CA Palak Bothra

Operations Associate

Mumbai, Maharashtra, India3 yrs 5 mos experience
Highly StableAI Enabled

Key Highlights

  • Chartered Accountant with strong financial analysis skills
  • Experienced in international tax structuring and compliance
  • Proficient in business valuations and regulatory filings
Stackforce AI infers this person is a Financial Services professional with expertise in tax compliance and financial analysis.

Contact

Skills

Core Skills

Financial AnalysisTax Compliance

Other Skills

ValuationsInternational Tax & AdvisoryFEMA CompliancesDirect Tax Compliances & LitigationsExponent PracticeKickresume AI Resume builderIncome TaxMicrosoft ExcelMicrosoft WordMicrosoft PowerPointTally ERPFrench Teaching

Experience

3 yrs 5 mos
Total Experience
3 yrs 5 mos
Average Tenure
--
Current Experience

Rsm india

Articled Assistant

Jul 2022Dec 2025 · 3 yrs 5 mos · Mumbai · On-site

  • ✔️Valuations:
  • ~ Conducted business and equity valuations using DCF, Dividend Capitalization, BSE/NSE market averaging, and sector-comparative models to derive intrinsic and fair value estimates.
  • ~ Performed valuations under Rule 11UA using prescribed income-based and asset-based methodologies for regulatory compliance.
  • ~ Analysed financial statements, prepared projections, evaluated risks, and computed valuation multiples for advisory and reporting purposes.
  • ✔️ International Tax & Advisory:
  • ~ Supported multi-jurisdiction tax structuring, DTAA planning, WHT analysis, PE/TP considerations and global income flow review.
  • ✔️ FEMA Compliances:
  • ~ Assisted in filing FLA Returns and regulatory filings in Form DNBS-02, DNBS-04B and DNBS-13 for private limited companies.
  • ✔️ Direct Tax Compliances & Litigations:
  • ~ Prepared and filed Income Tax Returns for companies, LLPs, firms, trusts, HNIs and foreign individuals.
  • ~ Worked on end-to-end TDS/TCS compliance, filing of audit reports (Form 3CA/CB, 3CD, 3CEB, 10B, 10BB) and other statutory forms.
  • ~ Drafted factual/legal submissions for assessments and reassessments under sections 133(6), 142(1), 143(1), 143(3), 147, 148, 154, 245.
  • ~ Prepared CIT(A) & ITAT appeals including drafting Form 35/36, statement of facts and grounds of appeal.
ValuationsInternational Tax & AdvisoryFEMA CompliancesDirect Tax Compliances & LitigationsFinancial AnalysisTax Compliance

Education

The Institute of Chartered Accountants of India

Chartered Accountant

Sep 2025Present

CFA Institute

CFA Level 1

Aug 2023Present

University of Mumbai

Bachelor of Commerce - BCom

Jul 2019Apr 2022

Somaiya Vidyavihar University

Higher Secondary Education

Jul 2017Feb 2019

J. B. Vachha High School

Mar 2017Present

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