CA Sarvesh Jajoo

As a Consultant in People Advisory Services at EY, I provide strategic tax and regulatory solutions to multinational organizations and globally mobile employees. My expertise spans expatriate tax planning, tax equalization, treaty optimization, and end-to-end compliance — including return preparation and query resolution. I specialize in FEMA advisory, offering guidance on cross-border transactions, employee stock incentives (ESOPs, sweat equity, OCPS, CCPS), and compensation structuring to ensure full compliance with Indian foreign exchange laws. I also advise on labor law frameworks impacting international mobility. In addition, I work closely with High-Net-Worth Individuals (HNIs) on succession planning, delivering tailored strategies to optimize tax liabilities while ensuring smooth intergenerational wealth transfer within the legal and regulatory framework. With a strong track record in defending tax positions, I represent clients in litigation matters and hearings before tax authorities, ensuring risk mitigation and timely resolution. Passionate about delivering practical, business-aligned solutions, I help clients manage their global workforce and personal wealth efficiently, while staying fully compliant with evolving tax and regulatory landscapes.

"At MATRIX our mission is to ignite a passion for math, fostering fluency, critical thinking, and problem-solving skills. Through innovative teaching and a rigorous curriculum, we empower students to confidently apply mathematical concepts in real-world scenarios. Our goal is to shape analytical minds, nurture love for mathematical exploration, and prepare individuals for success in a math-centric future."

During my articleship I acquired a versatile skill set across various domains: Audit: - Contributed to Income Tax Audits for a range of entities, including filing Form 3CA/3CB-3CD. - Played a vital role in Statutory Audits under the Companies Act, 2013, and assisted in preparing Financial Statements for both private and public companies. - Supported Inventory and Internal Audits across multiple sectors, including the power industry. - Engaged in Statutory, Internal, and Concurrent Audits of Nationalized, Co-operative Banks, and Credit Societies. - Involved in ITGC audits for listed companies. Taxation: - Managed the filing of Income Tax Returns for diverse entities, including charitable trusts. - Expertise in GST Returns, annual reconciliation, and providing consultancy. - Assisted with registration procedures and compliance under the GST Act, Income Tax Act, and various State Laws. - Handled filing appeals, revisions, and rectifications under both the Income Tax Act and GST Act. Finance: - Supported the preparation of Project Reports for SME industries in sectors such as Construction, Agriculture, Seeds, and Fertilizers. - Proficient in project file preparation and bank coordination. - Prepared CMA reports and conducted project appraisals. Other Areas: - Provided business and project consultancy, drafted partnership deeds, and assisted with partnership and company incorporations. - Expertise in reconciling and preparing forms related to Private Companies. - Facilitated document submission for availing State and Central government subsidies and benefits. - Conducted bookkeeping and accounting for a variety of clients.