Excel
ADITYA KOTHARI
Tax Associate
ARAVALLI
Summary
Detail-oriented tax professional with experience in indirect tax compliance, tax planning, and notice responses. Skilled in client consultation, professional communication, and cross-functional coordination. Focused on delivering accurate filings, resolving compliance issues, and supporting timely tax outcomes.
Overview
4
4
Languages
6
6
Certifications
5
5
years of professional experience
Work History
Tax Associate
Kothari & Associates
04.2024 - Current
- VAT and GST Return Preparation and Filing: Managed end-to-end indirect tax compliance by accurately preparing and filing numerous VAT and GST returns within statutory deadlines.
- Tax Registrations and Client Onboarding: Assisted corporate and individual clients with seamlessly navigating VAT and GST registration processes, and administrative compliance requirements.
- Tax Notices, Replies & Advisory: Analysed tax notices issued by regulatory authorities, drafted formal responses under the supervision of senior managers, and provided actionable compliance guidance to clients.
- Tax Litigation & Appeals Assistance: Collaborated with senior professionals on complex tax litigation and appeal proceedings, gaining practical, hands-on exposure to indirect tax disputes, beyond routine return filings.
- Client Relationship & Communication Management: Maintained professional communication and coordination with a diverse client base to resolve tax-related inquiries, manage documentation, and deliver tailored compliance solutions.
- Cross-Functional Team Collaboration: Worked directly under the Indirect Tax Manager to handle complex compliance workflows, ensuring strict adherence to precision, data accuracy, and professional standards.
Junior Accountant
D.R Shah & Associates
01.2023 - 12.2023
- Created journal entries, ledgers, and financial records while sustaining a strong focus on accuracy.
- Streamlined bank statement reconciliation while resolving discrepancies across accounting reports.
- Executed accounts payable and receivable transaction processing aligned with internal procedures.
- Compiled and organized GST TDS and tax compliance documentation to support timely filings.
Junior Portfolio Management Associate
V.M SHAH ADVISORS
04.2022 - 11.2022
- Sustained daily management operations through schedule coordination and task tracking.
- Effectively managed client account registration and documentation, ensuring strict adherence to KYC and AML regulatory compliance frameworks while maintaining error-free data entry into the firm's CRM system.
- Successfully assisted senior portfolio managers in constructing, rebalancing, and stress-testing multi-asset investment portfolios to optimise risk-adjusted returns and align with client financial goals.
- Demonstrated strong problem-solving and communication skills while conducting fundamental equity research, building dynamic valuation models, and authoring data-backed stock reports for the investment team.
Education
ENROLLED AGENT - US TAXATION - Highest Credential Awarded By IRS
IRS
USA 04.2001 -
LLB - Law
Shradha Law College
Poyda 04.2001 -
Bachelor of Commerce - Accounting And Finance
SVT Commerce College
Ujaleshwar 04.2001 -
Skills
Indirect tax compliance
Tax planning
Tax revenue optimisation
Accounting software: Tally, QuickBooks, Easy Tax
SAP software operation
Microsoft excel mastery
Client consultation proficiency
Estate tax strategies
Professionalism in communication
Accountability and integrity
Indirect tax compliance
Accomplishments
- Documented and resolved VAT & GST notices, contributing to Client satisfaction.
Software
Easy Tax Software
Tally
Quickbooks
TOAST POS Software
Certification
Global Trade Analysis
Interests
Aviation
Tax planning
Global Trade
Cross border Taxation
Financial modeling
Timeline
Tax Associate
Kothari & Associates
04.2024 - Current
Junior Accountant
D.R Shah & Associates
01.2023 - 12.2023
Junior Portfolio Management Associate
V.M SHAH ADVISORS
04.2022 - 11.2022
LLB - Law
Shradha Law College
04.2001 -
ENROLLED AGENT - US TAXATION - Highest Credential Awarded By IRS
IRS
04.2001 -
Bachelor of Commerce - Accounting And Finance
SVT Commerce College
04.2001 -