ROHIT TRIPATHI
Mumbai
Summary
Tax and Finance professional with deep expertise in Canadian Taxation, Financial Reporting, Regulatory Compliance, and Operations Management. Strong background in T1, T2, T3, and Estate Returns, financial statements, and complex tax planning engagements. Proven team leader with extensive experience in client management, revenue operations, MIS reporting, and training.
Overview
9
9
years of professional experience
Work History
Team Leader
Datamatics Business Solutions Limited
01.2024 - Current
- Prepared and reviewed Canadian tax returns for Personal (T1), Corporate (T2), Trust (T3), and Estate filings, consistently earning partner and manager appreciation for quality and compliance.
- Prepared Financial Statements under Compilation and Review Engagements, ensuring clean financial reporting and audit readiness.
- Managed foreign reporting disclosures including T1135 and T1134, supporting cross-border compliance.
- Working knowledge of FATCA & CRS regulatory frameworks and their relevance in global tax reporting and financial institutions.
- Drafted response letters for CRA notices and tax queries, supporting regulatory compliance and issue resolution.
- Executed tax planning and reorganization work, including Estate Freezes using Family Trusts and Corporate Beneficiaries under Sections 84, 85 & 86 of the Canadian Income Tax Act.
- Handled special tax elections forms including T2057/2058, T2054, and T2062/T2062A.
- Worked on Excel-based MIS and revenue dashboards, tracking client-wise revenue, billing, and operational performance on a daily, weekly, and monthly basis.
- Solely managed high-revenue projects in the first tax season, achieving the highest revenue and earning Best Performer for the year.
- Led weekly client communication calls independently, ensuring structured reporting, delivery governance, and stakeholder confidence.
- Led team operations and financial performance, managing BTS, chargeability, utilization, billing, and revenue reporting for maximum profitability.
- Led a team of 5–6 associates (off-season), scaling to 20+ during peak season, driving delivery, productivity, and quality control.
- Trained and mentored new hires on taxation concepts, workflows, documentation standards, and quality benchmarks.
Finance and Accounts Executive
Zell Education Pvt Ltd
12.2022 - 12.2023
- Analysed monthly GST data as per organisational SOP checklist and managed the entire organization's GST compliance
- Computed GST liabilities, assessed eligible Input Tax Credit (ITC), and conducted regular reconciliation between GSTR-2A/2B.
- Conducted meticulous ledger scrutiny encompassing a wide spectrum of accounts, including sales, purchases, expenses, income, assets, liabilities.
- Independently created a MIS driven revenue analysis report, which served as a pivotal resource in facilitating informed decision-making for senior management. Additionally, the report proved to be of significant value to prospective investors.
- Collaboratively contributed to the development of a customized CRM system within the company, instrumental in successfully recovering outstanding revenue totaling approximately ₹3 million and counting.
- Achieved zero discrepancy in numbers between departments, by developing in-house reconciliation system, cutting costs for internal audit.
- Successfully rectified and cleared uncategorized revenue stream worth ₹5.9 million by collaborating with cross-functional teams not only resolving the issue but also mitigated the risk of overpayment in taxes.
- Accomplished result-oriented Ad-hoc variance analysis on a periodic basis between department budgeting curbing overspending by 12% QoQ.
- Significantly contributed to the successful integration of the bank interface with the payment absorption method, leading to a remarkable reduction of less than 1% of MoM income being held under suspense.
- (One of the fastest Emerging Ed-Tech's companies in India)
- (FY22-23 'Q1' best performer in Finance Department)
Senior Tax and Finance Associate
Jimit Mehta & Co.
07.2017 - 10.2022
- Ensured 100% GST compliance by accurately computing and filing GSTR-1, GSTR-3B, CMP-08, GSTR-4, GSTR-9, and 9C, improving tax accuracy and transparency.
- Resolved departmental Show Cause Notices under ASMT-10 & ASMT-11.
- Spearheaded GST registrations for 140+ firms/companies/LLPs.
- Solely Managed the GST portfolio for 32 clienteles.
- Optimized input tax credit (ITC) by reconciling GSTR-2A/2B data, minimizing discrepancies and enhancing financial control.
- Managed TDS across sections 192, 194C, 194E, 194J, 194I, 194H, 194A, and 194Q.
- Filed income tax returns (ITR-1, 3, and 4) for multiple firms.
- Generated and managed E-way bills and E-invoices for client.
Junior Finance Associate
RVJ & Associates
08.2016 - 06.2017
- The basics of finance notably by managing books of accounts along with banking and other financial records of a company or a client.
- Understanding and preparation of Financial Statements.
- Preparation and entries of Journal, Subsidiary books, Ledgers and Trial Balance.
- Preparation of Final Accounts of a client or firm.
Education
Masters of Commerce - Corporate Accounts, Audit and Taxation
University of Mumbai
06.2022
Bachelors of Commerce - Financial Accounting and Auditing
University of Mumbai
06.2016
Higher Secondary (HSC) -
Thakur College of Science and Commerce
01.2013
Skills
Technical skills
- Tax planning
- Foreign reporting
- Financial reporting
- Tax compliance
Soft skills
- Client communication
- Leadership
- Problem solving
- Coaching and mentoring
Software skills
- Microsoft Excel (Advanced)
- Power Query
- DAX
- Microsoft Office
- Case-Ware
- CCH I firm
- Profile
- Tax prep
Accomplishments
Best Performer in Tax Team for FY 24-25 - Datamatics
Timeline
Team Leader
Datamatics Business Solutions Limited
01.2024 - Current
Finance and Accounts Executive
Zell Education Pvt Ltd
12.2022 - 12.2023
Senior Tax and Finance Associate
Jimit Mehta & Co.
07.2017 - 10.2022
Junior Finance Associate
RVJ & Associates
08.2016 - 06.2017
Masters of Commerce - Corporate Accounts, Audit and Taxation
University of Mumbai
Bachelors of Commerce - Financial Accounting and Auditing
University of Mumbai
Higher Secondary (HSC) -
Thakur College of Science and Commerce