1) Sridhar Nag has over 7 years of experience in tax preparation and advisory services for individuals, partnerships, and corporations in industries such as real estate, private equity, and information technology. 2) He has worked as a Tax Senior at Deloitte since 2012 and as a Financial Planner and tax preparer at Investment Yogi from 2011 to 2012. 3) Sridhar holds an MBA in Finance and is pursuing the CPA and CFP designations, with proficiency in tax software programs and financial modeling.

1. RESUME
Alapati Sridhar Nag
Contact no.: 9885678510
Email Id: - sridharcfp@gmail.com
To employ my knowledge and experience with the intention of securing a professional career with
opportunity for challenges and career advancement, while gaining knowledge of new skills and
expertise
Work Experience - 1
Company: Deloitte Tax Services India Pvt. Ltd
Location: Hyderabad
Experience: From March 05, 2012 to Present
Designation: Tax Senior (Enrolled Agent)
Job Description
• Preparation and review of U.S.-Federal, State, and Local tax returns for Corporations
(1120), Partnerships (1065) and Individuals (1040) in the field of Real Estate, Private
Equity, Hedge Funds, and Information technology.
• Reviewing the financial statements and various financial records necessary for preparation
of the tax returns
• Preparation and Review of quarterly and yearly tax estimates and K-1s;
• Review book-tax M1 adjustments, partners tax allocations and partnership agreements
• Preparation and filing of quarterly estimates and annual extensions.
• To Prepare and maintain tax deliverable calendar to ensure completion of all relevant tax
filings relating to trade transactions.
• Electronic filing of the Federal State and Local tax returns.(using Gosystem, Corptax, Prosy
stems)
• Perform year end accrual review and prepare the tax provision.
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CAREER OBJECTIVE
JOB EXPERIENCE

2. • Professional development through seminars and trade publications to stay current with the
tax legislation changes and best tax practices.
• Training the Junior Staff in Preparation of Federal and State tax returns.
Work Experience - 2
Company: Investment Yogi
Location: Hyderabad
Experience: From April, 2011 to September 2011
Designation: Financial Planner/Advisor
Roles and Responsibilities:
• Preparing Financial Plans for Clients.
• Preparation and Filing of Indian Income Tax Returns.
• Advising clients on Tax Planning and on their Investments.
Work Experience - 3
Company: Franklin Templeton International Services
Location: Hyderabad
Experience: From March, 2010 to March, 2011
Designation: Analyst (Global Trade Services serving US and Canadian markets)
Roles and Responsibilities:
• Trade confirmation and settlement of T+0, T+1 and T+2 trades.
• Dealing with Foreign Exchange Financial Derivatives like “Forwards, Futures, Options, and
Non-Deliverable Forward.
• Confirming all Financials and Non Financials details with counterparty for open trades
within timelines.
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Qualification School/College Board/University
Year Of
Passing
Marks scored (in
%)
MBA (Finance) ICFAI
ICFAI
2010
9.14/10 (CGPA)
B.com
(Regular)
Badruka College of
Commerce
Osmania
University
2008 75
Intermediate Gowtham Junior
College
Board of
Intermediate 2005 89
SSC St.Alphonsa’s High
School
SSC
2003 75
EDUCATIONAL QUALIFICATION

3. • Tax Software: Corptax, Gosystem, OneSource and Global Fx.
• MS office (Advanced Excel & PowerPoint), Financial Modeling, Windows XP/7/8 OS.
• Familiar with CCH, Lexis Nexis, BNA.
 Enrolled Agent (U.S Tax Certification)
 Pursuing Certified Public Accountant (CPA)-U.S
 Certified Financial Planner.
Age : 28 Yrs. .
Father’s name : A.Subrahmanyam
Nationality : Indian.
Marital status : Single.
Language known : Hindi, English and Telugu.
Address for Communication
H. No 8-3-169/120,
Siddhardha Nagar, S.R Nagar,
Hyderabad-500038
Place: Hyderabad
Date:
(Sridhar Nag)
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PERSONAL DETAILS
CERTIFICATIONS
TECHNICAL SKILLS