Shraddha Patel
Vadodara,GJ
Overview
6
6
years of professional experience
Work History
RM For mid Corporate Banking
ICICI BANK
03.2025 - Current
- Manage and develop long term relationship with Clients having turnover more than 15 crore and having borrowing limit from bank more than 5 crore, acting as trusted advisor and ensuring customer satisfaction.
- Conduct and analysis their business at first site on the basis of CMA review and various ratio analysis.
- Create and maintain database and update salesforce CRM systems.
- Conduct regular business reviews with clients performance and identify areas for improvement.
Article Assistant
ABNP & Co. LLP
02.2020 - 02.2023
- Company Overview: A dynamic and Customer Centric CA firm, offering personalized tax planning and corporate finance services, helping to create long-term value for clients, people and society and build trust in capital market.
- INDIRECT TAXATION
- Independent handling of GST registration, Amendment and Cancellation of Registration.
- Successfully filed over 150 monthly and 20+annual GST returns (including QRMP, GSTR1, GSTR3B), ensuring compliance and accuracy through Online GST portal and Offline GST Utility.
- Performed GSTR 2A Reconciliation with GSTR 3B monthly and annually for various clients.
- Reconciliation of tax paid with tax return filed in GSTR1 and pass Closing ITC entry.
- Achieved a 100% success rate in processing and receiving GST refunds for clients.
- Evaluated RCM application, Rate of GST tax.
- DIRECT TAXATION
- Streamlined the TDS and TCS filing process, resulting in a 20% reduction in processing time for over 60 returns. Identified Transactions which require TDS Deduction and TCS deduction.
- Conducted 170+ TDS and TCS return.
- Checked Total Income Calculation and Calculated Total Tax required to pay.
- Calculated Advance Tax Calculation and Payment and Processed Income tax return.
- Reduced filing errors by 15% through reconciliation of AIS, 26AS, and client documents.
- Revised on new Chapter VI Deduction.
- Finalized Balance sheet and Profit and loss Account and calculated AMT and MAT.
- Filed 200+Return of Income of Proprietor, Partnership Firms and Private limited Company.
- Processed Income tax Refund Calculation and Received.
- Completed 25+ tax audits (Section 44 AD, section AB, Section 44ADA,3CA ,3CB).
Education
CA Final -
Institute of chartered accountant of India
CA Inter - undefined
Institute of chartered accountant of India
CA Foundation - undefined
Institute of chartered accountant of India
B.COM. - undefined
Maharaja Sayajirao University
Class XII - undefined
Satyanarayan Vidyalaya
Class X - undefined
Vidhya Vikas Vidyalaya
Skills
- Tally ERP 9 proficiency
Websites
EXTRA-CURRICULAR ACTIVITIES & ACHIEVEMENTS
Certification and training Advanced MS Excel Classes Advance IT and MCS course Completed 90+ hour
Languages
English; Gujarati, Hindi
Timeline
RM For mid Corporate Banking
ICICI BANK
03.2025 - Current
Article Assistant
ABNP & Co. LLP
02.2020 - 02.2023
CA Inter - undefined
Institute of chartered accountant of India
CA Foundation - undefined
Institute of chartered accountant of India
B.COM. - undefined
Maharaja Sayajirao University
Class XII - undefined
Satyanarayan Vidyalaya
Class X - undefined
Vidhya Vikas Vidyalaya
CA Final -
Institute of chartered accountant of India