CA Komal Patoliya
Chartered Accountant
Rajkot
Summary
- Proven Articled Assistant at Dilip Khunt & Co, adept in Microsoft Excel and showcasing exceptional organizational skills. Enhanced operational efficiency through innovative audit processes and financial modeling, significantly improving client satisfaction and service delivery. Expert in tax return preparation and accounting support, with a knack for solving complex tax issues, fostering business growth and profitability.
- Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
- To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
4
4
years of professional experience
Work History
Articled Assistant
Dilip Khunt & Co
08.2014 - 08.2017
- Assisted accountants with complex tax filings, ensuring accurate submissions and minimized liabilities.
- Enhanced client satisfaction by providing timely and accurate financial Statements.
- Supported clients during tax season by preparing necessary documentation and answering inquiries, reducing stress levels associated with the process.
- Collaborated with team members to complete audits in a timely manner, improving overall productivity.
- Maintained records and files to furnish reliable documentation.
- Streamlined audit processes for improved efficiency and reduced errors.
- Prepared detailed journal entries to accurately record transactions, improving internal controls and transparency.
- Managed multiple client accounts, maintaining positive relationships and delivering exceptional service.
- Evaluated current accounting policies while recommending improvements where needed which increased operational efficiency.
- Developed comprehensive financial models for use in forecasting and budgeting exercises, supporting business growth initiatives.
- Used accounting software to issue tax returns and prepare consolidated reports.
- Prepared working papers, reports and supporting documentation for audit findings.
- Identified legal tax savings and recommended ways to improve profits.
- Conducted technical and analytical reviews of tax returns to check for accuracy and qualified deductions.
- Developed financial models to assess and analyze financial performance of clients.
- Initiated comprehensive account assessments to check viability, stability, and profitability of business operations.
- Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
- Found tax solutions to complicated tax issues or errors from incorrect tax filings.
- Ensured compliance with regulatory requirements through meticulous attention to detail and consistent application of accounting standards.
Investment Advisor
Shyam Advisory Ltd
01.2014 - 08.2014
- Contacted potential clients to pursue sales and gather funds.
- Analyzed market trends and economic data to make informed recommendations for clients.
- Negotiated favorable terms for clients when executing trades or purchasing investment products, maximizing returns on invested capital.
- Managed risk by diversifying investments across various sectors and asset classes.
- Increased client satisfaction by providing customized investment advice tailored to individual financial goals.
Education
Chartered Accountant -
The Institute Of Chartered Accountant Of India
Delhi 04.2001 -
Master of Commerce -
Saurastra University
Rajkot 04.2001 -
Bachelor of Commerce - Finance And Account
Shree M J Kundaliya College
Rajkot 04.2001 -
High School Diploma -
Shree Sardar Patel Kelavani Mndal
Jetpur 04.2001 -
Skills
Microsoft Excel proficiency
Languages
Gujarati
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
English
Advanced (C1)
Timeline
Articled Assistant
Dilip Khunt & Co
08.2014 - 08.2017
Investment Advisor
Shyam Advisory Ltd
01.2014 - 08.2014
Chartered Accountant -
The Institute Of Chartered Accountant Of India
04.2001 -
Master of Commerce -
Saurastra University
04.2001 -
Bachelor of Commerce - Finance And Account
Shree M J Kundaliya College
04.2001 -
High School Diploma -
Shree Sardar Patel Kelavani Mndal
04.2001 -
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