Bharat has over 14 years of experience with US Tax Hedge Fund & Private Equity clients. He started his career with Deloitte, where he worked for five years before moving to BNY Mellon, PWC, and State Street Corporation, his last stint.
Bharat has experience working on a variety of engagements for Partnerships along with the Sch M calculations like Wash Sales, PFICS MTM, QDI, 704C, Straddles, Fund of Funds, etc. He has been instrumental in setting up and developing the financial services team by serving as a Regional Lead for the Midwest region at PWC and India Tax Lead at State Street Corporation.
He also has hands-on experience in GoSystems, CCH, and various other firm proprietary tools and played a pivotal role in automation initiatives within PWC. At AlliantGroup, Bharat leads the Asset Management group, works with multiple CPA firms, and supports them with Hedge Fund and Private Equity compliance services.
Bharat has a Bachelor’s degree in Accounting and a Post-Graduate Diploma in Business Management.