Anchal Kotian
Finance and Taxation | Pursuing US CMA Certification
Mumbai
3+ years of work experience
Aug 202510 mosPresent
Mumbai
Nov 20231 yr 10 mosAug 2025
Mumbai, Maharashtra, India
• Transitioned from intern to a full-time billable role by demonstrating strong work ethic, attention to detail, and a commitment to learning.
• Support the preparation of Terminal T1 and Estate T3 Trust returns, ensuring accurate handling of client files and sensitive information.
• Assist in tracking and organizing investment, real estate, and personal asset data for accurate tax reporting.
• Review wills and supporting documents to help ensure estate filings reflect the deceased’s intentions.
• Engage directly with clients to ask clarifying questions, enhance understanding of estate files, and support timely issue resolution.
Jan 20234 mosApr 2023
Mumbai, Maharashtra, India
• Gained hands-on experience in Canadian taxation during a 4-month internship, adapting quickly to various roles across departments while managing client files with precision.
• Progressed into a supervisory role, guiding and mentoring two interns in reviewing live client files and ensuring high-quality deliverables during peak season.
• Built strong foundational knowledge of Canadian tax regulations through real-world case studies, team-based assignments, and exposure to a wide range of client scenarios.
May 20192 mosJun 2019
Mumbai, Maharashtra, India
Education
Bachelor's degree, Accounting and Finance
University of Mumbai
20182 yrs2020
St.Rocks High School
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