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
- Skilled ethics and confidentiality

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