Summary
Overview
Work History
Education
Skills
Personal Information
Contact
Education
Hobbies
Timeline
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Priyal Shah

Priyal Shah

Chartered Accountant
Ahmedabad

Summary

Chartered Accountant with over 8 years of experience in financial management, auditing, and compliance, currently serving as a Manager at India Office for a leading Australian CPA firm. Proven track record in overseeing complex financial audits, developing strategic financial plans, and enhancing internal controls to ensure regulatory compliance. Skilled in team leadership, fostering collaborative environments, and delivering insightful financial analyses to support informed business decisions. Committed to maintaining the highest standards of integrity and professional excellence in all financial operations.

Overview

13
13
years of professional experience
3
3
Languages

Work History

Team Leader

Optimisers KPO Private Limited
10.2024 - Current
  • Review and ensure the accuracy of financial statements and tax returns and other accounting and tax documents.
  • Ensure that all tax filings, financial reports, and accounting documents comply with the Australian Taxation Office (ATO) requirements and relevant regulatory frameworks.
  • Provide constructive feedback to team members on improving work quality, efficiency, and attention to detail.
  • Monitor daily workflows to ensure deadlines are met and resources are being utilized effectively.
  • Maintain comprehensive records of job reviews, training outcomes, and team performance metrics.
  • Create and update training materials and resources for the team.

Manager

MGI Sydney (India Office)
01.2022 - 10.2024
  • Managed a team of accounting professionals to deliver outsourced accounting, tax, and financial services to Australian Clients.
  • Liaised with Australian clients to understand their needs and tailor services accordingly.
  • Developed and Implemented process improvements, implemented best practices in financial management and reporting.
  • Coordinated with Australian head office on various projects and deliverables, providing mentorship and performance evaluations.
  • Ensured efficient workflow and task delegation, fostering collaborative work environment.
  • Ensured compliance with Australian accounting and tax regulations.
  • Kept abreast of changes in tax laws and accounting standards, liaising with regulatory authorities as needed.

Reviewer

Manubhai & Shah LLP
06.2016 - 04.2021
  • Conducted thorough reviews of SMSF financial statements and tax returns to ensure compliance with Australian Superannuation regulations.
  • Verified accuracy and completeness of SMSF documentation, including investment records, member contributions and pensions.
  • Stayed updated with changes in SMSF regulations and ensured all reviews were in line with current legislative requirements.
  • Prepared and presented review findings to clients, offering recommendations for compliance and operational improvements.
  • Provided training and support to junior team members on SMSF review procedures and compliance requirements.
  • Ensured secure and organized handling of all SMSF-related documents and data.
  • Utilized specialized SMSF software for efficient review and reporting processes.

Articled Assistant

Arun Sadhwani & Co.
11.2011 - 11.2014
  • Assisted in conducting statutory audits and VAT audits for various clients.
  • Prepared and reviewed audit working papers and financial statements.
  • Assisted in preparation and filing of income tax returns, TDS returns for individuals and businesses.
  • Maintained and reconciled clients' financial records, including ledgers and trial balances.
  • Communicated with clients to gather necessary financial information and documentation.


Education

Chartered Accountant -

The Institute of Chartered Accountants of India
04.2001 - 2021

Bachelor of Commerce -

Gujarat University
04.2001 - 2013

H.S.C -

Gujarat Board
04.2001 - 2010

S.S.C -

Gujarat Board
04.2001 - 2008

Skills

  • Financial Reporting

  • Tax Compliance

  • Problem-Solving

  • Communication

  • Client Relationship

  • Team Leadership

  • Process Improvement

  • ATO Liaison

  • Audit Support

Personal Information

Contact

Ahmedabad, Gujarat 380052

Education

Ahmedabad, India

Hobbies

  • Reading
  • Drawing
  • Dance

Timeline

Team Leader

Optimisers KPO Private Limited
10.2024 - Current

Manager

MGI Sydney (India Office)
01.2022 - 10.2024

Reviewer

Manubhai & Shah LLP
06.2016 - 04.2021

Articled Assistant

Arun Sadhwani & Co.
11.2011 - 11.2014

Chartered Accountant -

The Institute of Chartered Accountants of India
04.2001 - 2021

Bachelor of Commerce -

Gujarat University
04.2001 - 2013

H.S.C -

Gujarat Board
04.2001 - 2010

S.S.C -

Gujarat Board
04.2001 - 2008
Priyal ShahChartered Accountant