Tushar Bhatt

• I lead a dynamic team focused on streamlining processes and ensuring regulatory adherence in tax reporting. Leveraging advanced skills in process automation and Excel visual basic, I develop and implement innovative solutions to optimize tax reporting workflows. From testing processes across multiple environments to managing new projects and client onboarding, I ensure smooth operations and regulatory compliance.
• My expertise extends to managing various investor tax deliverables across countries such as Germany, Belgium, and Italy, encompassing intricate requirements such as German equity ratio, Belgian TIS and asset test, and Italian inheritance tax reporting. Committed to excellence, I continuously enhance existing processes to improve efficiency and functionality while meeting internal and external audit standards.
• In addition to my technical proficiency, my leadership abilities shine through in my evaluation of team members, facilitation of meetings, provision of training, and strategic allocation of teamwork. By fostering a collaborative environment, I drive exceptional performance and results within the team.

• In my previous role, I spearheaded the management of a wide range of investor tax deliverables, ensuring compliance with various countries' requirements such as Germany, Belgium, Korea, and Italy, covering areas like capital gains tax and inheritance tax. I also oversaw MiFID reporting on a monthly and ad-hoc basis.
• My responsibilities included analyzing daily tax figures, approving tax calculations, and meeting internal and external auditor requirements. Additionally, I managed procedures to comply with audit standards while onboarded new clients and established the Investor Tax service platform.
• I took a proactive approach to develop existing processes, constantly seeking added value and enhancing efficiency wherever possible. Monitoring SLAs and KPIs was crucial, ensuring operational excellence and client satisfaction.
• Moreover, I conducted performance evaluations, held 1-1 meetings, provided training, and allocated teamwork to drive team performance and foster a collaborative environment.

• In my previous role, my primary focus was on ensuring the timely completion of daily investor tax "equity ratio, inheritance reporting, belgian-tis and asset test" deliverables, meeting stringent SLAs. I also oversaw the monthly MiFID reporting and corporate tax computations for UK Funds using the Alpha Tax system.
• Additionally, I was analyzing daily tax figures to ensure accuracy and compliance. This involved approving tax calculations, generating reports for clients and auditors, and working closely with the accounting system to analyze results and create final reports.
• Furthermore, I maintained a strong client focus by actively participating in onboarding new clients for the Investor Tax service.

I played a crucial role as a subject matter expert in master data standards. I led continuous improvement efforts by identifying opportunities within master data management processes and proposing actionable solutions. Additionally, I analyzed large datasets, drew insightful conclusions, and presented findings in narrative or visual formats. My responsibilities also included compiling, cleaning, and manipulating data to ensure accuracy and proper handling.

I managed critical aspects of financial operations. This included assessing customer credit references and approving credit lines, as well as investigating accounts with balance discrepancies using accounting software. Additionally, I oversaw the generation and distribution of monthly customer statements and directed day-to-day collections activities. Maintaining meticulous records of customer accounts, payments, and payment plans was also a key aspect of my role.

In my role as a Parallel Run Transition Specialist, I'm entrusted with orchestrating the transfer of processes from Lodz, Poland, to Pune, India. This entails coordinating parallel operations, ensuring uninterrupted business continuity, and fostering collaboration among stakeholders to facilitate a seamless transition. By meticulously planning and executing each step of the process, I play a crucial role in ensuring the successful transfer of responsibilities while upholding stringent quality standards and minimizing disruptions to client services.

In my previous role as a Project Lead for the Parallel Run initiative, I spearheaded efforts to optimize processes and drive efficiency. Utilizing my Six Sigma Yellow Belt certification, I led a project resulting in significant cost savings equivalent to eliminating two full-time positions. My responsibilities included identifying improvement areas, implementing solutions, and contributing to program development, such as OEMS.

As an Account Receivable Accountant in my previous role, I managed financial processes using systems like Vision 2 and Pecas ERP. Responsibilities included customer data maintenance, billing, reconciliation, and resolving AR issues. I communicated resolutions to clients, provided expertise to teams, and ensured compliance with AR policies. Additionally, I handled rush invoice requests and resolved payment rejections, ensuring financial accuracy and balance.

As a Customer Support Representative in my previous role, I provided comprehensive assistance to customers, resolving queries, facilitating sales, and promoting services including SIM cards. I guided both existing and new customers on service usage and troubleshooting, ensuring their needs were met efficiently. Through coaching and support, I contributed to positive customer experiences and enhanced sales outcomes.

As a Human Resources Intern, I handled administrative tasks including answering employee queries, managing mail, updating data systems, scheduling appointments, and preparing reports and spreadsheets.