Assistant Manager - Tax at V C Shah & Co, Chartered Accountants (2022-06 – 2026-01)
Led a team of 10, allocating work and reviewing outputs to deliver accurate, on-time tax and compliance services for a portfolio of approximately 175 clients across diverse industries
- Delivered capital gains advisory for Foreign Portfolio Investors (FPIs)/Foreign Institutional Investors (FIIs) and Non-Resident Indian (NRI) Investors; analysing transaction structures and applicable tax treaties to optimise post tax returns while remaining fully compliant.
- Lead the team in drafting tax opinions under domestic laws and Double Tax Avoidance Agreements(DTAA); conducting detailed research on client fact patterns and queries to provide clear, defensible positions.
- Performed technical review of approximately 25 foreign remittance transactions per month, validating documentation and issuing withholding tax certificates to support compliant cross-border payments.
- Handled complex tax litigation matters, working with Senior Counsels and Advocates on case strategy and settlement options to drive favourable outcomes for clients.
- Identified and implemented tax saving opportunities for HNWIs, firms, LLPs, Corporates and FPIs/FIIs, delivering material reductions in tax outgo while maintaining full statutory compliance.
- Drafted and filed appeal submissions and responses for assessments, reassessments and search related proceedings, coordinating closely with Income Tax Officers to resolve issues efficiently.
- Represented clients before Income Tax Authorities up to ITAT level, preparing arguments and documentation to support contested positions in high value matters.
- Developed and delivered regular training and update sessions to align teams with new tax and regulatory requirements, improving consistency and reducing errors in client deliverables.
- Analysed key Income Tax budget amendments and distilled them into concise client updates, highlighting practical implications and recommended actions.
- Built and maintained Excel based trackers and reconciliations for high volume tax filings and remittances, improving visibility over status, ageing and key risk items.
- Collaborated with clients and internal teams (audit, litigation, compliance) to resolve data gaps and documentation issues, ensuring smooth closure of assessments and filings.
- Identified process gaps in documentation and review workflows and implemented checklist-based controls, reducing last minute errors and rework during peak seasons.
Manager – Assurance Services at NPV & Associates, Chartered Accountants (2019-11 – 2022-05)
Experienced in audit and tax assignments where I demonstrated early leadership by guiding a 4 members team to deliver accurate, timely client work under senior supervision.
- Advised clients on GST applicability for complex income and expense transactions, reducing classification errors and potential exposure to interest and penalties.
- Reviewed monthly transaction reports to identify GST liable items, reconciling ledgers to ensure accurate tax computation and timely reporting.
- Managed end-to-end GST compliance (calculations, payments, returns and audit reports) for multiple clients, maintaining on-time filing and minimising notices from the department.
- Complied transactional data and drafted responses to GST department notices, addressing discrepancies and supporting clients in closing queries without escalation wherever possible.
- Prepared responses to Income Tax assessments, appeals, refund and scrutiny cases, presenting reconciliations and technical positions to resolve issues and secure favourable orders.
- Managed Income Tax filings for individuals and corporates including detailed capital gains and MAT/AMT computations, ensuring accuracy in high volume filing periods.
- Prepared quarterly advance tax computations and reviewed TDS compliances to avoid interest exposure and ensure alignment between books and statutory returns.
- Assisted in preparing Ind AS Financial Statements, including ledger scrutiny, adjustments and disclosure support, enabling smooth completion of statutory audits.
- Facilitated statutory audits for multiple companies, coordinating with other teams and contributing to CARO compliant audit reports and supporting documentation.
Article Assistant at P.K. Bajaj & Co and S.N. Poojary & Co, Chartered Accountants (2016-08 – 2019-10)
- Developed foundational audit, tax compliance and bookkeeping skills across multiple firms, supporting year-end closings and statutory filings for diverse clients.
