Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

AKSHAY JAIN

Summary

Results-driven professional with experience at National Pension System Trust, adept in monitoring large pension fund portfolios and ensuring regulatory compliance. Proficient in Microsoft Excel and skilled in problem-solving, I excel at delivering critical insights through data analysis and dashboard development, enhancing decision-making and operational efficiency.

Overview

3
3
years of professional experience

Work History

Management Trainee

B9 Beverages Ltd. (Bira 91)
New Delhi
11.2024 - 02.2025
  • Computed monthly TDS/TCS liabilities, ensuring accuracy through team coordination for discrepancy resolution.
  • Handled TDS notices under section 201 and scrutiny notices while supporting tax compliance.
  • Prepared documentation for GST/VAT assessments to guarantee adherence to regulations.
  • Conducted quarterly TDS/TCS reconciliations, adjusting discrepancies between calculations and reports.
  • Reconciled quarterly TDS receivables with 26AS, collaborating with teams to resolve issues.
  • Assisted in ITR computation and transfer pricing compliance, ensuring timely filings and accurate documentation.

Industrial Trainee

National Pension System Trust
New Delhi
05.2023 - 10.2024
  • Monitored Pension Fund portfolio with AUM of approximately ₹13 lakh crores, ensuring compliance with PFRDA guidelines through rule sheet development.
  • Verified monthly investment management fee calculations from Pension Funds for adherence to regulatory standards.
  • Analyzed proxy voting data and created dashboard for regulatory compliance and performance evaluation.
  • Assisted in monitoring stewardship activities of Pension Funds, ensuring alignment with Common Stewardship Code principles.
  • Prepared weekly dashboards to assess Pension Fund performance, delivering insights for informed decision-making.
  • Monitored trades of PFM against NPS Trust's Top 200 stock list to ensure compliance.
  • Executed diverse administrative tasks to support departmental operations and project completion.
  • Collaborated with senior professionals to enhance processes and provide comprehensive project support.

Article Assistant

Dewan P.N. Chopra & Co.
New Delhi
10.2021 - 05.2023
  • Facilitated preparation and filing of approximately 50 Income Tax Returns for diverse clients.
  • Managed tax refund and rectification processes for multiple clients efficiently.
  • Assisted in responding to inquiries for Income Tax scrutiny and appellate matters.
  • Drafted submissions and synopses for corporate, international tax, and transfer pricing cases.
  • Prepared and filed Form 15CA and 15CB for foreign remittances accurately.
  • Ensured timely submissions of various forms including Form 3CEB and Form 35.
  • Applied for lower deduction of TDS certificates to optimize client tax liabilities.
  • Supported principal with extensive research on complex tax issues.

Education

CA - Final -

Institute of Chartered Accountants of India
05.2024

CA - Inter -

Institute of Chartered Accountants of India
07.2021

CA - Inter Group I -

Institute of Chartered Accountants of India
11.2020

CA - Foundation -

Institute of Chartered Accountants of India
11.2019

Bachelor of Commerce (B.Com) -

Delhi University, School of Open Learning
01.2022

Senior Secondary -

CBSE Board
01.2019

10th Standard -

PSEB Board
01.2017

Skills

  • Microsoft Excel, Word, and PowerPoint
  • Accounting and taxation software
  • SAP and Tally proficiency
  • Computax and Capitaline expertise
  • Initiative and adaptability
  • Networking and leadership skills
  • Time management and problem solving
  • Attention to detail

Languages

  • English
  • Hindi
  • Punjabi

Timeline

Management Trainee

B9 Beverages Ltd. (Bira 91)
11.2024 - 02.2025

Industrial Trainee

National Pension System Trust
05.2023 - 10.2024

Article Assistant

Dewan P.N. Chopra & Co.
10.2021 - 05.2023

CA - Final -

Institute of Chartered Accountants of India

CA - Inter -

Institute of Chartered Accountants of India

CA - Inter Group I -

Institute of Chartered Accountants of India

CA - Foundation -

Institute of Chartered Accountants of India

Bachelor of Commerce (B.Com) -

Delhi University, School of Open Learning

Senior Secondary -

CBSE Board

10th Standard -

PSEB Board
AKSHAY JAIN