Prachi Lohariwala profile photo 1 on Tal

Prachi Lohariwala

Income Tax Advisory and Consultant | CA Intermediate Student (Group 1 cleared) | CFA L1 Candidate | Stock Market Enthusiast | Avid Reader | Curious Learner |

India

6+ years of work experience

AKDD & Associates
Feb 20251 yr 4 mosPresent

Kolkata, West Bengal, India

Corporate Tax Advisory: Assisting in corporate tax planning and advisory assignments to help clients optimize their tax positions while complying with applicable regulations. Analyzing the tax implications of various corporate transactions and providing support in drafting tax advisory notes and reports. Tax Litigation: Drafting replies to tax notices, assessment orders, and show cause notices issued by tax authorities. Preparing detailed documentation and submissions for income tax assessments, appeals, and litigation proceedings before authorities including the Assessing Officer, CIT(A), and ITAT. Coordinating with clients and legal teams in relation to ongoing tax disputes and appellate matters. Compliance and Research: Supporting tax audit processes and ensuring statutory compliance under the Income Tax Act. Conducting detailed research on tax laws, judicial precedents, and departmental circulars to assist in litigation and advisory work. Preparing compliance documentation, including tax computations and filing-related paperwork to meet regulatory deadlines.
Agarwal Rupesh and Associates
Jun 202310 mosMar 2024

On-site

As an Accounting Intern, I undertook a multifaceted role from meticulous transaction monitoring to the meticulous preparation of financial statements and tax filings, my responsibilities included: •Recording and Maintaining Accounting Transactions and preparation of Financials: Methodically recording all financial transactions to ensure accurate and up-to-date accounting records while implementing a robust system to document retrieve and analyze financial data to comprehensively provide a clear and concise view of the financial performance as per relevant Accounting Standards. •Reconciliation of Accounts Payable and Receivable: Conducting thorough reconciliations of accounts payable and receivable to identify discrepancies and ensure the accuracy of financial records. •Tax Filings: Filing Income Tax Returns for both individuals and companies, encompassing a range of forms including ITR 1, 2, 3, and 4. Proficiently handling Goods and Services Tax (GST) Returns, ensuring compliance with regulatory requirements and deadlines. •TDS Workings and Filing: Preparation of Tax Deducted at Source (TDS) workings for various companies by scrutinizing ledgers, ensuring compliance with tax regulations and timely filing. •Ministry of Corporate Affairs Filings: Filing various forms like SPICE, INC 32, MGT 7, DIR 3, AOC 4, DPT 3, CHG 4 for companies, Limited Liability Partnerships (LLPs), and proprietorship ensuring adherence to regulatory norms and deadlines. •Statutory and Bank Statement Reconciliation and Compliance: Conducting meticulous reconciliations of statutory compliance, particularly pertaining to GST, during audits and payroll processes while adhering to all necessary regulatory compliances. •Client Interaction and Compliance Management: Engaging regularly with clients to ascertain adherence to financial policies and regulatory requirements during the preparation of their financial books to ensure seamless compliance.
Self Employed
Aug 20183 yrs 7 mosFeb 2022

Client Collaboration: Collaborated with diverse clients to create compelling and engaging content across various industries. Content Creation: Produced high-quality articles, blog posts, web content, and other materials tailored to client specifications. SEO Optimization: Implemented SEO best practices to enhance content visibility and reach. Research Skills: Conducted thorough research to ensure accuracy and depth of content on a wide range of topics. Deadline Management: Consistently met deadlines while maintaining high standards of writing and content delivery. Editing and Proofreading: Edited and proofread content to ensure clarity, coherence, and adherence to client guidelines. Portfolio Development: Built a portfolio showcasing a variety of writing styles and topics to attract new clients. Client Satisfaction: Received positive feedback and testimonials for delivering impactful content that meets client objectives.

Education

Chartered Accountant, Accounting and Finance

The Institute of Chartered Accountants of India

Chartered Financial Analyst, International Finance

CFA Institute, USA

Join Prachi and 10k+ other professionals on

Tal Boss

Tal is the app where bosses meet engineers & builders directly, without middlemen

Download Tal Boss

Prachi Lohariwala on Tal

Headline

Income Tax Advisory and Consultant | CA Intermediate Student (Group 1 cleared) | CFA L1 Candidate | Stock Market Enthusiast | Avid Reader | Curious Learner |

About

I am an aspiring finance professional pursuing both Chartered Accountancy (CA) and Chartered Financial Analyst (CFA) designations. With a solid foundation in accounting and finance, supported by my BCom Honours degree specializing in Accounts and Finance, I am committed to advancing my expertise in the field. Through a comprehensive Investment Banking Analyst program, I have gained hands-on expertise in financial analysis, valuation techniques, investment research, and advanced Excel modeling. This experience has equipped me with the skills to excel in the dynamic, fast-paced world of investment banking. My practical experience as an Accounts Intern at a CA firm further strengthened my understanding of accounting principles and practices, refining my analytical skills, attention to detail, and ability to communicate complex financial information. Beyond my professional pursuits, I am a passionate stock market enthusiast, constantly exploring new investment strategies and market trends. I am also an avid reader, continually expanding my knowledge across finance, economics, and business. Driven by a desire to leverage my financial knowledge and analytical skills, I am eager to contribute to strategic investment decisions and create value for clients. Committed to lifelong learning, I strive for excellence and growth in the field of finance and investment banking.

Location

India

Work experience

Tax Consultant and Advisor at AKDD & Associates, Feb 2025 - Present · 1 yr 4 mos, Kolkata, West Bengal, India, Corporate Tax Advisory: Assisting in corporate tax planning and advisory assignments to help clients optimize their tax positions while complying with applicable regulations. Analyzing the tax implications of various corporate transactions and providing support in drafting tax advisory notes and reports. Tax Litigation: Drafting replies to tax notices, assessment orders, and show cause notices issued by tax authorities. Preparing detailed documentation and submissions for income tax assessments, appeals, and litigation proceedings before authorities including the Assessing Officer, CIT(A), and ITAT. Coordinating with clients and legal teams in relation to ongoing tax disputes and appellate matters. Compliance and Research: Supporting tax audit processes and ensuring statutory compliance under the Income Tax Act. Conducting detailed research on tax laws, judicial precedents, and departmental circulars to assist in litigation and advisory work. Preparing compliance documentation, including tax computations and filing-related paperwork to meet regulatory deadlines.

Account Intern at Agarwal Rupesh and Associates, Jun 2023 - Mar 2024 · 10 mos, On-site, As an Accounting Intern, I undertook a multifaceted role from meticulous transaction monitoring to the meticulous preparation of financial statements and tax filings, my responsibilities included: •Recording and Maintaining Accounting Transactions and preparation of Financials: Methodically recording all financial transactions to ensure accurate and up-to-date accounting records while implementing a robust system to document retrieve and analyze financial data to comprehensively provide a clear and concise view of the financial performance as per relevant Accounting Standards. •Reconciliation of Accounts Payable and Receivable: Conducting thorough reconciliations of accounts payable and receivable to identify discrepancies and ensure the accuracy of financial records. •Tax Filings: Filing Income Tax Returns for both individuals and companies, encompassing a range of forms including ITR 1, 2, 3, and 4. Proficiently handling Goods and Services Tax (GST) Returns, ensuring compliance with regulatory requirements and deadlines. •TDS Workings and Filing: Preparation of Tax Deducted at Source (TDS) workings for various companies by scrutinizing ledgers, ensuring compliance with tax regulations and timely filing. •Ministry of Corporate Affairs Filings: Filing various forms like SPICE, INC 32, MGT 7, DIR 3, AOC 4, DPT 3, CHG 4 for companies, Limited Liability Partnerships (LLPs), and proprietorship ensuring adherence to regulatory norms and deadlines. •Statutory and Bank Statement Reconciliation and Compliance: Conducting meticulous reconciliations of statutory compliance, particularly pertaining to GST, during audits and payroll processes while adhering to all necessary regulatory compliances. •Client Interaction and Compliance Management: Engaging regularly with clients to ascertain adherence to financial policies and regulatory requirements during the preparation of their financial books to ensure seamless compliance.

Freelance Content Writer at Self Employed, Aug 2018 - Feb 2022 · 3 yrs 7 mos, Client Collaboration: Collaborated with diverse clients to create compelling and engaging content across various industries. Content Creation: Produced high-quality articles, blog posts, web content, and other materials tailored to client specifications. SEO Optimization: Implemented SEO best practices to enhance content visibility and reach. Research Skills: Conducted thorough research to ensure accuracy and depth of content on a wide range of topics. Deadline Management: Consistently met deadlines while maintaining high standards of writing and content delivery. Editing and Proofreading: Edited and proofread content to ensure clarity, coherence, and adherence to client guidelines. Portfolio Development: Built a portfolio showcasing a variety of writing styles and topics to attract new clients. Client Satisfaction: Received positive feedback and testimonials for delivering impactful content that meets client objectives.

Education

Chartered Accountant, Accounting and Finance, The Institute of Chartered Accountants of India

Chartered Financial Analyst, International Finance, CFA Institute, USA