POORNIMA KAWALE
CHARTERED ACCOUNTANT
Summary
Proactive and goal oriented professional experienced with financial reporting, auditing, tax preparation and Income Tax submissions. Utilizes skills in financial analysis and compliance to ensure accuracy and adherence to regulations. Knowledge of accounting software and industry best practices to support financial health and strategic decision-making. Aligning personal skills with organizational goals.
Overview
9
9
years of professional experience
3
3
Languages
Work History
Senior Tax Manager
Upadhye & Company, Tax Consultants
07.2021 - Current
- Conduct Tax Audit and serve as liaison during all audit phases including effective and efficient audit planning and execution
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Headed Accounting and Income Tax Filing services
- Resolve problems and achieve reporting deadlines
- Assisting in Income Tax submissions and appeals to be led with the respective tax authorities
- Engaged in compliance related to Assessments & Scrutiny's under Income Tax
- Spearheaded initiatives to resolve outstanding tax disputes, successfully negotiating favorable settlements in several cases
- Communicate with clients and proactively seek timely feedback for improvements to maximize client satisfaction
Article Assistant
SSK & Company, Chartered Accountants
04.2017 - 03.2020
- Superheaded Concurrent Audit of UCO Bank, Union Bank and Bank of India
- Worked as a team member in the conduct of Revenue Audit of Bank of Maharashtra
- Responsible for preparing and reviewing computation and filing of Income Tax and TDS Returns
- Successfully reduced penalties related to TDS amounting from Rs. 4 crores to Rs. 72 lakhs
- Checked client accounting records, verified and submitted documents, communicated with clients and updated database
- Provided guidance to junior staff wherever needed
- Contributed to a positive work environment with strong interpersonal skills and proactive teamwork attitude
Education
Finals-Group I -
ICAI
01-2026
Finals-Group II -
ICAI
05-2023
Master of Commerce -
Savitribai Phule Pune University
04-2020
Bachelor of Commerce -
Savitribai Phule Pune University
04-2018
IPCC-Group II -
ICAI
11-2017
IPCC-Group I -
ICAI
11-2016
CPT -
ICAI
06-2015
Skills
- Business professionalism
- Adaptable and flexible
- Effective verbal and written communication
- Effective leadership skills
- Analytical reasoning
- Advanced Excel skills
- Experience with Tally ERP software
- Proficient in Finacle
- Compu Office expertise
- Experience with RPU-TDS
Additional Information
- Held the position of Director and Secretary respectively in Rotaract Club of Nasik Grape Valley (Engaged in conducting and managing events, guest pitching and marketing)
- Lead as the Editorial Director of Nashik zone and Rotaract Magazine, ensuring all content met publication standards
- Crafted impactful messages for the District Rotaract Representative (DRR), aligning communications with district goals
- Attended the National Conference conducted by Bhartiya Chatra Sansad
- District Level Basketball player
Timeline
Senior Tax Manager
Upadhye & Company, Tax Consultants
07.2021 - Current
Article Assistant
SSK & Company, Chartered Accountants
04.2017 - 03.2020
Finals-Group I -
ICAI
Finals-Group II -
ICAI
Master of Commerce -
Savitribai Phule Pune University
Bachelor of Commerce -
Savitribai Phule Pune University
IPCC-Group II -
ICAI
IPCC-Group I -
ICAI
CPT -
ICAI