Kishore R

About Kishore R

I am a CA Finalist currently serving as an Articled Assistant at Suresh & Co. I possess…

Experience

1. Articled Assistant

   Suresh & Co

   Feb 2023 — Present

   During my stint as an article assistant in Suresh and Co, in the taxation and audit departments, I was part of the following assignments: • Provided direct tax assistance to a diverse portfolio of high-net-worth individuals, including a partner at a prominent venture capital firm, the founder and director of a renowned digital learning platform, and a recognized member of the Indian National Cricket Team. • Computed the Internal Rate of Return (IRR) for investments exceeding ₹100 crores for a high-net-worth client affiliated with a notable digital learning platform, ensuring the accuracy of disclosures provided by advisors and fund houses. • Offered strategic advice to optimize tax savings across various scenarios, including transactions involving stocks, real estate, and other asset disposals. • Conducted comprehensive tax audits and supported individuals, firms, companies, and trusts to ensure smooth, efficient, and timely filing of income tax returns. • Analyzed tax provisions and Double Taxation Avoidance Agreements (DTAAs) to tailor advisory services to client needs. • Conducted an internal audit for a family office investment portfolio exceeding ₹1,500 crores, meticulously reconciling transactions and capital gains with accounting records, fund house statements, and investment software while evaluating broker management fee structures in accordance with advisory agreements, PMS, and AIF applications. • Evaluated investment policy compliance, performance benchmarks, and investment approvals to ensure accurate financial record-keeping and adherence to internal policies. • Assisted in internal audits for manufacturing companies to ensure regulatory compliance and strengthen internal controls. • Conducted testing of Internal Financial Controls (IFC) for a NASDAQ-listed technology division. • Conducted internal audit of the stock-based compensation process (for RSUs & ESPP) for a NASDAQ-listed technology division.