This document is a resume for Naveen K. Marigowda summarizing his professional experience and qualifications. Over 9 years, he has extensive experience in US partnership taxation, preparing tax returns and compliance forms, and ensuring tax compliance for investment partnerships. As Assistant Manager at Ernst & Young LLP, he led a team of tax professionals, provided training, and ensured adherence to professional standards and client service. He is proficient in US tax laws and several software programs used for tax preparation and compliance.

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NAVEEN K. MARIGOWDA
Mobile: +91-8861455955 ~ E-Mail: naveen.marigowda@gmail.com
Senior Level Assignments
US PARTNERSHIP TAXATION
Proficient in running successful method-oriented operations and taking initiatives for business excellence through process improvement
Profile Snapshot
• Over 9 years of experience in presenting a true & fair view on economic position of the organization by preparing
financial reports to evaluate accuracy, completeness and conformance to reporting & procedural standards
• Proficient in analyzing the operational practices, identifying the areas of obstruction / failures including client satisfaction,
process & technology and working on changes for qualitative improvement
• Conducted computation/review of economic allocations of taxable income of Partnerships, Tax Returns (Form 1065) &
State Tax Returns and 1120 & 1120F return
• Prepared/Reviewed partner k-1’s using firm owned Partner Forms, MS Excel templates, templates and international
reporting forms like 8865, 8621, 5471, 5472, 926, & 1042, etc.
• Ensured indirect tax compliance for investment partnerships and corporate based in United States
• Acted as Counselor for Tax Seniors, Advance Analysts and Tax Analysts
• Worked on offshore clients’ structure and U.S Tax filing requirements for clients
• Underwent projects between GTH and LLP, USA
• Skilled in monitoring & developing tax deliverables for Partnerships and Corporations such as US Partnership Income Tax
Return – Form 1065, US State Returns of US Partnerships for different states, US C&S Corporation Income Tax Returns -
Form 1120 & 1120F and US Private Equity (Goldman Sach’s Stone & Bridge), Hedge Funds (Anchorage, Eminence,
Firebird, Karsch) and Fund of Funds (Goldman Sach’s GSAM, Step Stone)
• Created & sustained a dynamic environment that fosters personal development & career progression & motivates high
performance amongst team members; imparted continuous on-job training to accomplish greater efficiency
Organizational Experience
Since Dec’06 Ernst & Young LLP, Bengaluru, Karnataka, India as Assistant Manager in Financial Services for
Asset Management Group – Indirect Tax - SALT (State and Local Tax)
Role:
• Maintaining compliance with firm’s policies & guidance and professional standards

2. • Augmenting business growth by developing & maintaining strong working relationships with key business decision-
makers, informing them of scope of services and communicating how these services benefit their organization
• Preparing budgets, determining resource requirements and
directing engagements
• Participate in managing a compliance group by assisting with
forecasting future compliance work, delegating work effectively
and resolving staffing issues
• Interfacing with:
o Clients, managing expectations and ensuring outstanding
client service; holding a team with tax professionals to
provide comprehensive tax solutions
o Offshore clients to work on US tax compliance requirements
and helping managers for planning, budgeting & analysis of
offshore client’s engagements
• Conducting reviews of tax case laws; developing opinion papers
• Determining all information required to ensure/complete
accurate tax compliance products within the budget;
formulating a plan to gather/communicate information
• Extending timely & high-quality services and work products that
exceed client expectations
• Leading staff & other junior tax professionals by providing
effective performance feedback and ensuring team responsibilities are consistent with skills & developmental goals
• Building confidential & proprietary nature of client relationships and related work products
• Implementing EY methodologies & tools to enhance service delivery; allocating work to team members
• Identifying tax technical/technology training needs of staff members
• Training new hires of the company and providing various other trainings to employees of the firm & internal training to
the existing employees of the organization on various project related tools/concepts
• Monitoring the execution of the professional development plans of people to build their career
• Imparting training to new hires for Tax Technical, Soft Skills and Basic & Advanced Computer Skills required for
Accounting in US
• Facilitating tax compliance process by performing in Engagement Management as per firm's methodologies & guidance,
professional standards and regulatory requirements
• Using different software in preparing the work paper to deliver the K-1s, navigating and preparing different tax returns
entailing aggregate module, K-1 suite, client tax work papers, cash reconciliation of brokerages, allocation and yearend
work papers for large office of Chairman Account engagements like Goldman Sachs, Firebird, Anchorage, Marathon, GSAM,
Eminence and Step Stone, Go System Software and 1042-S Pro
• Assisting clients in dealing with any federal or state tax issues and any notices from Internal Revenue Services
• Driving the tax return process and reviewing complex tax returns for hedge funds & private equity clients
• Reviewing various securities analysis like wash sales, constructive sales, short sales, qualified dividend analysis &
straddles, etc. to find book to tax differences of securities in hedge funds and private equity engagements
• Extending detail report on capabilities of GTH and given few process steps to start tax compliance process at GTH
• Coordinating with Engagement Partners and HR to devise a program that rewards ECS
• Designing training modules on ECS for incoming new hires for SALT Team
• Promoting examples of ECS from GTH to US and vice versa
• Acting as guardian for the EY Brand and ensuring adherence to the brand across all communications platforms.
• Carrying out EY’s SALT overall brand positioning and steering initiatives to evolve it so that EY SALT Practice is positioned
as the lead qualified team to perform client work in GTH
• Spearheading a SALT Team of 80 professionals, restructuring SALT Team in line with the firm’s growth and recruiting
high caliber individuals to join the team
Highlights:
• Acquired international exposure by visiting across New York, United State of America for almost 3years in Ernst & Young,
Head Office on rotation from Jan’09-Jul’11
• Nominated for Global Award under the category of Pursuing Innovation for the prestigious Better Begins With You Award
for providing training resources on-demand
• Supervised a team of 40 members-SALT Team EY from 3 years

3. • Led a team of 15 members as Project Leader for the core projects of the process which were mainly on the biggest OCA
clients such as Goldman Sachs, Anchorage, Step Stone, Firebird, Eminence, Black Stone and GSAM
• Formulated the process documents for Schedule K-1s, 1042-S, Federal and State Tax Returns
• Bagged:
o “Extra Miler Super Star Cash Awards” for Exceptional Client Service.
o “FSO Utilization Champion” Award for best performance in client chargeable hours and quality output
o “High Impact Award” for overall performance in two tax season
• Trained New York office Tax Seniors on Tax Return Production Software
• Worked with:
o Engagement teams in New York office and acquired better understanding of clients
o US Managers, Senior Managers & Partners in the United States and clients for getting the information & making
them understand various tax concepts
• Merit of being L&D Committee Member from past two years and Cultural Lead for various activities
Jun’05-Dec’06 Sri Bhagawan Mahaveer Jain College, Bengaluru, Karnataka, India as Lecturer in Mathematics
and Statistics
• Organized various seminars and classes for students and their parents on various topics
• Acted as Judge for various events conducted by the colleges and various intercollegiate competitions
• Provided decisions regarding curriculum for various sections of both PU and degree
• Conducted Value Added Programs for students from various background
• Coordinated various projects involving Mathematical Modeling
• Contributed to the growth of the Students to build their career on different dimensions
Education
2005 Master of Science (Mathematics) from Bangalore University
2003 Bachelor of Science (Mathematics, Statistics & Computer Science) from Bangalore University
Extracurricular Activities
• Achieved various scholarships from college during bachelors and master degrees
• Ranked 1st
for all the cultural activities conducted in college
• Participated in National Level Workshop on Statistics in Christ College and QRM (Quality Recourse Management)
Committee for auditing Laptops
Technical Skills
• MS Office (Word, Excel & PowerPoint), Lotus Notes, Basic HTML and MS Outlook
Certification
• Enrolled Agent with Valid PTIN
Personal Details
Date of Birth: 6th
May 1982
Languages Known: English, Kannada and Hindi
Address: S/o Marigowda, 1284, “Shrusti”, 2nd
Floor, 11st Cross, Chandra Layout 1st
Stage, Near Nayandahalli
Metro Station, Bengaluru – 560072, Karnataka, India