JAGRIT OBEROI

• Prepared and finalized income tax returns, including tax computations, supporting notes, and e-filing on the tax portal
• Managed withholding tax (TDS) compliance—filed returns, issued certificates, and ensured timely remittances
• Advised clients on IT Act & DTAA matters such as PE, FTS/Royalty, withholding tax, secondment, agreement review, and inter-company transactions
• Conducted 8-year reconciliations of Form 26AS with book income
• Filed statutory forms (15CA/15CB, 67) and handled filing for reportable transactions under Form 61/61A
• Drafted applications including rectification, appeal effect, stay of demand and liaised with tax authorities; assisted clients in obtaining tax registrations/approvals from revenue authorities
• Supported Tax Function Outsourcing (TFO) project—maintained centralized data repository for the group, ensured WHT compliance, and prepared monthly compliance reports
• Contributed to business development through presentations and proposals
• Managed internal AR, risk compliance, and client governance—acted as key tax liaison and provided updates to leadership

• Assisted in Transaction Tax and regulatory advisory for demerger of a listed company
• Prepared deliverable for succession planning advisory for family run business
• Performed direct tax due diligence for acquisitions and investments in target entity and identified tax risks in transaction
• Conducted research on tax & regulatory matters for advisory to clients
• Provided transaction advisory services relating to corporate restructuring, business hive-offs, exit planning, mergers, demergers, slump sale etc.

* Prepared & filed -
- GST Returns GSTR-1 & 3B, Annual Return (GSTR-9) and Reconciliation Statement (GSTR-9C) under GST Law
- Computation of Income and Income Tax returns.
* Performed reconciliation of –
- GSTR-2A with purchase register and GSTR-1 &3b along with sales register of various clients
- Variance in TDS receivables between books of accounts & Form 26AS
* Preparation & filing of GST Refund of export of services company.
* GST Registration for various clients.
* Prepared Financial statements of Companies, Individuals and Partnership Firms
* Drafted submissions and responses for clients on income tax matters
* Preparing newsletter and GST updates for clients.
* Preparation of 26AS Reconciliation for Service Tax Assessments.
* Applied for various types of tenders

* Prepared TP documentation in line with Rule 10D of income tax rules 1962
* Filed Form 3CEB/ income tax return and CBCR
* Conducted searches on Prowess & Ace TP
* Drafted submissions before Transfer Pricing Officer (TPO), (DRP)
* Provided assistance in drafting replies to assessment queries and show cause notices raised by the TPOs, DRP and CIT(A)
* Performed Functions Assets and Risk (FAR) Analysis to determine best method for selection of comparables