CA. Bhaskar Jana

Experience

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  KPB & Associates, Chartered Accountants

  Jan 2019 - Jun 2022

  Articled Assistant

  Statutory Audit1. Led a team of 3 members for audits of a Private Limited Company having 2 branches (Mumbai and Gujarat) with a turnover of 90+ crores.2. Assisted and coordinated with a team member in Concurrent Audit and Statutory Audit of Banks.3. Ensured compliance with clauses of form 3CD and prepared Tax Audit Report u/s 44AB and checked the compliance of Direct and Indirect tax laws.4. Performed audit procedures such as Vouching, Verification, Ledger Scrutiny, Physical Verification, Analytical Procedures, Variance Analysis & various other tests of Controls & Details.Internal AuditPlanned and Executed Detailed Audit Procedures and ensured Statutory Compliance with various laws.Banking1. Verified Loans and Advances by review of loan agreements and mortgage documents & Verified Accounts and KYC in detail as per RBI Norms.2. Ensured accuracy, authentication, and compliance of financial transactions with the procedures and guidelines of RBI.3. Verification of Day to Day Transactions to ensure compliance.Indirect Tax1. Filed more than 10 returns & forms every month for a year under GST.2. Detailed analysis of GST annual return and reconciliation statement when GST was in the initial phase (2017-18 and 2018-19).3. Core team member - developed standard operating procedures for the firm for GST Audits.4. Resolved queries of clients related to compliances under GST.Direct Tax1. Prepared, vetted, and filed income tax returns (ITR) for individuals and partnership firms.2. Prepared and vetted for advance tax calculations.3. Executed various assignments of tax audits for entities involved in the trading and manufacturing industry.4. Prepared comprehensive work in the area of assessment proceedings involving preparation of responses, representation, and filing appeals before the Commissioner of Income Tax (Appeals). Show less

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  KPB & Associates, Chartered Accountants

  Nov 2022 - Feb 2023

  Paid Assistant

  Indirect Taxation1. Managed and led GST audits of 10+ clients with 3 senior and 2 junior article assistants in the month of December 2022 (FY 2021-22).2. Indulged in GST audit of a Private Company involved in the Steel Industry with a top line of Rs. 5500+ crores (Approx.) & independently prepared and filed GST annual returns and audits (GSTR-9 and GSTR-9C) for the FY 2021-22.

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  PwC India

  Mar 2023 - now

  Microsoft Dynamics 365 Financial Functional Consultant