Jersey City, New Jersey, United States
CPA Specialties: CPA, taxation, corporate tax, international tax, FIN 48, FAS 109, VAT, Deferred tax, finance, financial, reporting, controllership, accountancy, balance, benefits administration, charts, customer relations, dec, documentation, english, financial, financial reporting, analysis, financial statements, general ledger, lacerte, languages, legal, marketing, microsoft access, microsoft excel, microsoft powerpoint, microsoft word, policy analysis, polish, process engineering, quality, quickbooks, real estate, russian, sql, statistics, tax planning, erp,
About UpkeepDay Inc. UpkeepDay is a purpose-built operations platform for enrichment schools and independent tutors who are tired of running their education businesses on duct tape and spreadsheets. For enrichment programs—arts academies, language schools, STEM labs—we provide a centralized hub to manage complex class schedules, multiple instructors, and parent communications. For tutors, we eliminate the chaos of constant rescheduling, fragmented messaging apps, and late payments. Our all-in-one platform combines: Smart Scheduling that adapts to instructors’ availability and prevents double-booking Automated Messaging to streamline reminders and student communication Integrated Payments to track sessions and simplify transactions The result: less admin, more teaching. Whether you're running a multi-teacher program or just trying to get through the week with your sanity intact, UpkeepDay is designed to help education professionals reclaim their time and present their services with clarity and professionalism. My Role at UpkeepDay As Co-Founder, I work closely with both enrichment schools and solo tutors to understand the real-world frustrations of managing education services. My responsibilities include product design, user feedback, onboarding support, and a lot more with the goal of building tools that actually work in the messy, unpredictable world of real teaching. I spend my time translating operational headaches—missed sessions, payment delays, miscommunications—into elegant, automated systems that let educators do what they came to do: teach, not babysit their Google Calendar.
As the Regional Tax Manager for the Americas at Endava, I oversee all direct and indirect tax matters across North, Central, and South America. My responsibilities include tax compliance, provisioning, planning, and risk management, ensuring alignment with local regulations and global corporate strategy. I play a key leadership role in regional M&A activity, having successfully led numerous acquisitions in the U.S., Latin America, and Canada—from due diligence and tax structuring to integration and post-deal support. I collaborate closely with cross-functional teams and external advisors to support scalable growth while maintaining tax efficiency and full compliance.
•• Coordinated, reviewed, finalized Corporate tax returns filed with IRS (1120, 1120F) and almost all US states. Timely filed estimated tax and extensions. • Coordinated, reviewed, finalized UK Corporate tax return/estimates filed with HM Revenue & Customs. • Coordinated, reviewed, finalized Canada Corporate tax returns (T2) filed with Canada Revenue Agency. • Coordinated, reviewed and finalized US Sales tax returns filed with most US states. Prepared and filed Use tax returns once required. • Prepared Deferred Tax Asset and Deferred Tax Liability schedules to be passed on US books. • Coordinated and reviewed annual tax accruals. • Prepared and provided to auditors FIN 48 MEMO on a quarterly basis. • Ensured intercompany transactions occur between subsidiaries supported by Transfer Pricing Agreements and/or Master Service Agreements. • Reviewed Monthly accruals, prepaid schedules for US and UK entities. • Reviewed and analyzed financial statements and variance schedules. • Reviewed and filed UK Quarterly VAT tax returns for entities presented in UK. • Prepared and filed Economic Census forms for US, UK and India entities. • Took part in 3 acquisitions and ensured smooth transmission of acquired companies to parent books. Worked on due diligence reports to support acquisitions. • Prepared and filed Delaware Franchise Tax returns and estimated tax. • Prepared and filed FL, IN, MD tangible personal property tax returns, NYC Commercial Rent tax returns, Quarterly WA Combined Excise Tax returns. • Prepared and filed annual Report of Foreign Bank and Financial Accounts, 1099 and 1096 forms. • Reviewed and finalized UK Employer related reports. • Prepared and filed US annual reports with Secretary of states. • Prepared and shared with HR Fringe benefits required to be reflected on W2s. • Took proactive actions in different tax projects that resulted in approx. $1 mill of savings. • Assisted and took leadership in some tax related audits, annual SEC required audits.
• Prepared and filed over 450 tax returns for individuals and LLCs • Filed necessary credentials with the IRS for taxpayers. • Executed tax policies and procedures to comply with Tax Codes. • Client base consisted of households with net worth exceeding USD$1 million