Sanish Tuladhar
Sydney
Summary
Accomplished Tax Manager with over a decade of experience in asset and wealth management taxation, specializing in US Regulated Investment Companies (RICs). Expertise in tax calculations, process automation, and workflow optimization using Alteryx and Excel. Skilled in leading teams, training professionals, and improving tax reporting accuracy. Seeking an opportunity to apply technical expertise and leadership skills in a dynamic financial services environment
Overview
12
12
years of professional experience
Work History
Tax Manager for Asset and Wealth Management
PwC India
06.2021 - 01.2024
- Led teams for both Chanel I and Chanel II Clients for US Regulated Investment Companies (RIC)
- Developed strong client relationships by consistently delivering high-quality service and prompt communication.
- Managed complex tax adjustments related to Wash Sales, SWAPs, 1256 contracts, Straddles, Real Estate Investment Trusts (REITs), Partnerships, Defaulted Securities, Passive Foreign Investment Companies (PFICs), Treasury Inflation-Protected Securities (TIPs), and Debt-to-Equity Analysis
- Optimized engagement deliverables and improved team efficiency by effectively coordinating with US counterparts to assign and complete tasks within deadlines
- Conducted training sessions on Provision Workbooks, Tax Returns, Excise Calculations, and Tax M1 adjustments for new and experienced team members
- Automated Excel templates and developed Alteryx workflows to streamline repetitive tax procedures
- Reviewed complex federal and state income tax returns for accuracy, ensuring timely filing and compliance with applicable laws.
Assistant Tax Manager
Ernst & Young LLP
05.2014 - 05.2021
- Prepared and reviewed tax returns for Channel I and Channel II clients for US Regulated Investment Companies (RICs)
- Reviewed taxable income provision calculations, prepared and e-filed extensions, and reviewed excise tax calculations
- Trained staff and senior team members and was selected to lead a new RIC team in Gurgaon to establish RIC processes
- Worked on Security Analysis Tools for PFICs, Wash Sales and Straddles
- Managed and coordinated engagements with the US and India team to make sure all deliverables are completed within deadlines
Senior Executive (Stockbroker)
Angel Broking Pvt. Ltd
07.2013 - 03.2014
- Monitored domestic and global events impacting the stock market
- Executed stock trades with precision and speed as per client instructions
- Built relationships with clients to understand their investment needs through profiling and meetings
- Provided wealth management services and investment advice
Intern at FOREX department
Nabil Bank Ltd
05.2012 - 06.2012
- Assisted customers with remittance-related queries and document verification
- Monitored and analyzed foreign exchange rates
Education
Masters of Business Administration - Working Professionals
Jain University
01-2020
Bachelor of Business Management - BBM
Alliance School of Management
01-2013
Higher Secondary Education Board -
United Academy
School Leaving Certificate Examination -
Triyog High School
Skills
Effective Time Management
Consistent Work Performance
Analytical Problem Solving
Adaptable Learner
Dependable Performer
Training Facilitation
Proficient in Alteryx and Excel Automation
Proficient in Microsoft Office Tools
Proficient in Organization-Specific Tax Analysis Tools
Personal Information
Visa Status: Holder of an Australian Partner visa with full working rights.
Languages
English
Native or Bilingual
Nepali
Native or Bilingual
Hindi
Professional Working
Timeline
Tax Manager for Asset and Wealth Management
PwC India
06.2021 - 01.2024
Assistant Tax Manager
Ernst & Young LLP
05.2014 - 05.2021
Senior Executive (Stockbroker)
Angel Broking Pvt. Ltd
07.2013 - 03.2014
Intern at FOREX department
Nabil Bank Ltd
05.2012 - 06.2012
Masters of Business Administration - Working Professionals
Jain University
Bachelor of Business Management - BBM
Alliance School of Management
Higher Secondary Education Board -
United Academy
School Leaving Certificate Examination -
Triyog High School
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