CA Jagadish Vaitla
Bengaluru
Summary
Chartered Accountant with over 5 years of experience spanning general accounting, withholding tax (TDS/WHT), direct tax operations, and transfer pricing support. I specialize in resolving complex compliance issues, standardizing multi-entity processes, and automating repetitive tax workflows - improving accuracy, cycle time, and audit readiness. Known for clear stakeholder communication, analytical problem-solving, and strategic planning across India, Indonesia, and Canada operations.
Overview
9
9
years of professional experience
Work History
Business Process Manager - Direct Tax COE
Caterpillar India Engineering Solutions Private Limited
Bengaluru
04.2023 - Current
- Managed Indian withholding tax compliance end-to-end on high-volume international transactions.
- Managed Indian CIT returns, Form 3CEB, Form 3CA/3CD, and local TP files for multiple entities.
- Managed withholding tax compliance, corporate income tax return submissions, and local TP files for entities in Indonesia, India, and Canada.
- Managed monthly book-closing activities for direct tax accounts across multiple countries per U.S. GAAP standards.
- Managed monthly reconciliations for current and deferred taxes on balance sheets in accordance with U.S. GAAP.
- Managed return-to-provision (RTP) activities to reconcile books with tax returns and effective tax rates for SOX entities.
- Managed statutory audits through the preparation of income tax schedules and local GAAP provisions, addressing audit inquiries.
- Managed coordination with consultants and internal teams to facilitate and respond to CIT and TP assessments.
- Led process improvement initiatives and participated in the automation of repetitive tasks, including the TDS accrual automation.
Associate
Vialto Partners (Previously known as PwC Global Mobility Services)
04.2022 - 03.2023
- Conducted tax briefings for expatriate employees to clarify obligations and benefits.
- Prepared, reviewed, and filed individual tax returns, including treaty benefits and foreign asset reporting.
- Managed tax computations, covering withholding tax calculations and advance tax assessments.
- Contributed to advisory projects by conducting technical research and drafting memos and presentations.
- Assisted in tax assessments by preparing submissions for tax authorities.
- Analyzed provisions of Income-tax Act, 1961, Social Security Law, and relevant tax treaties.
- Handled income tax compliance for expatriate employees, including filing Form 30C and obtaining TRC.
- Oversaw work of Analysts and Senior Analysts to ensure quality and accuracy.
Senior Associate - Finance & Accounts
TMAG BUSINESS SERVICES PRIVATE LIMITED
11.2021 - 03.2022
- Oversaw daily operations of accounting department to ensure efficiency and compliance.
- Monitored accounting data, producing accurate financial reports and statements.
- Coordinated with audit team to complete annual audits successfully.
- Executed monthly reconciliations of GSTR3B and GSTR1, ensuring timely filings.
- Ensured timely reporting of all monthly financial information to stakeholders.
- Performed weekly and monthly bank reconciliations to maintain accuracy.
- Prepared intercompany balance reconciliations on a monthly basis for financial integrity.
Accountant - Legal compliance team
DURU CO-OPERATION PRIVATE LIMITED
11.2020 - 03.2021
- Preparation and maintenance of statutory accounts and financial statements, ensuring compliance with client requirements.
- Computed and arranged timely deposit of taxes including Income Tax, TDS, and GST, while filing returns for assessments.
- Managed payroll processes involving salary computation, attendance tracking, leave management, and entitlements for clients.
- Oversaw legal compliance tasks such as ROC annual return filings, IT return submissions, GST annual returns, and finalizing financial accounts for auditor review.
Article Assistant
M/s Hemant Dharnidharka and Co., Chartered Accountants - Dharni Group
05.2018 - 10.2020
- Conducted internal, statutory, and tax audits for private limited companies with turnover exceeding 10 crores annually.
- Managed TDS returns filing for forms 24Q, 26Q, 26QB, and 27Q.
- Processed GST returns including GSTR-1, GSTR-3B, GSTR-9, and GSTR-9C.
- Handled GST refund applications on service exports utilizing GST RFD-01.
- Filed IT returns for various forms including ITR-1 through ITR-6.
- Prepared monthly payroll MIS reports for private limited companies with over 20 employees.
- Submitted monthly returns for professional tax, provident fund, and ESI compliance.
Article Assistant
M/s Rammesh Subramanian & Associates- Chartered Accountants
05.2017 - 02.2018
- Conducted internal store audits for Future Group brands, including Big Bazaar and Central.
- Executed statutory audits for private limited companies with annual turnovers exceeding two crores.
- Performed tax audits on private limited companies with turnovers above two crores.
- Led concurrent audits for major banks, including ICICI Bank and SBI Bank.
- Completed stock and book-debts audits for Indian Overseas Bank.
- Managed ROC filing processes for private limited companies.
Education
Chartered Accountancy -
The Institute of Chartered Accountants of India
New Delhi, India12.2021
Bachelor of Commerce in Accounting & Finance -
Indira Gandhi National Open University
New Delhi, India06.2020
Skills
- Direct and international taxation
- LGAAP and US GAAP tax disclosures
- Corporate income tax submissions
- Transfer pricing compliance
- Withholding tax compliance
- SAP ERP proficiency
- Management reporting
- Month-end closing and flux analysis
- Tax ledgers reconciliations
- Standardization and automation support
Accomplishments
Recognition: Awarded the Above & Beyond Award for two consecutive quarters for leading tax operations automation and standardization initiatives.
Personal Information
- Date of birth: 23-04-1996
- Marital status: Married
Languages
English
Advanced (C1)
C1
Telugu
Advanced (C1)
C1
Kannada
Advanced (C1)
C1
Hindi
Upper Intermediate (B2)
B2
Disclaimer
I do hereby confirm that the above-stated information is true and correct.
Timeline
Business Process Manager - Direct Tax COE
Caterpillar India Engineering Solutions Private Limited
04.2023 - Current
Associate
Vialto Partners (Previously known as PwC Global Mobility Services)
04.2022 - 03.2023
Senior Associate - Finance & Accounts
TMAG BUSINESS SERVICES PRIVATE LIMITED
11.2021 - 03.2022
Accountant - Legal compliance team
DURU CO-OPERATION PRIVATE LIMITED
11.2020 - 03.2021
Article Assistant
M/s Hemant Dharnidharka and Co., Chartered Accountants - Dharni Group
05.2018 - 10.2020
Article Assistant
M/s Rammesh Subramanian & Associates- Chartered Accountants
05.2017 - 02.2018
Chartered Accountancy -
The Institute of Chartered Accountants of India
Bachelor of Commerce in Accounting & Finance -
Indira Gandhi National Open University