Naveed Mustafa
Tax Senior | Corporate & Private Equity Tax, Tax Strategy & Planning | Enrolled Agent
- Role
- Tax Senior at RSM US LLP
- Location
- Hyderabad, TG, IN
- LinkedIn followers
- 500 followers
About Naveed Mustafa
Tax Senior at RSM, specializing in federal tax compliance and delivering strategic tax solutions to the middle market. Leveraging a strong foundation in public accounting honed through experience at PwC and EY, I bring a proven track record of excellence. Recognized as 2nd Runner-up EY GDS Young Tax Professional of the Year, I demonstrate a commitment to both tax analysis and team leadership.As a Licensed Enrolled Agent (EA), I am dedicated to driving impactful tax initiatives and navigating complex tax landscapes. My focus is on providing precise and strategic tax solutions, evidenced by my ability to manage a $100 Billion revenue client portfolio under tight deadlines.Notably, I have achieved up to a 35% reduction in year-over-year tax compliance costs for clients. This reflects my commitment to delivering measurable results and maximizing client value.
Experience
Tax Senior
Apr 2025 — Present · Hyderabad, IN
Tax Senior | Private Equity Port Co. TeamHigh-impact Tax Senior specializing in complex compliance and process optimization for Private Equity portfolio companies. Recognized for driving efficiency through technological innovation and excellence in team leadership.1. Strategic Compliance & Transactional Review: Managed the full tax lifecycle for 10-15+ PE portfolio companies concurrently, providing advanced technical review of PE-structured entities (Partnership (1065), S/C-Corp (1120S/1120)). Managed and modeled complex tax implications related to partnership allocations (waterfall) and transactional ownership changes (M&A), ensuring accurate compliance and support for timely fund reporting.2. Automation, Innovation, & Investor Relations: Spearheaded a critical technology innovation by designing and implementing an automation template for Non-Resident Partner Withholding (NRWH) forms. This cut processing time by over 90%, automating the generation of 1,500+ forms in a single day, significantly improving the speed and quality of K-1 & K-3 distribution and earning commendation from US Partners.3. Team Leadership & High-Velocity Deliverables: Mentored and developed junior staff while overseeing budgeting, staffing, and review for client engagements. Successfully managed deliverables under accelerated timelines driven by PE acquisition/disposition cycles, ensuring high-quality, timely reporting essential for fund investors.4. Recognition: Recognized as a top performer by Leadership, receiving the coveted Partner Pin at the annual conference in Mumbai for exceptional contributions to firm capabilities and client service.
Education
Kakatiya University, Warangal
M.Com, Financial Accounting
Chaitanya Deemed to be University
Bachelor of Commerce - BCom, Accounting and Business/Management
All India Management Association (AIMA)
PGCM - Public Accounting, Accounting and Finance
International Indian School, Jeddah
Schooling Till XII
ACCA
ACCA qualification, Auditing, Finance, Accountancy
2019 — 2023
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.