Apr 2018 – Present · 8 yrs · Mumbai · Hybrid

• Lead end-to-end GST and Income Tax compliance for MSMEs, professionals, freelancers, and individuals
• Handle Income Tax Returns (business and individual), advance tax planning, and compliance tracking
• Manage Income Tax department communications, notices, and follow-ups
• Execute MSME (Udyam) registrations and related statutory compliances
• Design structured compliance systems to eliminate penalties and deadline stress
• Oversee accounting review, bank reconciliation, and data accuracy
• Delegate execution work while retaining control over compliance risk and client communication
• 𝗜𝗺𝗽𝗮𝗰𝘁 & 𝗢𝘂𝘁𝗰𝗼𝗺𝗲𝘀:
• Built and retained 100+ clients across salaried individuals, freelancers, MSMEs, and small businesses
• Implemented monthly compliance reviews, improving on-time filings to 95%
• Enabled proactive tax planning, reducing tax liability by up to 25% (case-specific)

Mar 2018 – Present · 8 yrs 1 mo · Mumbai · Hybrid

• Provide insurance advisory and claims support as part of holistic risk management
• Advise clients on health and term insurance based on coverage gaps and exposure
• Assist clients during insurance claim settlement and insurer coordination
• Focus on suitability, exclusions, and ethical advisory over volume
• 𝗜𝗺𝗽𝗮𝗰𝘁 & 𝗢𝘂𝘁𝗰𝗼𝗺𝗲𝘀:
• Prevented under-insurance for 40% of new clients through proper coverage advisory
• Coordinated claims documentation and follow-ups, securing 90%+ approvals within one month

Jul 2017 – Mar 2018 · 8 mos · Mumbai · On-site

• Executed GST registrations and ensured compliance with GST department requirements
• Filed GSTR-1 and GSTR-3B while rules and systems were evolving
• Handled departmental follow-ups and clarifications
• Continued Income Tax Return filings and compliance alongside GST work
• Took operational responsibility during practice transition

Apr 2013 – Jun 2017 · 4 yrs 2 mos · Mumbai · On-site

• Managed accounting entries and bank reconciliation for multiple clients
• Prepared data for ITR filings, MVAT returns, and Service Tax computations
• Handled offline and early online filings during the tax digitisation phase
• Prepared and filed MVAT quarterly, half-yearly, and annual returns
• Assisted with ITR and MVAT audit filings and coordination with external CAs
• Represented clients before tax departments and handled follow-ups and case research
• Supported GST migration from MVAT and Service Tax during the transition phase

Jan 2010 – Mar 2013 · 3 yrs 2 mos · Mumbai · On-site

• Assisted with offline Income Tax Return filings, challan payments, and document preparation
• Supported MVAT registrations and routine compliance filings
• Observed tax computation, documentation standards, and client handling closely
• Gained hands-on exposure to taxation through real cases and departmental processes