Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
Timeline
Generic

Kumar Lohakare

Pune

Summary

  • A Chartered Accountant with 3.5 years of experience in Statutory Audit and 2.5 years in direct tax and other financial services
  • Currently working as an Assistant Manager(Assurance) in RSM, demonstrating reviews, statutory and tax audits of listed and multinational private companies

Overview

9
9
years of professional experience
1
1
Certification

Work History

Assistant Manager

RSM (Suresh Surana & Associates)
12.2022 - Current
  • Assisted in External Audits for RSM Singapore and China clients remotely (mostly investment and manufacture industry)
  • Managing individual assignments and collaborating within a team, conducting Limited reviews, statutory audits, and tax audits for listed and private companies across diverse sectors
  • Provided advisory services for Ind AS implementation, Financial Statement presentation, and disclosure as per Ind AS and regulatory requirements
  • Assisted clients in implementing issued identified and other guidelines by NFRA

Audit Executive

SP Joshi and co.
05.2022 - 12.2022
  • Conducted statutory audits of private sector companies as per The Companies Act, 2013
  • Conducted Tax audits under section 44AB of The Income-tax Act, 1961 for various entities
  • Assisted in various certification works

Senior Consultant

Ernst & Young LLP
08.2019 - 04.2022
  • Prepared and filed personal Income Tax Returns including filing of form 67 for Expatriate employees along with preparation of Tax equalization calculations
  • Filing Tax assessments and Appeals, CPGRAMS, extensions and writeups and represented at tax office
  • Reviewed policies and provided recommendations
  • Provided on call as well as written advisory support on various issues relating to Provident Fund Laws, Labour Codes and Income-tax Laws

Audit Executive

SP Joshi and co.
08.2018 - 07.2019
  • Conducted statutory audits of private sector companies as per The Companies Act, 2013
  • Conducted Tax audits under section 44AB of The Income-tax Act, 1961 for various entities
  • Assisted in various certification works

Article Assistant

SP Joshi & co
04.2015 - 04.2018
  • Assisted Statutory Audits, Internal Audit, Bank audit
  • Conducted detailed technical and analytical review of corporate, partnership and Individual income-tax returns, tax withholding, advance tax calculations, accounting etc
  • Worked on various Income-tax and Indirect tax compliances thought year of corporate client, partnership firms and Individual clients
  • Trained new assistants

Education

Chartered Accountant -

ICAI
2018

CFA Level I -

CFA Institute
2018

Bachelors in Commerce -

New Arts College
07.2014

Skills

  • Statutory Audit
  • Income-tax

Certification

  • IFRS certification course by EY

Accomplishments

  • Awarded by EY Spotlight 2 times

Languages

Hindi
Proficient
C2
English
Proficient
C2
Marathi
Bilingual or Proficient (C2)
Marathi
Bilingual or Proficient (C2)

Timeline

Assistant Manager

RSM (Suresh Surana & Associates)
12.2022 - Current

Audit Executive

SP Joshi and co.
05.2022 - 12.2022

Senior Consultant

Ernst & Young LLP
08.2019 - 04.2022

Audit Executive

SP Joshi and co.
08.2018 - 07.2019

Article Assistant

SP Joshi & co
04.2015 - 04.2018

Chartered Accountant -

ICAI

CFA Level I -

CFA Institute

Bachelors in Commerce -

New Arts College
Kumar Lohakare