Summary
Overview
Work History
Education
Skills
Websites
Additional Information
Languages
Personal Information
Locations
Hobbies and Interests
Disclaimer
Timeline
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Ashok Mathew

Ashok Mathew

Kundara

Summary

A highly talented Financial/Accounting professional with Nine years of experience in reconciliation, Income Tax, Company Audit, VAT, TDS, AP/AR, P&L analysis and the management of general accounting functions. Superior analytical skills with an expertise in transaction/workflow details in support of process and profit improvement. Collaborate effectively with business manager to resolve variance, refine forecast, and identify opportunity for improvement. Proficient in conducting thorough tax research, preparing meticulous tax returns, and advising on tax implications across various industries. Excellent communicator, presenter and works well with individuals at all level of corporation. Out of the box thinker with the ability to integrate technology and the best practices to increase accuracy and efficient of accounting practices. Self-motivated Tax Consultant dedicated to strategizing and evaluating techniques to minimize tax liability for clients. Experienced in preparing various types of returns, researching discrepancies and thoroughly reviewing financial records. Well-developed knowledge of multiple tax management software such as tally. Expert in researching and correcting process errors.

Overview

10
10
years of professional experience

Work History

ACCOUNTS & TAX CONSULTANT

Konsultax
06.2018 - Current
  • Maintained cash receipts and cash disbursements from daily sales
  • Coordination with internal and external Auditors
  • Conducting financial analysis to assess financial health of clients
  • Generating financial reports, including balance sheets, income statements, and cash flow statements
  • Analyzing financial data to identify trends, potential risks, and opportunities for improvement
  • Advising clients on tax planning strategies to minimize liabilities while ensuring compliance with tax laws
  • Preparing and reviewing tax returns for individuals, businesses, and organizations
  • Providing guidance on tax deductions, credits, and incentives available to clients
  • Maintaining accurate and organized financial records for clients
  • Overseeing bookkeeping tasks, including recording transactions, reconciling accounts, and managing payroll.
  • Customized tax software features according to individual needs of each client''s unique situation.
  • Facilitated integration of modern tax software with client accounting software.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
  • Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
  • Developed customized tax strategies for individuals and businesses, resulting in significant savings.
  • Facilitated smooth communication between clients and taxing authorities during inquiries or disputes, achieving favorable outcomes.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
  • Evaluated client financial records to identify opportunities for reducing taxable income through strategic planning.
  • Calculated estimated tax payments for clients.
  • Prepared wide array of returns such as corporate, fiduciary, gift, individual, and private foundation returns.

ACCOUNTS EXECUTIVE

C&R Hotels Private Limited
05.2017 - 03.2018
  • Maintain and update financial records, including ledgers, journals, and accounts payable/receivable
  • Assist in creation, monitoring, and management of budgets, ensuring adherence to financial goals and policies
  • Process invoices, manage payments, and oversee collections, ensuring timely and accurate transactions
  • Generate and analyze financial reports, including profit and loss statements, balance sheets, and cash flow statements, to provide insights to management
  • Utilize accounting software proficiently for accurate record-keeping and reporting.
  • Built and strengthened relationships with new and existing accounts to drive revenue growth.
  • Managed budget preparation and forecasting processes, enabling accurate allocation of resources across departments.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Developed, maintained and utilized diverse client base.
  • Qualified leads, built relationships and executed sales strategies to drive new business.
  • Developed strong relationships with key clients, fostering trust and loyalty to facilitate long-term business growth.
  • Prepared forecasts to gain understanding of measures needed to grow business.
  • Improved cash flow management, ensuring prompt invoicing and collection procedures to minimize delinquencies.
  • Kept detailed records of daily activities through online customer database.
  • Managed major accounts portfolio worth $50000

Junior Auditor Intern

Ananthasankaran &Associates,Chartered Accountants
01.2014 - 01.2017
  • Assist in monitoring and tracking implementation of audit recommendations
  • Follow up on previously identified issues to ensure corrective actions have been taken
  • Utilize audit software and tools effectively to streamline audit processes, improve efficiency, and maintain integrity of data and reports
  • Assist in executing audit plans by conducting preliminary risk assessments, gathering audit evidence, and verifying financial records for accuracy.
  • Supported management''s decision-making process by providing valuable insights on financial performance through detailed analytical procedures.
  • Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
  • Diminished outstanding debts by analyzing accounts for issues.
  • Inspected cash on hand, notes receivable and payable and negotiable securities to confirm accurate records.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Analyzed information of payments to vendors against contracts to find overpayments, writing claims to retrieve over payments from clients.
  • Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
  • Prepared, analyzed and verified annual reports and financial statements to assess financial condition and facilitate financial planning.
  • Improved internal control systems by conducting thorough risk assessments and identifying potential weaknesses.
  • Identified legal tax savings and recommended ways to improve profits.
  • Assisted in detection of fraudulent activities through meticulous examination of financial records and transactions.
  • Developed financial models to assess and analyze financial performance of clients.
  • Collaborated with senior auditors to ensure timely completion of audit engagements, contributing to overall success of team.
  • Performed walk throughs of business processes to gain understanding of internal controls, enabling more effective testing during audits.
  • Found tax solutions to complicated tax issues or errors from incorrect tax filings.
  • Trained new employees on accounting principles and company procedures.
  • Used Excel to create and manage budgets, balance sheets and other related financial statements.
  • Compiled general ledger entries on short schedule with 100% accuracy.
  • Adaptable and proficient in learning new concepts quickly and efficiently.

Education

M. COM (FINANCE & TAXATION) -

Madurai Kamaraj University
Tamil Nadu
01.2016

B. COM (TAXATION) -

Kerala University
Kerala
01.2013

High School Diploma -

Board of Higher Secondary Education, Kerala
Kollam, India
01.2010

High School Diploma -

State Board of Secondary Education, Kerala
Kollam, India
01.2008

Skills

  • Tax Preparation
  • Journal Entries
  • Budgeting
  • Tax Computing
  • Adjustment Entries
  • Tax Compliance
  • Variance Analysis
  • Payables & Receivables
  • Statutory Returns
  • Financial Reporting
  • Auditing
  • Prepare Financial Statement
  • Analytical Skills
  • Customer Service
  • Problem Solving
  • GST Practitioner - Enrolled as Goods & Service Tax Practitioner under The Goods & Service Tax Act 2017
  • Information - Completed information Technology Training Course at Trivandrum
  • Technology Training Course - branch of SIRC of Institute of chartered accountants of India
  • MS Office
  • Tally
  • GST
  • VAT
  • SAP
  • FICO
  • Error Detection
  • Small Business Tax Returns
  • Investment Adviser Certified Compliance Professional
  • Staff Oversight
  • Tax audit procedures
  • Nonprofit Taxation Understanding
  • Tax Computations
  • Decision-Making
  • Tax Credits and Incentives
  • Sales Tax Returns
  • Document Preparation
  • Tax Risk Assessment
  • Team Training
  • Tax Strategy Implementation
  • Indirect Tax Management
  • Account Auditing
  • Local, state, and federal tax returns
  • Tax Return Filing
  • Sales and Use Tax Expertise

Additional Information

Assist in executing audit plans by conducting preliminary risk assessments, gathering audit evidence, and verifying financial records for accuracy., Compile financial data, statements, and reports for review by senior auditors. Analyze financial information to identify discrepancies or irregularities.

Languages

Malayalam
English
Hindi
Tamil

Personal Information

  • Passport Number: P1800139
  • Passport Date Of Issue: 06/12/2016
  • Passport Place Of Issue: Trivandrum
  • Passport Expiry Date: 05/12/2026
  • Date of Birth: 07/03/1992
  • Gender: Male
  • Nationality: Indian

Locations

home, Payattuvila veedu, Near Telephone Exchange, Kundara P O Kollam, Kerala, 691501, India

Hobbies and Interests

  • Travelling
  • Music
  • Sports

Disclaimer

I hereby declare that all the details mentioned above are in accordance with the truth and fact as per my knowledge and I hold the responsibility for the correctness of the above-mentioned particulars.

Timeline

ACCOUNTS & TAX CONSULTANT

Konsultax
06.2018 - Current

ACCOUNTS EXECUTIVE

C&R Hotels Private Limited
05.2017 - 03.2018

Junior Auditor Intern

Ananthasankaran &Associates,Chartered Accountants
01.2014 - 01.2017

M. COM (FINANCE & TAXATION) -

Madurai Kamaraj University

B. COM (TAXATION) -

Kerala University

High School Diploma -

Board of Higher Secondary Education, Kerala

High School Diploma -

State Board of Secondary Education, Kerala
Ashok Mathew