Returns

Gb

High Networth Individuals. Trust Returns.Gift Tax Returns.• Maintaining relationships with clients, contacts, brokers and retrieve information required to prepare tax returns.• Responding to IRS notice.• Billing, WIPS.• Quarterly Projections.

Chicago, Il, Us

1. Reviewing High Net worth Individual returns, Trusts & Estate tax returns. Reviewing Investment Partnership returns (private equity). 2. Overseeing multiple client engagements from initiation to completion, including the planning, execution, and delivery phases for tax projects.3. Perform extensive research on various tax matters, utilizing sophisticated tax software to prepare and process returns and research tax matters.4. Managing team, coaching and mentoring staff. Responding to IRS Notice.5. Managed all aspects of compliance engagements for flow-through entity which include Private equity, Fund of Funds and Investment Partnerships.6. Reviewing complex federal allocation, state K-1's allocation work papers for Investors. Calculating distributive partner’s source income for Investors.7. Direct interaction with clients over tax technical issues and open items. Attending client calls every week discussing agenda and goals.8. Enrolled Agent & CPA Candidate (PA) state.Contact - 267-304-9079.

Chicago, Il, Us

1. Reviewing High Net worth Individual returns. Reviewing Investment Partnership returns (private equity). Managing team, coaching and mentoring staff.2. Required to manage staff ranging across several ranks (Analysts, Associates, and Senior Associates) with efficiency.3. Broad exposure to High Net worth Individual, Private Equity, Fund-of-Funds.4. Playing Manager/Owner Role on all engagements assigned.5. Closely involved with Schedulers/ Resource Managers to find resources for projects and helping with client staffing.

Worldwide, Oo

1. Reviewing 1040 (PPD & Non PPD) and 1065 Investment Partnership returns. Reviewing work papers and reports. Leading a team of 18 members in Hyderabad/Delhi/New York. 2. Reviewing forms like 1042-S, 8865, 8621, 926, Schedule K equivalent, GAAP to Tax report, Tax Basis Calculation, Partner K-1’s & totals report to determine each investor’s taxable income.3. Reviewing Contribution/Distribution reports provided by client and assembling them entity wise. Reviewing client provided Organizer, Source Documents and standard work papers.4. Experience on Ipacs Model (PSG), Training staff and seniors on the Ipacs Model.5. Managing multiple clients with different managers and completing work on given deadline. Finding open items and escalating to managers/clients. Managing & Training the team.6. Playing Manager Role on all engagements assigned.

London, Gb

1. Preparing & Reviewing of Expatriate US Individual Tax returns using US IncomeTax Laws and IRS Regulations.(Complexity includes claiming 911 exclusions, 1116credits, multi state returns). Determining if the TP qualifies for Bona fide residence or physical presence.2. Preparation of Inpatriates Individual Tax returns using treaties to optimize for abeneficial tax position, which also includes preparation of 1040, 1040DS & 1040NR.3. Helping firm in recruiting efforts. Facilitating tax technical sessions for new hires.4. Acting Team lead on multiple projects as required.

Master'S Degree, Accounting And Finance

Bachelor'S Degree, Bachelor Of Commerce

High School, Mathematics