CA Shubham Lunkad

Co-Founder

Jalgaon, Maharashtra, India4 yrs 5 mos experience

Highly Stable

Key Highlights

Expert in US GAAP and cross-border financial operations.
Proven track record in tax advisory and compliance.
Co-Founder of a successful accounting advisory firm.

Stackforce AI infers this person is a Financial Services expert specializing in tax advisory and accounting for international businesses.

Contact

Skills

Core Skills

International Tax ConsultingTax AdvisoryUs GaapFinancial ReportingTax ComplianceAuditingTaxation

Other Skills

Estate PlanningSuccession PlanningIncome TaxCorporate TaxTax PreparationConsultingU.S. Generally Accepted Accounting Principles (GAAP)U.S. GAAP ReportingACCOUNTING STANDARD CODIFICATIONFinanceFinancial AccountingCorporate FinanceFinancial AnalysisQuantitative AnalyticsAccounting

About

As a Chartered Accountant in practice, I bring to the table a distinctive combination of technical proficiency, strategic business insight, and a resolutely solution-oriented mindset. Backed by extensive professional experience spanning Indian and US accounting, Income taxation, International taxation, statutory and internal audits, and comprehensive financial advisory, I specialise in assisting Individuals, startups, small and medium enterprises (SMEs), and corporates to adeptly navigate the intricate landscape of Indian financial regulations with precision and clarity. I am also a Certified US accounting professional with specialized expertise in US GAAP and cross-border financial operations. I help businesses navigate complex financial landscapes across both US and international markets. Ideal For: US startups and SMEs needing fractional/outsourced accounting support CPA firms seeking skilled accounting associates for remote positions Companies with international operations requiring cross-border expertise Businesses looking for QuickBooks/Xero implementation and management Available for: Full-time remote positions, contract work, or consulting engagements with US-based companies.

Experience

4 yrs 5 mos

Total Experience

2 yrs

Average Tenure

5 mos

Current Experience

Swastik advisors

Co-Founder and Partner

Nov 2025 – Present · 5 mos · India · Remote

As a Partner at Swastik Advisors, Shubham delivers comprehensive, end-to-end tax and regulatory advisory across both domestic and international frameworks. His practice covers strategic tax advisory and complex transaction structuring, including mergers, acquisitions, demergers, and corporate reorganizations. He focuses strongly on tax-efficient structuring, regulatory optimization, and long-term value preservation for businesses and promoters. Shubham brings deep expertise in tax controversy management, advising clients on assessments, appellate proceedings, and litigation support. His experience also extends to cross-border taxation matters such as DTAA interpretation, foreign tax credit optimization, transfer pricing interfaces, and global mobility taxation. He possesses strong domain knowledge in US GAAP financial reporting and U.S. Federal and State taxation. This enables him to advise multinational enterprises, offshore service providers, and globally operating businesses with seamless coordination. As a Certified Estate and Succession Planner, he provides holistic solutions for wealth structuring and intergenerational succession. His advisory philosophy is grounded in technical rigor, regulatory alignment, and commercially pragmatic outcomes.

Estate PlanningSuccession PlanningIncome TaxCorporate TaxInternational Tax ConsultingTax Preparation+15

Shubham lunkad & associates

Chartered Accountant

Jul 2025 – Present · 9 mos · Jalgaon, Maharashtra, India · On-site

Providing comprehensive accounting and financial advisory services to clients, including US-based businesses:
Manage full-cycle bookkeeping and financial reporting using QuickBooks Online and Xero for US clients
Prepare US GAAP-compliant financial statements and monthly/quarterly management reports
Handle multi-state tax compliance and international tax considerations for cross-border operations
Deliver strategic financial advisory services including cash flow management and business structuring
Conduct internal audits and implement internal controls to strengthen financial operations
Maintain 100% on-time delivery for all client filing deadlines and reporting requirements

International Tax ConsultingTax PreparationQuickBooksFinancial ReportingCash Flow ManagementInternal Audits+1

Deloitte

Assistant Manager

Jul 2024 – Jul 2025 · 1 yr · India · Hybrid

Managed complex tax compliance and advisory engagements for diverse client portfolio in Big 4 environment:
Led income tax assessments, appeals, and regulatory submissions
Conducted comprehensive tax research and provided strategic tax planning recommendations
Prepared and reviewed business tax compliance filings, ensuring accuracy and regulatory adherence
Collaborated with cross-functional teams on international taxation matters
Developed and maintained strong client relationships through clear communication and proactive advisory

Microsoft ExcelQuantitative AnalyticsIncome TaxTax ComplianceTax PlanningTax Advisory

C. b. chhajed & co.

Articled Assistant

Mar 2021 – Mar 2024 · 3 yrs · Mumbai, Maharashtra, India · On-site

Comprehensive training in accounting, auditing, and taxation through structured CA articleship:
Performed statutory audits of financial statements for diverse industries (manufacturing, services, retail)
Conducted detailed financial statement analysis and variance reporting
Prepared income tax returns and assisted with tax planning for individual and corporate clients
Executed internal audit procedures and tested internal controls
Managed client communications and coordinated with stakeholders for information gathering

Direct TaxationFinanceAuditingTaxation