MOHINI JOSHI

Closed old compliance matters with Income Tax, GST, VAT with the satisfactory solution and closure.

Clearing of Import and Export documentation.

Co-ordination with sales team for work disposal.

Co-ordination with Audit team.

Co-ordination with Banks for maintaining the proper works.

Filing of TDS, PT, GST returns on time.

Decision making on every work closure.

• Furnished taxpayers with sufficient information and advice to facilitate correct tax form completion.
• Interviewed clients to obtain additional information on taxable income, deductible expenses and allowances.
• Checked data input and verified totals on forms prepared by others to detect errors in arithmetic, data entry or procedures.
• Used appropriate adjustments, deductions and credits to keep client's taxes to minimum.
• Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
• Facilitated integration of modern tax software with client accounting software.
• Maintained complete records of client tax returns and supporting documentation in secured areas.
• Prepared written responses or tax return amendments to resolve state and federal notices.
• Completed and filed returns with tax departments at local and state.
• Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
• Reviewed available data and compared against tax code to determine exemptions, deductions and potential liabilities.
• Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
• Handled the overall key responsibility related to Income tax and GST Scrutiny and appeals with compliance and got the satisfactory disposals in favour of clients.
• Played a role for providing all types of Insurance as an Insurance Advisor being associated with TATA AIG general Insurance.

• Monthly, Quarterly finalization of accounts and accounts payable/receivable, cash receipts finalizing the monthly, quarterly and half yearly and yearly budget, trust account statement reconciliations, check runs, fixed asset activity, debt activity etc
• Implemented policies for proper accounting methods
• Completed annual audit with finalization of accounts
• Maintained all the files and records of the transactions
• Co-ordination with bank persons for sorting the related issues
• Sorting of all the inquiries from the Management regarding financial results
• Preparing monthly salary and payroll of all staff and co-ordination with agent for filing the PT Returns
• Monthly internal audit of all manual files and financial statements
• TDS payments and returns using the software and timely payments of other taxes
• Managing financial statements
• Vendor’s payments with calculations and cross checking with negotiation to organize the budget
• Co-ordination with new staff and training to new staff of accounts and finance department
• Making decisions for staff welfare
• Making decisions for collection of fees and co-ordination with the defaulters
• Solving parent concerns related to fees
• Timely update of all the fees and collections.
• Created budgets and forecasts for management group to meet regular accounting deadlines.
• Gathered financial information, prepared documents and closed books.

• Scope:
• Handling all Issues related to Payable and Income Tax Matters and e-submissions for scrutiny
• Filing of Income Tax Appeals and also do Submission & appearing before tax authorities during the course of assessment Proceeding
• Preparing details and presentation for Scrutiny assessments, penalty assessments etc
• Handling all taxation related work and finalization of accounts
• Handling Accounts and audit statements finalization work in Tally
• Registration and filing of monthly, quarterly and annual GST Returns
• Monthly TDS Calculation, Payment and Filing of TDS Return
• Various follow ups of demand/Refunds of the clients and follow up on various notices received from the Income Tax Department and other work related to income tax department
• Service tax calculation and filing of service tax returns
• Issuing bill to clients and handling recovery matters
• Payments to vendors.

• Handling Day to Day Accounting Work in Tally
• Bank Reconciliation
• Monthly Service Tax Calculation and Quarterly Filing of Return
• Monthly GST Calculation
• Monthly TDS Calculation, Payment and Filing of TDS Return
• VAT, Central Sales tax , PTEC, PTRC, 12A & 80G, Service Tax registration, Firms Registration and GST Registrations of various clients
• Various follow ups of demand/Refunds of the clients and follow up on various notices received from the Income Tax Department
• Regular payment to vendors
• Issuing bill to clients
• Handling petty cash and all administration related work

• Job profile & scope:
• Making of various notices of the department, managing various reports, scrutiny assessments various lists (reports) monthly, quarterly, fortnightly and yearly reports of the ward, calculation of tax, penalty finding defaulters for tax payments for genuine and outstanding demand, processing of returns, rectifications u/s
• 154 for reduction of demand on suo-moto basis
• E-filing of income tax salary /business returns.