CHARTERED ACCOUNTANT • TAXATION • FINANCE

Strategic Finance. Smarter Taxation.

CA Lokesh Gupta is a Chartered Accountant and taxation professional with 16+ years of experience across taxation, finance, compliance, audits and strategic financial management.

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16+ Years Experience
200+ Professionals Trained
4 Major Organizations
CA Lokesh Gupta
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Chartered Accountant Taxation & Finance
ABOUT

Professional Profile

Dynamic and result-oriented Chartered Accountant with extensive experience in Direct & Indirect Taxation, Finance and Strategic Compliance.

Throughout his career, Lokesh Gupta has worked across insurance and corporate sectors, handling taxation, audits, regulatory compliance, litigation, financial operations and stakeholder management.

His professional experience includes leadership roles involving multi-state tax compliance, GST implementation, audit readiness, tax automation and strategic advisory.

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Finance & Tax Strategy

Combining financial expertise with technology-driven compliance solutions to support business growth and regulatory excellence.

CA • Finance • Taxation • Compliance
CORE EXPERTISE

Areas of Expertise

Professional capabilities developed through years of experience in taxation, finance and corporate compliance.

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Direct & Indirect Taxation

Tax planning, compliance, implementation and strategic taxation management.

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Litigation Management

Managing tax litigation, appeals, representations and coordination with authorities.

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GST Compliance

GST implementation, compliance planning, audit support and regulatory management.

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Audit & Compliance

Statutory, CAG, GST and departmental audit readiness and response management.

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Tax Automation

Technology-based taxation solutions and digital compliance processes.

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Financial Reporting

Budgeting, financial reporting, fund planning and financial operations.

CAREER JOURNEY

Professional Experience

May 2023 — Present

Lead – Taxation

Magma General Insurance Limited

  • Head of Direct & Indirect Tax team managing multi-state compliance and litigation.
  • Led GST, CAG, departmental and statutory audit readiness.
  • Implemented technology-driven tax solutions aligned with legal updates.
  • Liaised with tax authorities, legal counsels, IT teams and industry bodies.
  • Advised CXOs on tax planning, TDS, ITC and litigation strategy.
Feb 2018 — May 2023

Segment Head – Indirect Taxes

Reliance General Insurance Company Limited

  • Led the Indirect Taxation function through critical regulatory changes.
  • Directed GST implementation initiatives across multiple business units.
  • Managed litigation, appeals and industry representations.
  • Streamlined compliance systems resulting in audit closure without penalties.
  • Coordinated with ASPs and internal stakeholders for tax digitalization.
Oct 2009 — Feb 2018

Administrative Officer – Finance

Life Insurance Corporation of India Limited (LIC)

  • Spearheaded GST transition across LIC's financial operations.
  • Managed compliance, audit responses and departmental representations.
  • Formulated internal tax SOPs and conducted tax training across branches.
  • Handled fund planning for 16+ branches and consolidated financial statements.
  • Ensured policyholder payouts through digital disbursement channels and treasury operations.
Apr 2009 — Oct 2009

Accounts Officer

Texport Syndicate (India) Limited

  • Prepared financials and managed audits for subsidiary companies.
  • Reported directly to Directors on MIS and financial health.
  • Analyzed debtors and creditors and improved reporting accuracy.
ACADEMIC BACKGROUND

Education & Qualifications

2011

PGDBA – Finance

SCDL

2008

Chartered Accountancy

ICAI

2006

B. Com

Rajasthan University

2003

Senior Secondary

CBSE

2001

Secondary

CBSE

TECHNICAL PROFICIENCY

Tools & Certifications

Software

MS Office SAP Oracle Tally Busy

Compliance Tools

SuperTax DigiGST

Certifications

DOEACC CCC – 2012 ICAI Computer Training – 2006
CAREER HIGHLIGHTS

Key Achievements

01

GST Rollout

Led GST rollout for LIC across India.

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Tax Litigation

Resolved major tax litigations through strategic coordination.

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Team Building

Built high-performing tax teams from scratch.

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Professional Training

Trained 200+ professionals in tax compliance.

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Industry Contribution

Regular contributor to tax forums and industry bodies.

PROFESSIONAL PROFILE

Finance leadership backed by taxation expertise.

Connect With Me →
CONTACT

Let's Connect

For professional discussions, finance leadership, taxation and strategic advisory opportunities.

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Phone +91 99281 77570
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Email lokesh_r4@yahoo.co.in
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LinkedIn Professional Profile
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Location Mumbai, India