ANKIT KUMAR PATEL

Chartered Accountant

Summary

+91 95385 51230 | https://www.linkedin.com/in/caankitkumarpatel/

Experience

Tax Associate

Jan’23 – May’23

Guru and Jana Chartered Accountants · Bengaluru

Successfully reduced client penalties by 30% and achieved an 80% success rate in critical appeals by leveraging tax law expertise and providing timely, persuasive responses. Optimised TDS and TCS compliance, enhancing adherence and minimising audit findings through proactive advisory. Led webinars for 500+ participants, empowering client employees with valuable insights into personal tax planning.

  • Achieved a success rate of 80% in critical appeals and cases at ITATs and High Courts by leveraging deep tax law expertise.
  • Optimized TDS and TCS compliance, boosting adherence and reducing audit findings through proactive advisory and training.
  • Led and facilitated webinars with over 500+ participants, enhancing client employee knowledge of personal tax planning.

Tax Analyst

Nov’22 – Jan’23

Guru and Jana Chartered Accountants · Bengaluru

Streamlined tax filing processes with 100% accuracy and timely submissions for HNIs and corporates. Led tax audits with zero errors and increased HNI tax savings by 15% through personalised planning. Spearheaded comprehensive Transfer Pricing Documentation, ensuring full regulatory compliance.

  • Led and successfully managed multiple tax audits, ensuring timely completion and filing of Tax Audit Reports with zero errors.
  • Significantly increased tax savings by 15% for high-net-worth individuals through personalised tax planning and accounting.
  • Spearheaded the development of comprehensive Transfer Pricing Documentation ensuring successful regulatory compliance.

Internal Auditor | Articled Assistant

Sep’19 – Sep’22

Guru and Jana Chartered Accountants · Bengaluru

Boosted audit efficiency by 15% and reduced financial statement errors by 10% through improved controls and actionable recommendations. Led fraud investigations, introduced SOPs, and ensured client compliance with precise TDS filings. Delivered strategic seminars at ICAI forums, enhancing leadership skills, and collaborated with senior management to improve consultancy and operational efficiencies.

  • Spearheaded a high-impact fraud investigation, introduced effective SOPs, and successfully mitigated potential client losses.
  • Achieved 10% reduction in financial statement errors by providing actionable recommendations on multiple assignments.
  • Maintained high-quality standards in pressured situations by collaborating with teams to complete multiple assignments.

Projects

IntelliSpoon

Jul’24 to Sep’24

Established and optimized the supply chain by sourcing high-quality products and implementing growth strategies for sustainable scaling. Maintained accurate financial reporting through robust SOPs and strategically oversaw logistics operations across India. Achieved ₹2,50,000 revenue in two weeks with a ROAS of 4.0+.

  • Developed and implemented growth strategies to scale the venture, ensuring long-term sustainability and efficiency.
  • Maintained financial statements, establishing a robust SOP to track transactions and ensure accurate financial reporting.
  • Collaborated with co-founders to strategically oversee logistics operations across India, ensuring timely and efficient deliveries.
  • Successfully generated ₹2,50,000 in revenue within just two weeks, achieving a Return on Ad Spend (ROAS) of 4.0+.

Skills

Taxation
Tax Planning & Advisory, Compliance & Reporting, Transfer Pricing
Audit
Internal Control Assessment, Risk Assessment, Fraud Investigation, Due Diligence, Financial Reporting
Technical Skills
Tally ERP, Advanced Excel & Macros, QuickBooks

Advanced Excel, PowerPoint, Financial Modelling, Valuations, Portflio Managament

Education

Masters' Union School of Business

2024 – 2025

PGP in Post Graduate Programme in Technology and Business Management

The Institute of Chartered Accountants of India

2017 – 2023

CA Final in Chartered Accountancy · 53.25%

Bangalore University (Lohit's Academy College of Commerce)

2017 – 2020

Bachelor of Commerce in Bachelor of Commerce · CGPA: 8.02; Gold Medalist in Cost Management

Sri Chaitanya Techno School

2015 – 2017

Class XII in Science · CBSE – 95%

Sri Chaitanya Techno School

2006 – 2015

Class X in Science · CGPA: 10

Certifications

Certified in Advanced Information Technology · ICAI
Certified in Advanced Management and Communication Skill · ICAI

Awards

1st position in the Association of Mathematics Teachers of India (AMTI) Olympiad

Showing strong analytical skills

1st place in the 12th National Science Olympiad · Science Olympiad Foundation
5th place in the 9th National Cyber Olympiad · Science Olympiad Foundation
7th place in the 3rd International Math Olympiad · Science Olympiad Foundation

Languages

EnglishHindiOriyaKannada