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Bhakti Soneji

Advisor San Francisco Bay Area, US

Principal, Bhakti Soneji Tax Services. Previously Head of Tax, SVB Financial Group.

Principal, Bhakti Soneji Tax Services. Previously Head of Tax, SVB Financial Group.

followers
following
4 vouches

Involved In

Positions

Tax Consultant UENO. May 2015 - present
Principal Bhakti Soneji Tax Services January 2015 - present
Head of Tax SVB Financial Group June 2004 - December 2014
Sr. Tax Manager UPS December 1997 - December 2003

Education

California Board of Accountancy CPA
The Institute of Chartered Accountants of India CA
University of Mumbai Accounting, Tax

Interested In

Markets of Interest
  • • Data & Analytics
  • • 3D Printing
  • • Payments
  • • Cloud Services
  • • Financial Services
  • • Travel
  • • Commerce
  • • Mobile

You Should Know About Me

Key Accomplishments

Not completed yet

4
Vouches Received

1
Vouches Given

Think Bhakti is awesome?
Vouch for them.

Roger Brown
They're my advisor  •  Partner, Ernst & Young, LLP and Principal, EY.
She practical, creative, has vision, stakeholder focused, trustworthy, smart, insightful, and competent.
Jacob Moseley
We worked together  •  Senior Market Manager - Northern California, SVB Financial Group. Previously Global Senior Credit Officer, SVB Financial Group.
Bhakti is someone that I worked with for a long time at SVB. Bhakti was always incredibly knowledgable, detail oriented, and a true tax exp ... ert (including international tax issues) that I could rely on when any tax related issues came up. I trust her immensely and strongly endorse her integrity and the quality of work that she produces. Jake Moseley
Ray DePole
We worked together  •  Tax Partner, Bay Area Tax Market Leader, EY (Formerly Ernst & Young LLP). University of California, Berkeley grad.
Bhakti is diligent and very smart related to income tax issues. She has a good reputation and is easy to work with.
Margaret Le
We worked together  •  Senior Product Manager, Analytics Cloud, salesforce.com. Previously Senior Product Manager, Premier Portfolio, salesforce.com.
I worked with Bhakti on one of the most high profile and crucial project for the bank. Due to regulations, we had to deliver what seemed li ... ke an impossible solution in a short time period. Bhakti was our exec financial sponsor on the project and she was an incredible business leader and strategic advisor. With her financial prowess along with her innovative ideas and attention to detail she carried our team to the finish line. The project was a huge success and looking back we couldn't have done it without her.

Roger Brown
Partner, Ernst & Young, LLP and Principal, EY.
Roger is great advisor, has always been able to provide creative solutions, very responsive and trustworthy. I enjoy working with him.