CA Pratik Bharda

Experience

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  K C Kumawat & Company

  Jan 2017 - Jun 2017

  Junior Accountant

  ▶️I have had the privilege of working with KC Kumawat & Company and handling the accounting and auditing of several companies, including Goods Transport Agency Service Company and Freight Forwarding.During my tenure, I honed my skills in financial analysis, budgeting, and forecasting. Additionally, I have experience in preparing financial statements, managing accounts payable and receivable, and conducting internal audits.My attention to detail and ability to prioritize tasks have enabled me to meet tight deadlines and deliver high-quality work consistently. Show less

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  PRAVIN SHAH & ASSOCIATES

  Jul 2017 - Mar 2018

  Senior Account Executive

  ▶️In my previous role at Pravin Shah & Associates, I had the privilege of working as a Senior Accounts Executive. During my tenure, I was responsible for handling Internal Audit, Stock Audits, Income Tax Cases, and other related tasks. My experience in these areas has allowed me to develop an in-depth understanding of accounting principles and practices.Furthermore, I was able to work effectively with clients and colleagues to provide timely and accurate financial reports. My attention to detail and strong organizational skills enabled me to ensure compliance with regulations and deadlines, resulting in positive feedback from both clients and management. Show less

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  S T P & Associates Chartered Accountants

  Apr 2018 - Mar 2022

  ▶️Conduct comprehensive internal audits of the company's Information Technology systems, processes, and controls to identify areas for improvement and ensure compliance with industry standards and regulations.▶️Evaluate the effectiveness of IT governance, risk management, and internal control practices, and provide recommendations for enhancing the company's control environment.▶️Collaborate with cross-functional teams to develop and implement audit plans, assess IT-related risks, and monitor the resolution of audit findings.▶️Stay abreast of emerging trends and best practices in IT auditing, cybersecurity, and data privacy to proactively address potential risks and vulnerabilities.▶️Excellent analytical, communication, and problem-solving skills, with the ability to effectively communicate audit findings and recommendations to stakeholders at all levels. Show less ▶️I have completed my articleship at STP & Associates and gained extensive experience in various areas of audit. Throughout my tenure, I have had the opportunity to work on Statutory Audit, Tax Audit, Internal Audit, and Stock Audit. ▶️One of my areas of expertise is in the Internal Audit of IT companies, including offshore entities, Freight Forwarders, LED Panels dealer, Big coffee beverages dealer, and other major players in the industry who are registered with STPI (Software Technologies Perks of India). In addition, I have prepared Form 3CB - 3CD for various proprietorship, Form 3CA-3CD for various Companies, and even have experience in the preparation of XBRL Reports for big giants company.▶️I am proud to say that I have also served as a team leader for various audit assignments, where I have honed my leadership and communication skills. It has been an enriching experience to work with such a diverse range of clients, and I am confident that my skills and experience will prove to be an asset to any organization. Show less

  • Internal Auditor

    Mar 2021 - Mar 2022

  • Article Assistant

    Apr 2018 - Apr 2021
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  TaxBuddy.com

  Jun 2022 - now

  CURRENT PROJECTS:▶️ AI-Driven Tax Chatbot:Currently developing an AI-powered chatbot to make tax-related guidance more accessible for non-technical users. Key objectives include:- Building a robust knowledge base for tax inquiries- Simplifying complex tax concepts with user-friendly documentation- Implementing AI and machine learning to provide personalized tax guidance▶️ Investment Corner for TaxBuddy Wealth:Leading the development of a comprehensive investment management solution for TaxBuddy, a leading tax planning and filing platform. This tool integrates:- Mutual Funds- National Pension System- Portfolio Doctor- Wealth Builder- WhatsApp Campaign The project emphasizes creating a seamless user experience while incorporating robust campaign management features adherer to their investments holistically.▶️ Collaborating with the Business Development team to deliver product demonstrations for potential third-party partnershipsPAST PROJECTS:▶️ Income Tax Return Automation:Managed the development of WhatsApp and in-house chatbots for Income Tax Return (ITR) automation, streamlining processes to improve efficiency. This involved designing user journeys and lifecycle management, significantly enhancing the user experience.▶️ITR Filing Utilities (1/2/3/4):Led the ITR filing utility enhancement projects, ensuring seamless incorporation of regulatory updates, including schema changes, validation updates, and JSON modifications. The focus was on full compliance with the evolving tax landscape while enhancing the functionality of the tools.▶️SEO-Focused Calculators:Oversaw the planning and development of specialized financial calculators tailored for SEO. This involved ensuring documentation clarity, user-friendliness, and precision in functionality. By merging my financial expertise with SEO strategies, these tools played a critical role in driving traffic and enhancing the user experience on digital platforms. Show less ▶️Team Leadership:Effectively managed a dynamic team of 30 professionals, guiding them in delivering high-quality services to clients. Emphasized a collaborative and goal-oriented approach for task execution.▶️Task Assignment and Responsibility Bifurcation:Developed and implemented strategic methodologies for task assignment, ensuring each team member's strengths were utilized effectively. Bifurcated responsibilities to optimize efficiency and enhance client satisfaction.▶️Taxation Expertise:Engaged in solving intricate queries related to Income Tax Return (ITR) filing, tax planning, and business operations. Demonstrated proficiency in addressing challenges associated with Capital Gain, Business, and Profession taxation matters.▶️Continuous Learning Advocate:Committed to staying abreast of the latest developments in taxation laws and regulations. Constantly updating my knowledge base to provide cutting-edge solutions and insights to clients and students. Show less

  • Product Manager

    Aug 2023 - now

  • Team Lead - Taxation

    Jun 2022 - Jul 2023