Ann John Kottil
US Charitable Trust Taxation and Risk Management Services
- Role
- Tax Senior at EY
- Location
- Bengaluru, IN
- LinkedIn followers
- 500 followers
About Ann John Kottil
I serve US Tax Exempt organizations, including private foundations, public charities (990, 990-PF, 990-T, 1041, 5227). I am an experienced Tax Senior and an experienced project manager handling various project teams. Skilled in US Charitable Trust Taxation, Microsoft Excel, Risk Management, Corporate Finance, Managerial Finance, and Derivatives.
Experience
Tax Senior
Jan 2022 — Present · Bengaluru, IN
Currently employed as Acting Manager heading the team in India at different locations such as Hyderabad, Kochi, Chennai and Bangalore, with responsibility of Managerial level review of tax returns, training and developing the team in India and various other overseas locations. • Conducted all India Training program for Charitable Trust Taxation. • Field of Expertise - US Trust Taxation / Fiduciary/Trust Tax Services. Exempt organizations. • Well versed in Forms like 990, 990-PF, 990-T, 1041, 5227, 1099, 1023, 8275R, 926. • Reviewing and Verifying assisting compliance documents, Bank statements, account worksheets and workbooks and Resolving US Federal and State notices through research and discussion with respective tax officers. • Data Review of account transactions using Thomas Reuters OneSourceTrust Tax Tool (OTT). • In-charge of Tax Closing Memos / Tax Clearance Requests (TCM\'s/TCR\'s) and New Account setup. • Direct Interaction with US clients and addressing client concerns. • Was part of the Centre of Excellence team and helped process and review 121 returns in 3 days. • Was part of the Core team handling complex accounts. • Was chosen to work on the new clients that EY acquired recently. • Maintaining 100% on time delivery of returns to clients with 100% Quality. • Earned EY Badges for Well-being, Teaming and Inclusion and Belonging. • Chosen to be a New hire Buddy for New Managers and New staff. • Won the spot award in 2023
Education
Spartan matriculation higher secondary school
12th, Business Maths, 94.25%
2009 — 2010
SRM University
Master of Business Administration (MBA), Core Finance, 9.0 cgpa
2014 — 2016
Spartan matriculation higher secondary school
10th, Business/Commerce, General, 89.9%
2007 — 2008
Womens Christian College
B.com, Accounting and Finance, 81.7%
2010 — 2013
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