Bhavya Shah
Mumbai
Summary
Tax Consultant Proven ability to exercise professional judgment in dealing with disclosure of information in financial reporting of FII'S with a defensible approach to using Income Tax Regulations. A detail-oriented and resourceful individual with excellent communication and interpersonal skills, combined with an excellent understanding of tax and accounting issues.
Overview
5
5
years of professional experience
Work History
Associate Analyst
Ernst & Young
Mumbai
05.2019 - Current
- Preparing & checking of remittance letter for FII’s for trade executed in India in equity, debt, dividend, interest, futures etc.
- Preparation and filing of income-tax return for corporate and non-
corporate entities and ensuring the accuracy of all data and
completed financial statements and other reports. - Preparation of advance tax computation in each quarter.
- Developed streamlined task system to provide more effective workflows for both peers and management staff.
- Part of the Corporate action team - Maintaing track of daily corporate actions & executing them in the database.
- Handled various other compliances such as PAN application, PAN
surrender letter etc. - Handled the day-to-day compliances for a Foreign portfolio Investor
such as Tax Advise Letters and the Daily Notional gains Reports.
Trader
Odysseus Inc
05.2018 - 04.2019
- Executed equity, option, mutual fund, UIT, fixed income and alternative investment trades.
- Mentored junior traders on strategies and best practices.
- Helped onboard new clients.
- Executed equity, option, mutual fund, UIT, fixed income and alternative investment trades.
- Provided a superior level of client relations
Education
Certified Financial Planning - 4 Modules cleared -
FPSB
07.2019
Bachelor - Commerce
Kj Somaiya College of Art's and Commerce
04.2018
HSC - Commerce
BNN
05.2015
Skills
- Timing Optimization
- Data Research and Validation
- Multitasking
- Leadership
Interests
Trekking
Stock market
Football,
Languages
Timeline
Associate Analyst
Ernst & Young
05.2019 - Current
Trader
Odysseus Inc
05.2018 - 04.2019
Certified Financial Planning - 4 Modules cleared -
FPSB
Bachelor - Commerce
Kj Somaiya College of Art's and Commerce
HSC - Commerce
BNN
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