Navin Venugopal

About Navin Venugopal

Navin is a Senior Manager in the Multistate Tax practice at Deloitte (Multistate Pass-through Competency and Multistate Investment Management Practice). He has managed several high-profile clients with tight deadlines successfully. His Primary Industry is Investment Management in which he works closely with PPMDs, and Clients in the United States and with his team in India. He is experienced and effective in delegating to and overseeing the work of his Managers, Seniors and Staff while working with clients to determine their needs.

Experience

1. Tax Senior Manager

   Deloitte

   Mar 2013 — Present · Hyderabad, IN

   Senior Manager on multiple high profile Deloitte Multistate projects - Multistate Pass-through Competency and Multistate Investment Management Practice.•Rotations to the United States on a Work Visa.•Work within the Practice to develop new tax planning ideas to deliver to clients.•Cost-Benefit Analysis for Clients. •Identifying potential opportunities and risks and communicate these to our clients.•Support technology improvements via automation and other technology solutions.•Manage engagement workflow and engagement team resources•Recruit, lead, train and monitor the performance of team members to maintain excellence in the client service operation.•Evaluating the effectiveness of training & development programs; formulate or review training strategy and determine appropriate instructional methodologies and formats.•Collaborate with the teams (including, but not limited to: State tax leaders, Practice leaders, Resource Managers) on scheduling, staffing, and engagement expectations.•Handling State Tax Notices for an entire region and tracking them from start to closure.•Reviewing Investor Packages/K1s/Withholding Vouchers/Whitepapers, State Partnership and Corporate blocker returns using Go-systems, One Source, SuperForms, and Deloitte proprietary software(s).•Doing Tax Research, and requesting the client to obtain additional information on taxable income and deductible expenses and allowances.

Education

• University of Kerala

  Master of Business Administration (MBA)

  2009 — 2011

• University of Kerala

  Bachelor of Business Administration (BBA)

  2005 — 2008

Skills

• Banking
• Risk Management
• Portfolio Management
• Credit
• Financial Modeling
• Credit Risk
• Fx Options
• Fixed Income
• Financial Markets
• Investment Banking
• Credit Cards
• Financial Risk
• Credit Analysis
• Business Analysis
• Commercial Banking
• Corporate Finance
• Capital Markets
• Microsoft Excel
• Microsoft Office
• Derivatives
• Financial Analysis