Sumeet Agarwal
Surat
Summary
- An ambitious and disciplined person seeking a challenging position in a dynamic organization where I can get various chances of working for the value addition of organization along with learning and improving the existing skills and enhancement of knowledge.
- Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
7
7
years of professional experience
Work History
Accounts and Audit Assistant
Didwania Goyal & Co.
Surat
09.2023 - Current
- Reviewed financial documents and records, ensuring accuracy and compliance with laws and regulations.
- Prepared individual and business income tax returns for clients.
- Prepared and Filed Goods and Service Tax Returns including GSTR 1, GSTR 3B, CMP 08, GSTR 04, GSTR 9 & GSTR 10.
- Assisted with accounts receivable activities such as invoicing, collections, and deposits.
- Created financial statements for filing purposes.
- Managed accounts payable and receivable transactions efficiently.
- Reconciled bank accounts on a regular basis.
- Executes substantive procedures to verify account balances and transactions.
- Collaborated with underwriting teams to expedite loan processing and approvals.
- Cultivated strong client relationships, enhancing the borrowing experience and client satisfaction.
- Developed financial models to project future revenue and expenses accurately.
Article & Tax Assistant
PNSV & Co.
Surat
12.2019 - 07.2023
- Prepared and Filed Goods and Service Tax Returns including GSTR 1, GSTR 3B, CMP 08, GSTR 04, GSTR 9 & GSTR 10.
- Actively involved in the preparation of GST audit.
- Facilitated various registrations essential for business operations, including tax registrations (PAN, TIN, GSTIN), and regulatory registrations.
- Engaged in various other miscellaneous tasks like preparation of Net worth Certificate, MSME certificate etc.
- Proactively ensured compliance with legal requirements and provided guidance on registration procedures.
- Prepared Tax Audit Reports for various business entities.
- Prepared and Filed Income Tax Returns of Individual, Firm, HUF etc.
- Prepared and Filed various forms like TDS/TCS.
- Advised regarding Advance tax computation and Investment based deductions under chapter VI-A.
- Participated in meetings with clients to discuss audit results and recommendations for improvement.
- Analyzed complex financial statements using specialized software programs such as Microsoft Excel.
- Conducted preliminary assessments of financial records and internal controls.
Articling Student ( Part Time)
PNSV & Co.
01.2019 - 09.2019
- Managed bookkeeping for small and medium enterprises, ensuring accurate financial records.
- Consistently recorded client transactions following GAAP and client-specific Accounting policies.
- Conducted legal research to support case preparation and strategy development.
- Assisted in preparation of financial statements and reports for internal review, facilitating informed decision-making.
Education
Bachelor of Commerce - Accounting And Finance
Indira Gandhi National Open University
06-2024
CA Intermediate -
The Institute of Chartered Accountants Of India
11-2019
Class XII - Accounting
Gujarat Secondary & Higher Secondary Board
03-2018
Class X -
Gujarat Secondary & Higher Secondary Board
03-2015
Skills
- Financial analysis
- Financial modeling
- Tax planning
- Investment strategy development
- Accounting Software
- Data analysis
- MS Office
- Excel
- Word
- PowerPoint
- GST
- Leadership
- Team Player
- Problem-solving
- Effective communication
- Quick Learner
- Genius
Technical Competence And Interpersonal Skills
- Well versed with MS Office including PowerPoint, Word and Excel.
- Working experience with Genius, MCS, Tally, GenGST and Few Accounting Softwares.
- Familiar with International Operations.
- An effective team player with good communication.
- Sharp and Keen learner that enable quick grasping.
- Possess Good Leadership skills.
Languages
English
Advanced (C1)
C1
Hindi
Proficient (C2)
C2
Gujarati
Proficient (C2)
C2
Timeline
Accounts and Audit Assistant
Didwania Goyal & Co.
09.2023 - Current
Article & Tax Assistant
PNSV & Co.
12.2019 - 07.2023
Articling Student ( Part Time)
PNSV & Co.
01.2019 - 09.2019
Bachelor of Commerce - Accounting And Finance
Indira Gandhi National Open University
CA Intermediate -
The Institute of Chartered Accountants Of India
Class XII - Accounting
Gujarat Secondary & Higher Secondary Board
Class X -
Gujarat Secondary & Higher Secondary Board