Dheeraj Dheeraj

Managing end-to-end client lifecycle including onboarding, engagement,
retention, and account growth fortax and compliance services.
Acting as primary point of contact for clients, ensuring timely resolution of
queries related to tax filing, compliance, and documentation.
Building and maintaining strong client relationships to improve satisfaction,
retention, and long-term business value.
Coordinating with internal tax, operations, and support teams to ensure
accurate and timely delivery ofservices.
Monitoring client accounts, tracking deliverables, and ensuring adherence to
SLA timelines and compliance deadlines.
Conducting regular client check-ins, status updates, and performance reviews
to identify improvement opportunities.
Handling escalations proactively and providing effective solutions to maintain
client trust and service continuity.
Assisting clients with onboarding, document collection, and understanding of
tax processes and requirements.
Having daily interaction with tax advisors for status updates and continuous
improvement ofservices for existing and new clients.
Conducting outbound follow-up calls for pending documents and tax filing
completion.
Preparing MIS reports on call volume, client issues, and service completion
status.

Managed end-to-end Accounts Payable operations, including invoice
processing, validation, and payment execution in line with company policies.
Led the successful transition of AP processes from Costa Rica to India,
ensuring smooth knowledge transfer, process alignment, and minimal
business disruption.
Reviewed and processed vendor invoices, ensuring compliance with
regulatory requirements and internal controls.
Performed three-way matching (PO, invoice, GRN) and ensured accurate
coding to the general ledger.
Led payment cycles (ACH, wire transfers, checks), ensuring timely and
accurate vendor payments.
Reconciled vendor statements and AP sub-ledger with the general ledger to
maintain data accuracy.
Resolved invoice discrepancies, payment issues, and vendor queries while
maintaining strong stakeholderrelationships.
Maintained vendor master data, including onboarding, updates, and compliance
documentation (W-9, bankingdetails, taxinformation).
Supported month-end and year-end closing activities, including accruals,
reconciliations, and reporting.
Prepared AP aging reports, spend analysis, and tracked key KPIs to improve
process efficiencyand performance.
Ensured compliance with internal controls and SOX requirements, supporting
internal and external audits.
Identified process gaps and implemented continuous improvement and
automation initiatives to enhance efficiency.
Collaborated with IT teams on ERP system enhancements, including testing
and configuration support.
Developed and maintained SOPs and process documentation to ensure
consistency and knowledge transfer.
Supported cross-functional finance initiatives and ad-hoc projects aligned with
business goals.

Preparing Statement Reconciliation (comparing company accounts with
supplieraccount)
Preparing Prepay Reconciliation
Processing Invoices for payment
Processing returns to suppliers
Handling supplierqueries
Approving the invoices forthe payment
Extracting the payment details and sending the payment details to the supplier
immediately afterthe payment
Everyday interaction BU (Business Unit) for solving the business as well as
supplier related queries.
Segregating invoices received and allocating to the team
Creating the paymenttemplate and sending itforapproval
Doing the quality check ofthe processoron daily basis
Creating suppliers in multiple finance systems
Validation of documents i.e Supplier maintenance form, W9/W8 form, invoice
copy and bank letterhead
Validation ofTIN (Tax Identity Number)
Performing dailyvalidation report and sending itto higher management
Weekly connectwith team forquality checks
Validation ofamendments performed on each supplier.

Verification of Purchase bills in relation with rates mentioned in purchase order,
quantity received, rates charged
Posting and verification of debit note and credit note raised to customers, vendors and
service providers
Verification of details/documents provided by customers/vendors in relation with
rates, quantity orquality discrepancies
Billing to the clients as per the Purchase Order.

Involved in Indian Income Tax Department Project
Worked in the process of Refund Reissue
Processing the refund reissue requests of Tax Payers
Handling critical queries of clients and Tax Payers
Preparation of Reports such as aging, daily dashboards and reports relating to
TAT
Analysis of refund failures and the reasons for the same Initiating refund
payments to the taxpayers
Resolving issues related to Refund Reissue.