Summary
Overview
Work History
Education
Skills
Certification
Interests
BUSINESS EXPOSURE
Software
MEDITATION
Timeline
AccountManager
SHIVAM KASHYAP

SHIVAM KASHYAP

CHARTERED ACCOUNTANT IN PRACTICE
Gwalior

Summary

To gain experience and professional competence in the field of Accounting Finance and to provide value to various clients. To be a valued part of a reputed organization that provides a steady career growth along with a good work-life balance.

Dynamic Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management.

Overview

14
14
years of professional experience
2
2
Certifications
2
2
Languages

Work History

Senior Account Manager

IDEAL GROUP
06.2023 - Current


  • Cultivated a deep understanding of client businesses and aligned relationship strategies with company objectives, strengthening long-term partnerships.
  • Negotiated and executed debt settlement strategies, successfully resolving liabilities exceeding ₹16 crore.
  • Streamlined account and fund management processes, driving higher efficiency, accuracy, and productivity.
  • Directed finance and fund flow management for high-value clients, ensuring optimal resource utilization, and safeguarding of funds.
  • Analyzed client behavior and financial patterns to design data-driven account strategies, boosting retention rates and client satisfaction.
  • Enhanced cross-departmental collaboration and communication, enabling faster problem-solving, and improved service delivery.

Account Manager

LAXMI MUKUND ENTERPRISES PVT LTD
05.2022 - 05.2023
  • Results-driven finance and taxation professional with a proven track record of building strong client relationships, enhancing satisfaction, and driving revenue growth.
  • Skilled in swiftly resolving escalated issues to protect client interests, and retain key accounts.
  • Experienced in tax planning, wealth creation strategies, and successfully handling income tax searches, along with post-search compliance, in collaboration with leading CA consultants in Raipur.
  • Adept at streamlining internal processes to improve efficiency, and identifying new business opportunities within existing portfolios.
  • Additionally, I demonstrated expertise in school budget analysis and fee structure evaluation, providing actionable insights to support effective financial planning and sustainable institutional growth.
  • Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
  • Increased client satisfaction by building strong relationships and addressing their needs promptly.

Partner

AUDITAX – A Vijaywargiya & Co.
05.2018 - 04.2022

Senior Leader

Girdhar Garg & Associates
11.2017 - 01.2018

Senior Leader

Abhay Kumar Jain & Co
11.2016 - 02.2017

Article Assistant

Abhishek Gang & Co
02.2012 - 02.2015

Education

CA Final (Group I) - Accounting Finance Auditing And Law

The Institute of Chartered Accountants of India (ICAI)
Delhi, India
05-2016

CA Final (Group II) - COSTING, INCOME TAX, GST

The Institute of Chartered Accountants of India (ICAI)
Delhi, India
06-2018

B. COM - FINANCIAL ACCOUNTING

DAVV University
INDORE INDIA
05-2016

12th - Science

M.P. Board
MUNGAOLI ASHOKNAGAR
03-2008

10th - ALL SUBJECT

C.G. Board
RAJNANDGAON CHATTISHGARH
03-2006

Skills

Strategic thinking

Certification

DISA - ICAI Oct : 2021

Interests

Playing Chess, reading Books (ICAI)

BUSINESS EXPOSURE

  • {Audit Exposure}
  • (i) Statutory & internal Statutory audit involving compliance of Accounting Standards, Companies Act, CARO of level 1 enterprises of various enterprises including, NGO, Hotel Industries, Automobile Industries
  • (ii) Various statutory Tax audits of Corporate Entity, Trust, Partnership Firm, HUF and Proprietor ship Firm
  • {Finance Exposure}
  • (i) Project Report and CMA Data Prepare for Various Entity
  • (ii) Report prepare as per SA 3400 on the Examination of Prospective Financial Information
  • {Bank Audit Exposure}
  • Signing Partner of Concurrent Bank Audit
  • Team Leader of Statutory bank Audit
  • {Taxation Exposure}
  • Direct Tax
  • (i)Income Tax Computation and finalization of Income-tax return for all types of assessees including Company & Trust.
  • (ii)Filling and Preparation of written submission of Assessment Notices, Intimation
  • (iii)Documentation of Appeal Work.
  • (iv)TDS/TCS Compliance Periodic Return Filling and Issuance of Form16, Form 16A.Computation of TDS on Salary of Multiple employees for Employer.
  • (v)Filling of correction returns. Reply of intimations and notices. Ledger Scrutiny (with special attention on TDS).
  • (vi) Various Form file under Income tax and TDS like Form 10E, 10CCB, 10B, 10BB, 15G,15H etc.
  • B) Indirect Tax
  • (i)Filling of GST Audit - GSTR9 and GSTR 9C of Corporate Entities and Non Corporate Entities
  • (iii) GST Return Filing of GSTR - 3B and GSTR - 1.
  • (iv) Registration under GST.
  • {Company Law Exposure}
  • (i) Company Annual Return filling - AOC4, MGT -7 , MGT - 7A
  • (ii) Other than Annual Return filling , Various Returns file on MCA- DIR-3, INC -20A, PAS-3, CHG-1,DPT - 3 etc.

Software

TALLY

EXCEL

COMPU TAX

MEDITATION

The Shakti Pāl Feeling represents the protective and nurturing power of inner divine energy. Meditating on it allows one to awaken both strength and compassion within. The practice begins by sitting quietly, focusing on the breath, and visualizing radiant energy rising through the body. This energy, called Shakti, is experienced not only as force but also as gentle protection—Pāl. Placing the hand on the heart deepens the sense of being guided and cared for by this inner power. Through affirmations like “Shakti is within me; I am safe and strong”, the meditator releases fear and builds confidence. Regular practice fosters inner strength, emotional balance, healing, and resilience against negativity, while also deepening spiritual connection. The usefulness of Shakti Pāl meditation lies in harmonizing courage with tenderness, helping practitioners face challenges with clarity while feeling protected from within. Ultimately, it reminds us that divine energy flows through us, supporting and guiding every step

Timeline

Senior Account Manager

IDEAL GROUP
06.2023 - Current

Account Manager

LAXMI MUKUND ENTERPRISES PVT LTD
05.2022 - 05.2023

Partner

AUDITAX – A Vijaywargiya & Co.
05.2018 - 04.2022

Senior Leader

Girdhar Garg & Associates
11.2017 - 01.2018

Senior Leader

Abhay Kumar Jain & Co
11.2016 - 02.2017

Article Assistant

Abhishek Gang & Co
02.2012 - 02.2015

CA Final (Group I) - Accounting Finance Auditing And Law

The Institute of Chartered Accountants of India (ICAI)

CA Final (Group II) - COSTING, INCOME TAX, GST

The Institute of Chartered Accountants of India (ICAI)

B. COM - FINANCIAL ACCOUNTING

DAVV University

12th - Science

M.P. Board

10th - ALL SUBJECT

C.G. Board
SHIVAM KASHYAPCHARTERED ACCOUNTANT IN PRACTICE