Open to opportunities

Naresh Agrawal

@nareshagrawal

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I manage direct tax filings, regulatory compliance, and workflow automation for Chartered Accountancy firms.

India

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What I'm looking for

I’m seeking a long-term Direct Taxation role with increasing technical and advisory responsibility, where I can handle tax filings, regulatory compliance, process improvement, and client work.

At Dayal and Lohia, Chartered Accountants, I manage end-to-end income tax return filing for individual, business, and HUF clients, alongside TDS, Profession Tax, ROC, NFRA-2, trust financial statement, and LLP conversion compliance work. I also built the firm’s compliance calendar automation using Google Apps Script and Sheets.

Previously, I led accounting, billing, reconciliations, payroll, GST and TDS workings at Bullet Healthcare Services, supporting audits and statutory filings while processing payroll for 100+ in-house staff and 300+ field officers. With CA Intermediate Group 1 cleared and an MBA in Finance in progress, I’m building a long-term career in Direct Taxation with growing technical and advisory responsibility.

Experience

Work history, roles, and key accomplishments

Current

Admin Assistant

Current

Dayal and Lohia, Chartered Accountants

Sep 2025 - Present (11 months)

Manages end-to-end Income Tax Return filing for individual, business, and HUF clients, and handles ROC, NFRA-2, and other regulatory compliances. Built internal automation for compliance calendar and attendance reporting.

Income Tax Return Filing Professional Tax Returns Tally Prime ROC Filings NFRA 2 Google Apps Script Payroll Processing Invoicing Compliance Automation

Associate - Kotak Life Insurance Process

Globiva Services Pvt. Ltd.

Dec 2022 - Mar 2024 (1 year 3 months)

Handled outbound and follow-up sales communication for life insurance and investment products in an SLA-driven environment, recognized as a top performer.

life insurance Investment Products SLA

Senior Accounts Administrator

Bullet Healthcare Services

Nov 2019 - Sep 2021 (1 year 10 months)

Led day-to-day accounting operations, bank reconciliations, and statutory filings including GST, TDS, and Income Tax. Managed payroll for over 100 staff and 300 field officers.

Accounting Bank Reconciliation GSTR 1 GSTR 3B TDS Payroll Processing Invoicing Documentation

Accounts Trainee

Agrawal Mundada & Associates, Chartered Accountants

Nov 2018 - Oct 2019 (11 months)

Assisted with bookkeeping, income tax computations, ITR filing, and GST return workings for individual and business clients using Tally ERP 9 and CompuOffice.

Bookkeeping Tally.ERP 9 CompuOffice