- Key Responsibilities

- GST Compliance
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- Preparation and filing of GSTR-1 and GSTR-3B for assigned clients within due dates

- - Reconciliation of GSTR-2B with books of accounts and follow-up with vendors on ITC mismatches

- - Assistance in preparation of GSTR-9 and GSTR-9C (Annual Return and Reconciliation Statement)

- - Drafting replies to departmental notices including ASMT-10 and scrutiny queries

- - E-way bill generation, compliance monitoring, and handling of Invoice Management System (IMS)

- - GST registration, amendment, and refund applications

- TDS Compliance
- - Preparation and filing of quarterly TDS returns – Form 24Q, 26Q and 27Q

- - Determination of correct section-wise TDS applicability and rate for client transactions

- - Filing of Form 26QB and 26QC for property and rent transactions

- - Resolution of defaults on the TRACES portal and filing of correction statements

- - Generation and issuance of Form 16 and Form 16A

- - Monitoring of interest and late fee exposure under Sections 201(1A) and 234E

- Accounting and Finalisation
- - Day-to-day accounting entries and ledger scrutiny in Tally Prime

- - Bank reconciliation, party ledger reconciliation, and GST reconciliation





- - Assistance in finalisation of accounts and preparation of supporting schedules

- - Preparation of provisional financial statements and projections as required

- - Support in preparation of MIS reports for Virtual CFO clients

- Client Communication
- - Direct coordination with client accountants for data collection and query resolution

- - Transparent explanation of compliance requirements and pending information to clients

- - Drafting professional emails and correspondence in English

- - Verbal communication with clients in Marathi, Hindi and English as required

- - Attending client meetings and departmental visits along with senior team members

- Ownership and Team Support
- - Independent responsibility for the compliance calendar of assigned clients

- - Proactive tracking of due dates and early escalation of issues to the Proprietor

- - Guiding and reviewing the work of article assistants on routine assignments

- - Maintaining proper documentation and working papers for all assignments

- - Adherence to firm quality standards and confidentiality requirements

📌 Account Manager (Pune)
🏢 Yogesh Bhiku Kulkarni
📍 Pune