Summary
Overview
Work History
Education
Skills
Timeline
Generic

Vipul Jain

Kalyan

Summary

Savvy Tax Associate develops well-rounded tax foundation by preparing various tax returns, tax planning, and special projects for tax engagements within variety of industry niches. Knowledgeable of tax laws related to all reporting entities and taxing authorities to prioritize and manage assignments of varying sizes and complexity within scheduled time. Proficient in Microsoft Office tools, tax compliance process software and tax research databases.

Overview

9
9
years of professional experience

Work History

Senior Tax Associate

C M Lad & Associates
08.2020 - Current
  • Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
  • Performed statutory audit for nationalized bank.
  • Attended on behalf of client for search and seizure action carried out by Income Tax Department.
  • Attended regular as well as reassessment scrutiny and appeal matters for various client and communicated on legal front.
  • Performed Tax audit, statutory company audit and GST audit for various client from diverse industries.
  • Complied and filed GST, TDS and ROC returns on timely basis.
  • Prepared Form 3 for various builders and developers in compliance with RERA requirements.
  • Prepared provisional and projected financial statements for various client to obtain loan and other banking facilities.
  • Secured and properly handled confidential data to protect against unauthorized access, improper transmission, and unapproved disclosure.
  • Responded promptly to official tax notices requiring clarifications and additional submissions.
  • Researched complex tax issues utilizing online resources and professional tax software.
  • Oversaw team of more than 10 tax preparers handling over 700 submissions per year.

Articled Assistant

Kapil Khandelwal & Associates
04.2015 - 05.2018
  • Used accounting software to issue tax returns and prepare consolidated reports.
  • Provided journal entries and performed accounting on accrual basis.
  • Prepared working papers, reports and supporting documentation for audit findings.
  • Maintained records and files to furnish reliable documentation.
  • Prepared reports and materials to assist with audits.

Education

Certified Public Accountant (CPA) - Auditing, Accounting And Taxation

American Institute of Certified Public Accountant
Washington
07.2024

Chartered Accountant (CA) - Auditing And Taxation

Institute of Chartered Accountants of India
India
08.2019

Bachelor of Commerce - Accounting And Finance

Mumbai University
Mumbai, India
04.2016

Skills

    • Tax law familiarity
    • Tax Compliance
    • Financial statement review
      • Tax Return Preparation
      • Tax audit procedures
      • GAAP understanding

Timeline

Senior Tax Associate

C M Lad & Associates
08.2020 - Current

Articled Assistant

Kapil Khandelwal & Associates
04.2015 - 05.2018

Certified Public Accountant (CPA) - Auditing, Accounting And Taxation

American Institute of Certified Public Accountant

Chartered Accountant (CA) - Auditing And Taxation

Institute of Chartered Accountants of India

Bachelor of Commerce - Accounting And Finance

Mumbai University
Vipul Jain