Summary
Overview
Work History
Education
Other Details
Personal Information
Technical Skills And Certifications
Interests
Timeline
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SHWETA MAJGAONKAR

Chartered Accountant
Mumbai

Summary

Seeking a dynamic and challenging career with an organization that provides diverse experiences and enables me to effectively utilize my abilities to serve the company proficiently and with a positive attitude.

Overview

12
12
years of professional experience
8059
8059
years of post-secondary education

Work History

Credit manager

HDFC Bank Ltd.
01.2024 - Current
  • Analyzed applicant's financial status and credit and property evaluations to determine loan feasibility.
  • Maintained full knowledge of current approvals, regulatory environment and made proactive adjustments to meet changing requirements.
  • Managed the entire end-to-end credit approval process from application review through contract negotiation and final execution.
  • Improved credit risk management by implementing effective underwriting policies and procedures.
  • Mentored junior team members in credit management best practices to enhance overall department performance.

Freelancer

Taxation
08.2022 - 12.2023
  • Prepared & filed income tax, GST and TDS returns adhering to relevant guidelines and tax regulations.
  • Partner at TaxBuddy.com: Assisting clients in tax planning and optimizing tax liabilities through efficient strategies.

Tax Expert

SSBA Innovations Pvt. Ltd.
08.2021 - 08.2022
  • Preparing & filing of income tax returns of individuals having different sources of income in accordance with tax laws.
  • Computation of short term and long term capital gain.
  • Assisting clients with regard to the tax implications of overseas investments and foreign income earned pursuant to applicable DTAA.
  • Responding to client tax related questions, such as the suitable tax regime, exemptions to be claimed or not, and Do's & Don'ts while carrying out transactions.
  • Advised clients on tax planning strategies, resulting in significant tax savings while ensuring full compliance with tax regulations.

Audit & Tax Executive

P D Heda & Co.
06.2018 - 02.2020
  • Computation of total income and advance tax liability for private limited companies and filed income tax returns of individuals as well as companies.
  • Independently managed Tax Audit and Statutory Audit, verifying financial records and maintaining meticulous documentation for audit compliance of various types of entities.
  • Conducted GST Audits and assisted clients in GST compliance, registration, and return filings ensuring accurate reporting of transactions in accordance with tax regulations.

Article Assistant

Parekh & Co.
03.2013 - 08.2016
  • Assisted in the preparation, finalization and review of financial statements, ensuring compliance with accounting standards and tax regulations.
  • Prepared & filed income tax returns of individuals, businesses and corporate entities adhering to relevant guidelines and regulations.
  • Preparation of Books of accounts of co-operative societies, partnership firms and private limited companies in Tally and Busy software.
  • Assisted in income tax assessment cases of individuals as well as corporate.
  • Led Tax and Statutory Audits for clients, ensuring accurate record-keeping and adherence tax laws during the audit process.

Education

Chartered Accountancy -

ICAI

Graduation - TYB.com

Mumbai University
03-2014

HSC -

Maharashtra Board
03-2011

SSC -

Maharashtra Board
03-2009

Other Details

Cooking, Listening music, Podcasts, English, Hindi, Marathi

Personal Information

Date of Birth: 12/10/93

Technical Skills And Certifications

  • Tally ERP
  • MS Office
  • Genius & Busy Software
  • Analytical
  • Focused
  • Adaptable
  • Team player
  • Participated in a FinTech and Financial Analysis Course by UpGrad

Interests

Cooking

Listening Podcasts

Timeline

Credit manager

HDFC Bank Ltd.
01.2024 - Current

Freelancer

Taxation
08.2022 - 12.2023

Tax Expert

SSBA Innovations Pvt. Ltd.
08.2021 - 08.2022

Audit & Tax Executive

P D Heda & Co.
06.2018 - 02.2020

Article Assistant

Parekh & Co.
03.2013 - 08.2016

Chartered Accountancy -

ICAI

Graduation - TYB.com

Mumbai University

HSC -

Maharashtra Board

SSC -

Maharashtra Board
SHWETA MAJGAONKARChartered Accountant