Samarth Pansare
Mumbai
Summary
Dynamic Chartered Accountant Trainee at Shah Valera & Associates LLP, adept in financial statement analysis and client relationship management. Successfully ensured compliance with the Income Tax Act and GST regulations, enhancing operational efficiency. Proficient in Microsoft Excel and Tally ERP, delivering accurate financial insights and fostering strong client partnerships.
Overview
1
1
year of professional experience
Work History
Chartered Accountant Trainee
Shah Valera & Associates LLP
08.2025 - Current
- Assisted in Statutory Audits of Public & Private Companies, Charitable Trusts, and Clubs as per Companies Act 2013 and helped prepare their Audit Reports.
- Conducted tax audit of companies, firms, and individuals, ensuring compliance with the Income Tax Act, 1961.
- Prepared and Filed Income Tax Returns of various persons as per Income Tax Act, 1961.
- Filed TDS returns for individuals, HUF, companies, and trusts per the Income Tax Act, 1961.
- Prepared form 15CB Certificates pursuant to Sec. 195 of the Income Tax Act, 1961, facilitating compliant cross-border transactions.
- Assisted in the preparation and handling of Income Tax Assessments including compilation of required documents, reconciliation of financial data, drafting of submissions, and coordination for compliance with statutory notices and departmental queries.
- Prepared and filed monthly, quarterly, and annual GST returns (GSTR-1, GSTR-3B, GSTR-9/9C), ensuring compliance with deadlines set by the GST Act, 2017.
- Performed input tax credit reconciliation and assisted in GST assessment proceedings, including document compilation and drafting of replies to departmental queries.
- Assisted in internal audit of companies engaged in trading of crude oil and providing recruitment & project management services, testing internal financial controls (IFC) to evaluate effectiveness of controls and operational processes.
- Assisted in Physical Verification of Stock and Stock Reconciliation of companies engaged in providing health-tech equipment and supply of consumer products.
- Prepared Net Worth Certificates and Chartered Accountant Certificates in compliance with client requirements, ensuring accuracy of financial data, adherence to statutory formats, and timely delivery for regulatory and banking purposes.
- Supported the evaluation of the CRM System by assessing control effectiveness and ensuring strict adherence of sales processes to established SOPs.
- Chartered Accountants
Education
TYBCOM -
K.J Somaiya College of Arts And Commerce
Mumbai03-2025
CA Intermediate -
ICAI
01-2025
CA Intermediate -
ICAI
05-2024
CA Foundation -
ICAI
12-2022
HSC -
K.J Somaiya College of Arts and Commerce
Mumbai03-2022
SSC -
St. Xavier's High School
Airoli03-2020
Skills
- Winman Tax Software
- Income Tax Portal
- Speqta GST Software
- GST Portal
- Tally ERP
- Risk analysis
- Vouching & Verification
- Financial analysis
- Microsoft Excel
- Word
- PowerPoint
- CRM Software
- Astral Software
- Client management
Languages
- English, proficient
- Marathi, proficient
- Hindi, proficient
Hobbies And Extra Curricular
- Football
- Swimming
- Chess
- Travelling & Trekking
- Animal Welfare
- Gardening & farming
Certifications And Skills
- Completed mandatory trainings of Information Technology and Orientation Course as required by ICAI
- Microsoft Excel, Word, Power Point Presentation
- Winman Tax Software, Income Tax Portal
- Speqta GST Software, GST Portal
- Tally ERP
- CRM Software
- Astral Software (procurement)
- Analysis and Risk Assessment
- Vouching & Verification
- Financial Statement Analysis
Timeline
Chartered Accountant Trainee
Shah Valera & Associates LLP
08.2025 - Current
TYBCOM -
K.J Somaiya College of Arts And Commerce
CA Intermediate -
ICAI
CA Intermediate -
ICAI
CA Foundation -
ICAI
HSC -
K.J Somaiya College of Arts and Commerce
SSC -
St. Xavier's High School