Vidhi Maheshwari

Vidhi Maheshwari M: - |-| Jaipur, Rajasthan, IN Summary Qualified Chartered Accountant (“CA”) and Bachelor of Commerce Exams, possessing over 1 year and 7 months of postqualification experience with having a keen eye for detail. Dedicated professional with accomplished ability to work independently and as a team member to successfully achieve project goals and objectives. Skilled in Expatriate Tax compliances, Client Management, highly analytical, Risk assessment and assessing potential compliance issues through professional skepticism and professional judgement, collaborative, Client management, team oriented working style with ability to work with a diverse range of colleagues and clients. Skills and Strengths      Knowledge of Assignments, Residency & TRC, Monthly Tax Compliances, Salary Components and Clarifications, Income Tax Return and other Multi-Disciplinary Experiences. Audit of Private Equity Clients, Statutory Audit of Companies and Banks. Excellent written and verbal communication skills along with an expertise in the usage of various MS Office Applications such as Microsoft Excel, PowerPoint, Word & Outlook. Positive attitude, adaptability to change and solution-oriented. Team player and logical reasoning. Experiences Organisation – Price Waterhouse Coopers (PwC), Gurugram, Haryana, India Period - November 2017 – July 2019 Designation - Tax Associate - Expatriate Taxation Job Responsibilities:             Managing and reviewing the work performed by two-three staff members whilst providing coaching and feedback. Responsible for reporting directly to Manager. Exposure of working directly with the Client and completing the client related work in timely manner. Determination of Assignment, Residency & Tax Residency Certificate. Preparation of tax position papers for the various Clients such as Keihin, Seagate, BHP, PepsiCo etc. Assisting the Client with Pre-arrival calls, Post departure calls, monthly tax withholdings, Provident fund, TDS, Form 16, finalization of India Tax computations, calculation of ESPP, RSUs and preparation of Income Tax Returns. Connecting with the Client for salary related queries and other clarifications as reflecting in their pay slips. Undertaking the complete compliance of Risk Management for all Clients. Assisted the team on timely completion and raising of various forms such as CAF, AML, AFS, EAF, etc. Assisted the seniors with the research work of case laws for an advisory. Undertaking all the billings to be done in clients from raising BRF (Bill Requisition Form) till following up with the client for the payment. Acknowledged with Outstanding award and spot awards from my reporting managers for the excellent quality of work and commitment on client service. Participated and took various Learning and education training sessions and other knowledge sessions conducted and learned to apply the same in client situations. Organisation – Kotak Mahindra Bank, Jaipur, India Period - September 2015 to January 2016 Designation - Lead Associate - Sales Coordinator Job Responsibilities: My role briefly consists of file login, solving file pendency’s, determination of eligibility loan amount, data punching in CORE (APAC, Pan Check, BCIF, NCIF), preparation of various types of MIS reports and Check Lists & liaison with the client.  Also, being a member of team appointed for managing and handling RCU Activities.  Working as a part of the sales team and coordinating with peers for a smooth and successful completion of the disbursement process.  Organization: Kalani and Company, Chartered Accountants, Jaipur (Biggest firm in Rajasthan, India) Period: February 2011 – February 2014 Designation: Audit Article Assistant Job Responsibilities:  Audit of Private Equity Clients (Financial Service Industry) – 2 Years  Review of Board meeting minutes, Loan Agreement, Contracts and LPA’s.  Determination of Materiality, Preliminary Analytical Procedure, Scoping of funds.  Preparation of Trial balances and Leadsheet along with the reconciliation with the FS.  Performed Investment ownership and Existence testing by obtaining investment confirmations.  Performed the Cash and cash Equivalent testing, Trade Receivables and Payables testing.  Preparation of the Going Concern memo’s, Subsequent event memo’s, IFRS 7 Disclosure testing, opening balance testing and other reporting working papers.  Performed Mathematical Accuracy/Tie Out of Financial Statements.  Statutory Audits of Companies and Banks – 1 Year  Finalization of accounts in accordance with the provisions of Companies Act and relevant accounting standards.  Vouching, Verification and Ledger Scrutiny of expenses, fixed Assets and other material line items.  Punjab National Bank (Delhi Head Office) including review of Loans and Advances and reviewing NPAs, reviewing the calculation and payment of statutory dues, tax audit report of Branch, review and verify correctness of physical documents of loans granted. Education and Training Chartered Accountant from The Institute of Chartered Accountants of India (ICAI) (Qualified in 2017)  Bachelor of Commerce from Rajasthan University (Graduated in 2012)  Other Achievements Won medal in the National Level Exhibition of Paintings & Poems by Children and Youth. Successfully participated in Student’s Parliament organized by Patrika in Education. Secured 1st Position in debate competition at school level.  Approved Candidate for JENESYS [The Japan-East Asia Network of Exchange for students and Youths Programme].  Participated in Business Plan Competition and involved in various NGO activity.    Personal Details Date of Birth – 1st April 1991 Residence – Jaipur, India