Rakesh S Kukde
30 Alana Avenue, Quakers Hill,NSW
Summary
PROFILE SUMMARY An erudite professional, with more than 10+ years of experience in Canada and US Taxation . Accomplished Tax Consultant with experience leading and delivering complex tax assignments. Coordinates communications between clients, accountants and CRA/IRS to progress returns and achieve deadlines. Self-motivated with initiative to manage multiple projects simultaneously.
Overview
17
17
years of professional experience
Work History
Tax Manager
TROWBRIDGE
02.2016 - Current
- Knowledge of accurate reporting on tax returns by identifying, researching and Expatriate / Inbound (foreign nationals) Individual Tax Returns & Equalization (Form 1040 & T1)
- Preparation and review of tax equalization statements and hypothetical tax returns
- Continuously doing tax research to facilitate team with the changes in rules and regulations
- An effective communicator with strong relationship management skills with the capability to relate to people at any level
- Support the development and execution of various operational initiatives
- CORE COMPETENCIES
- Client Interaction Regulatory Compliance, Frontload and Reviewing US & Canadian expat returns to ensure they are technically correct and ready to file
- Also worked on US-UK & US-German expat individual tax returns
- Preparing adjustment request/returns to avoid double taxation and lower down tax obligations, i.e
- Claiming foreign tax credits
- Preparation and review of responses to Canada Revenue Agency (CRA) and Internal Revenue Service (IRS) for review letter/notices etc
- Review Form 114 for Foreign Bank and Financial Accounts Reporting (FBAR) and Form 8938 for FATCA - The Foreign Account Tax Compliance Act
- To Prepare the Streamlined Filling Compliance Procedure (SFP)
- Experience in E-filing procedures and requirements in Pro FX, including clearing errors, processing packages, attachments, etc
- Responsible for leading my team to achieve the goals and performance targets, to drive their performance to meet the service level agreements
- Coaching and career development of my team
- Communicating with them the performance expectations, planning with them their career development and giving them feedback periodically and year end performance appraisal
- Leading client meetings to discuss new and ongoing work
- Working with leadership team and coordinating with global offices.
Assistance Manager
KPMG
01.2011 - 02.2017
- Reviewing - (1) Canadian Corporate tax Return (NTR & Review Engagement) 2) Canadian
- Corporate tax Return (ASPE Conversion)
- 3) US Individual and S Corporation Returns (1040& 1120)
- Book-keeping, trial balance, finalization of accounts, preparation of financial statements & tax preparation
- Investment accounting - investment write-ups, summaries, finalization, Fixed assets reconciliation, Intercompany reconciliations
- Communication with Canada and US offices with the issues faced by team members during the preparation Process
- Reviewing and preparing the 1040 Individual return (US Tax) and Checking and ensuring the quality of the return prepared by Jr
- Prepares
- Training new members joining the team
- Also lead the KPMG IES Bridge support team and managing resource.
- Supervised and delegated tasks to employees to meet key productivity targets.
- Monitored staff performance, continually seeking ways to improve team delivery for optimised financial success.
- Coached and mentored junior team members, regularly assessing knowledge and skills gaps and implementing corrective action.
- Led recruitment, hiring and onboarding activities, training new joiners in operational processes and conducting probationary performance reviews.
Sr. Associate
PwC SDC
02.2010 - 12.2011
- Job responsibilities
- Preparing Canadian & US expat returns to ensure they are technically correct and ready to file
- Preparing arrival/departure and Nonresident Canadian Individual Tax returns with various international form like T1135, T1243, T1161
- Preparation and review of tax equalization statements and hypothetical tax returns
- Liaising with tax authorities on behalf of the Canadian taxpayer/client with regards to any issues related to tax returns
- Follow-up with lines of business at client-end closure of accounting open items
- Managing relationship with clients to ensure their queries are being addressed within the SLA
- Reviewed work of junior associates, identified knowledge gaps, corrected mistakes and recommended changes to prevent future mistakes and improve performance.
Sr. Associate
Out Sourcing Partner International
02.2009 - 02.2010
- Responsibilities
- Reviewing and Preparing the 1040 Individual return (US Tax) and Checking and Ensuring the quality of the return prepared by Jr
- Prepares
- Reviewing and Preparing the 1065 & 1120 (US Tax) and Checking and Ensuring the quality of the return prepared by Jr
- Prepares
- Preparing Canada Individual Tax (T1 Returns)
- Providing training to New team members
- Preparing Consolidated report of monthly
- Attending the Client Calls
Associate
Sure Prep, LLC
02.2007 - 02.2009
- Prepare Returns of Individual for Federal as well as State in various Tax software like, Pro System FX, Go System, Lacerte, Pro Series and Ultra Tax
- Interact with seniors for Queries.
Education
H.S.C - Commerce
G.S.E.B, G.H.S.E.B
B.Com -
Gujarat University
2005
Skills
- TECHNICAL PROFICIENCY
- Tax Software (USA): CCH Access, Pro System FX, Go System, Lacerte, Pro Series, Ultra, MYOB
- Tax Software (Canada): Profile, Cashware, Tax prep, Atlas, CCH, Orion and XCM
Timeline
Tax Manager
TROWBRIDGE
02.2016 - Current
Assistance Manager
KPMG
01.2011 - 02.2017
Sr. Associate
PwC SDC
02.2010 - 12.2011
Sr. Associate
Out Sourcing Partner International
02.2009 - 02.2010
Associate
Sure Prep, LLC
02.2007 - 02.2009
H.S.C - Commerce
G.S.E.B, G.H.S.E.B
B.Com -
Gujarat University
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