CA Isha Jani
Ahmedabad
Summary
Analytical professional with experience preparing tax returns and supporting tax compliance with federal, state and local tax laws. Talented at consulting clients, researching tax issues and accurately preparing tax return documents. Mastery of tax preparation software packages and highly knowledgeable in tax laws and regulations.
Overview
9
9
years of professional experience
Work History
Tax Associate
Smart Accountants LLP
Ahmedabad
08.2022 - 06.2024
- Assisting in preparation of Corporate, Partnership and Individual Tax Returns; worked on essential information such as expenses, incomes and other financial records; keeping the tax liability of the client to a minimum by using proper adjustment and deductions.
- Researching various Tax issues ; providing related documentation, and ensuring proper tax setups and deductions by working for the accounting and payroll department.
- Ensuring compliance with various Tax laws, Regulations and Guidelines issued by IRS.
- Expertise in Tax planning and Preparing detailed and accurate Tax returns forms such as Form 1120, 1120-S, 1040, 1065, 5472, 5471, 3115, 1099s, 1042, 1042-S, 8804, 8805 etc. in Drake as well as CCH software. Also advising clients in Estimated Tax payments.
- Also ensuring various State Tax compliances, State Annual report filing requirements along with Estimated Tax payments, also advising clients with various State applicability and State Tax provisions.
- Worked on more than 50 Tax Returns during the Tax Season and having experience in working on Returns of various Group Companies High Net worth Returns, Consolidated Returns as well.
- Also involved in Reviewing various Tax returns.
Credit Manager
ICICI Bank Ltd
Mumbai
01.2021 - 07.2022
- Scrutiny of Loan documents and Bank Statements provided by client. Prepare appraisal note and recommendation for cases and peruse at senior level.
- Conducting personal discussion with customer with intent to understand customer profile and analyze associated risks in the financial standing of the client.
- Underwriting Home Loans , Personal Loans, Business Loan , Subsequent disbursements to Builders with defined policy guidelines and accordingly taking decisions or recommending for approval to appropriate authority.
Accounts Executive
Nirav S. Shah & Co.
Ahmedabad
02.2020 - 12.2020
- Handled Finalization of Accounts, ROC related work and filing requirements.
- Prepared Audit Reports, Preparation and filing of various Income Tax returns and GST returns.
Article Assistant
Nirav S. Shah & Co.
Ahmedabad
02.2015 - 02.2018
- Preparation and Finalization of Accounts, Filling Income Tax Returns including TDS Returns.
- Handled ROC work like Company Registration and filling of required forms and various Audits like Statutory Audit, Tax Audit etc
Education
Chartered Accountant -
The Institute of Chartered Accountants of India
Ahmedabad01-2020
Bachelor of Commerce -
Gujarat University
Ahmedabad07-2016
H.S.C -
Swastik Shishuvihar Higher Secondary School
Ahmedabad06-2013
Skills
- Tax Planning
- Tax Compliance
- Tax Law Expertise
- Accounting Principles
- Financial Statement Review
- Team Work
- Management
- Problem Solving
Languages
Gujarati
First Language
English
Proficient (C2)
C2
Hindi
Advanced (C1)
C1
Interests
- Reading Books
- Learning New Things
- Travelling
Timeline
Tax Associate
Smart Accountants LLP
08.2022 - 06.2024
Credit Manager
ICICI Bank Ltd
01.2021 - 07.2022
Accounts Executive
Nirav S. Shah & Co.
02.2020 - 12.2020
Article Assistant
Nirav S. Shah & Co.
02.2015 - 02.2018
Chartered Accountant -
The Institute of Chartered Accountants of India
Bachelor of Commerce -
Gujarat University
H.S.C -
Swastik Shishuvihar Higher Secondary School
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