Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Certification
Timeline
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Avik Datta

Avik Datta

Kolkata

Summary

Over the last 10 years I have extensively worked on Australia Private Clients (Family office work, Business Tax work, Bookkeeping work and Partner Tax work) and gained a strong understanding of Income Tax, Capital gain tax, Tax planning, Division 7A, Superannuation , Managed Fund reporting etc. I am a keen learner and interested to learn new areas of banking and finance. I have established myself as a successful team lead capable of rendering high quality work services and building a highly motivated and equipped team.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Manager

PwC SDC
7 2022 - Current
  • Acting as an Australian tax manager with end to end work of completion of financial statements, tax returns (Trust, Company, Individual & Partnership), packaging etc
  • Experience in - Family Office, Business Tax & Bookkeeping Team.
  • Spearheaded resource planning and recommending strategies that align with business goals. Onshore Business discussion.
  • Managed 23 members team for 3 locations - Bangalore, Kolkata and Hyderabad.
  • Acting as an site influencer which means to work closely with leadership on business development.
  • Coordinated with foreign offices for assignee data.
  • Mentored team members to develop skills and achieve targets and deadlines.
  • Provided real-time feedback.
  • Contributed to recruitment panels.
  • Maintained team quality.
  • Served as Learning & Development SPOC.

Senior Associate (Level 2)

PwC SDC
07.2019 - 06.2022
  • Experienced in financial statement and tax return analysis, including complex cases.
  • Lead a team of 12 in workflow management, L&D, and compliance projects.
  • Coordinate with foreign offices for assignee-related data collation.
  • Mentor junior team members, ensuring process understanding and quality.
  • Member of reviewer selection committee, ensuring team competence.
  • Certified Training SPOC, providing real-time training and feedback for junior development.

Senior Associate (Level 1)

PwC SDC
07.2017 - 06.2019
  • Proficient in preparing financial statements, corporate tax returns, and income tax returns
  • Successfully manage partner projects and oversee a team of twenty members, ensuring effective workflow and performance
  • Coordinate with foreign offices to gather information related to assignments
  • Provide guidance and mentorship to junior team members, emphasizing process understanding and quality assurance
  • Actively participate in reviewer selection committees
  • Certified Training SPOC (TTT certified) providing real-time training and feedback for junior members' development

Associate

PwC SDC
01.2014 - 06.2017
  • Retrieved client documents from AU-DMS and M-Files Software.
  • Produced Profit & Loss, Balance Sheet using XERO, QuickBooks, etc.
  • Finalized financial statements and Tax Reconciliation.
  • Prepared Income Tax Return, Corporate Tax Return (Trusts, Companies, Partnerships) via APS Software, ATO Portal.
  • Conducted self-review before Supervisor submission.
  • Packaged and delivered tax returns.
  • Managed regular client communication.

Internal Auditor

Brainware
02.2013 - 12.2013
  • Appointed as internal auditor to control 22 branch offices
  • Prepared annual & monthly budget
  • Examining company’s internal control
  • Eliminate account errors & fraud
  • Verify that there are no mistakes in financial statements

Part Time Audit Assistant

Biswajit Dutta & Associates (Chartered Accountant)
01.2008 - 01.2011
  • Preparation of accounts
  • Performed stock audit
  • Preparation of client ITR
  • Worked as assistance in Bank Audit of Government Banks.

Education

MBA - Finance

Punjab Technical University
2013

M.Com - Commerce

University of Calcutta
2012

B.Com - Commerce

City College of Commerce & Business Administration
2010

High School Diploma -

W.B.C.H.S.E, Hare School
2007

Secondary School -

Scottish Church Collegiate School
2005

Skills

    Attributes

  • Very passionate and hard worker
  • Possess attention to detail skills
  • Known for good leadership and communication skills
  • Adaptive to various changes and a quick learner

    • Finalization of accounts

  • Proficient in financial statement and adherence to accounting standards
  • Skilled in reconciling accounts, resolving discrepancies and determine the outcome position

    Taxation

  • Deep understanding of tax laws and regulation
  • Experience in tax planning, compliance and minimizing tax liabilities

    • Interview Panel Member

  • Strong interpersonal skills for candidate assessment and structured interview

    • Training Members

  • Certified Trainer mentoring staff for skill enhancement

Accomplishments

  • Received Spot Award various times in PwC for working as dual handler for continuously delivering high performance in all the projects.
  • Received Star Performer twice for being the best in the team.
  • Appraisal emails received directly from clients & engagement teams in PwC for delivering extremely high quality of work throughout and churning out many returns.
  • TTT training certified from PwC for providing training and guiding them accordingly in the field of taxation.
  • Received man of the series in Cricket tournament organized by PwC.
  • Exceptional performer in the team in 2018 -2021.

Languages

English, Bengali, Hindi.

Certification

Chartered Tax Adviser (CTA) Program

  • ATL001 CTA1 Foundations
  • ATL003 CTA2A Advanced
  • ATL004 CTA2B Advanced (Not completed)
  • CTA3 Advisory (Not completed)

Timeline

Senior Associate (Level 2)

PwC SDC
07.2019 - 06.2022

Senior Associate (Level 1)

PwC SDC
07.2017 - 06.2019

Associate

PwC SDC
01.2014 - 06.2017

Internal Auditor

Brainware
02.2013 - 12.2013

Part Time Audit Assistant

Biswajit Dutta & Associates (Chartered Accountant)
01.2008 - 01.2011

Manager

PwC SDC
7 2022 - Current

MBA - Finance

Punjab Technical University

M.Com - Commerce

University of Calcutta

B.Com - Commerce

City College of Commerce & Business Administration

High School Diploma -

W.B.C.H.S.E, Hare School

Secondary School -

Scottish Church Collegiate School

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Avik Datta