Roles and Responsibilities

1. Audit &

- Assurance

Statutory Audit

- Assist in planning and execution of statutory audits.

- Perform substantive and compliance testing.

- Verify books of accounts, supporting documents, and statutory records.

- Prepare audit working papers and audit documentation.

- Conduct analytical review procedures.

- Identify audit observations and discuss findings with seniors.

- Assist in drafting audit reports and management letters.

Internal Audit

- Conduct internal audit assignments as per audit plan.

- Review internal controls and operational processes.

- Identify process gaps and control weaknesses.

- Prepare audit observations and recommendations.

- Follow up on implementation of corrective actions.

Tax Audit

- Assist in conducting tax audits under the Income-tax Act.

- Verify compliance with tax provisions.

- Prepare tax audit schedules and annexures.

- Assist in preparation of Tax Audit Reports.

2.

Direct

Taxation

- Preparation and filing of Income Tax Returns for individuals, firms, LLPs, trusts, and companies.

- Computation of taxable income and tax liabilities.

- Preparation of advance tax and self-assessment tax workings.

- Handling TDS compliance and reconciliations.

- Assistance in income tax assessments and notices.

- Preparation of submissions and replies to tax authorities.

- Monitoring due dates and compliance requirements.

3.

Indirect

Taxation (GST)

- Preparation and filing of GST Returns.

- Reconciliation of GSTR-1, GSTR-3B, and GSTR-2B.

- GST input tax credit verification.

- Preparation of GST workings and tax computations.

- Assistance in GST audits and assessments.

- Drafting replies to GST notices.

- Registration, amendment, cancellation, and refund applications.

- Compliance review under GST laws.

4. Accounting &

- Bookkeeping





- Maintenance and review of books of accounts.

- Preparation of accounting entries and reconciliations.

- Bank reconciliation statements.

- Ledger scrutiny and account verification.

- Preparation of trial balance and financial statements.

- Finalization support for annual accounts.

- Review of accounting standards compliance.

5.

Corporate

Law &

- Secretarial Compliance

- Incorporation of Companies and LLPs.

- Preparation and filing of ROC forms.

- Maintenance of statutory registers and records.

- Drafting Board Resolutions and Meeting Minutes.

- Annual ROC compliance filings.

- Assistance in strike-off, conversion, and restructuring assignments.

- Compliance under the Companies Act, 2013 and LLP Act, 2008.

6.

Financial

Reporting

- Preparation of financial statements as per Schedule III.

- Preparation of notes to accounts.

- Financial statement review and analysis.

- Ratio analysis and financial performance evaluation.

- Assistance in preparation of MIS reports.

7.

Client

Coordination &

- Relationship Management

- Communicate with clients for information and document collection.

- Attend client meetings independently or with seniors.

- Resolve routine client queries.

- Maintain professional relationships with clients.

- Ensure timely completion of assignments.

8. Documentation &

- Quality Control

- Maintain proper assignment files and working papers.

- Ensure documentation complies with firm policies.





- Assist in implementation of quality control procedures.

- Maintain confidentiality of client information.

- Support peer reviews and quality review processes.

9. Research &

- Technical Support

- Conduct research on accounting, tax, GST, and corporate law matters.

- Prepare technical notes and summaries.

- Assist partners in advisory assignments.

- Keep updated with amendments in laws and regulations.

- Participate in professional training programs.

10. Team Management &

- Training

- Guide and supervise article assistants and junior staff.

- Review work performed by juniors.

- Provide technical assistance to team members.

- Assist in training and knowledge-sharing sessions.

- Support implementation of firm policies and procedures.

Key Performance Indicators (KPIs)

- Timely completion of assignments.

- Quality of working papers and documentation.

- Accuracy of tax and compliance filings.

- Client satisfaction and responsiveness.

- Compliance with statutory due dates.

- Technical knowledge and professional development.

- Contribution towards firm revenue and efficiency.

Reporting Structure

Reports To:

- Audit Manager / Tax Manager / Partner

Supervises:

- Article Assistants

- Audit Assistants

- Junior Accountants

Required Skills &

- Competencies

Technical Skills

- Accounting Standards and Financial Reporting

- GST and Income Tax Laws

- Companies Act, 2013

- Audit Procedures and Documentation

- Tally Prime, Excel, and Accounting Software

- MCA, Income Tax, and GST Portals

Soft Skills

- Communication and drafting skills

- Analytical and problem-solving abilities

- Time management

- Client handling skills

- Teamwork and leadership qualities

- Qualified ethics and confidentiality

📌 Semi Qualified Chartered Accountant (Mumbai)
🏢 Parekh Sharma u0026 Associates
📍 Mumbai