Motivated and results-oriented individual with a strong academic background and a passion for the taxation. Proven ability to develop and implement strategic plans, negotiate contracts, and close deals. Expertise in building and maintaining strong relationships with clients, and providing them with the highest level of service.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Audit Executive
Shah Kapadia & Associates
05.2023 - 09.2023
Thoroughly examined Holding Statements, along with ensuring the SEBI compliance of esteemed Clients (e.g. MOFSL, Choice, Pinnacle, Angel One, Vardhaman, Monarch) to validate investment portfolio accuracy and transactions.
Business Consultant
H D O & Associates
10.2022 - 04.2023
Handling the end to end work relating to the GST compliances of 60+ clients including filing of periodic GST returns in the form GSTR-1, 3B, CMP-08 and GSTR-4.
Filing and Monitoring of GST registration and GST refund applications with the department on the behalf of the clients
Engaged in Income Tax Audits (Preparation of Form 3CA/3CB – 3CD) of Individual, Partnership Firm, Companies and HUF. Opinions on various aspects of Income Tax. Conducting Tax Audit and Preparing Report and other documents relating to the same.
Providing Input tax credit reconciliations statements to the entities and guiding them the suitable course of actions to overcome the deviations.
Handled ROC compliance of companies by filing of AOC-4 and MGT-7 and followed up with deadline whenever necessary.
Interpretation of Companys Strengths & Weaknesses by analyzing its Balance Sheets
Audit Assistant
H D O & Associates
10.2019 - 09.2022
Preparation of Income tax computation and filing of returns of various clients including Private Limited Companies, Charitable Organizations, Real estate and Infrastructure Partnership Firms and Proprietors. Preparation and filing of TDS and TCS returns.
Ensured compliance under the provisions of the Companies Act 2013, Income Tax Act. 1961, GST Act 2017.
Negotiating with Tax Officers for Income Tax (Lower Deduction, Refund, Appeal) and GST matters
Education
ICAI -
CA FINAL GROUP 2
50%
11.2022
ICAI -
CA INTER
61.50%
05.2019
Mumbai University -
BCOM
CGPI - 8.28
03.2021
Birla College Of Commerce -
Class XII
89.90%
03.2018
Guru Govind Singh Highschool -
Class X
85.60%
03.2016
Skills
Microsoft Excel, Word, Tally ERP, Winman
Familiar with Power BI
Demonstrated a thorough understanding of Indian Taxation and applied them to Client Situations
Effective and Professional Communication
Produce Financial Statements & analysis of Financial Statements
Worked as a Team Member, also as an Independent Job in charge for several Big and Medium Size Clients
Accomplishments
Successfully defended clients in tax audits, resulting in favorable outcomes in over 90% of cases. Provided expert advice to clients on a variety of tax issues, including tax planning, tax preparation, and tax audits
Successfully mentored and developed several team members who have gone on to be promoted to leadership positions.