Summary
Overview
Work History
Education
Skills
Timeline
Generic

Josh Fitzgerald

Smiths Falls,ON

Summary

Accomplished professional income tax preparer with a meticulous eye for detail and a proven track record of being a successful business owner for more the past decade. As a dedicated and adaptable professional, I am now seeking a rewarding career shift into a light equipment operator role. Fueled by a passion for hands-on work and a commitment to excellence, I am eager to apply my meticulous approach, strong work ethic, and capacity for quick learning to contribute effectively to your team in the realm of light equipment operation.

Overview

13
13
years of professional experience

Work History

Professional Tax Preparer

Self-employed (Bannon's Taxx)
01.2014 - 01.2024
  • Owned and operated a successful income tax preparation business.
  • Purchased additional client lists from competing tax preparation businesses.
  • Prepared T1 Individual Income Tax Returns, GST/HST Returns and T3 Trust Returns.
  • Managed multiple employees. Reviewed employee's work prior to completion and submission to the Canada Revenue Agency.
  • Provided clients with assistance in resolving Canada Revenue reviews and audits in relation to T1 individual income tax matters and GST/HST accounts.
  • Offered clients recommendations to reduce tax liabilities and to prepare for upcoming changes to their tax situations.
  • Provided advice to clients when starting a small business and informing them of tax implications and responsibilities of the new venture.

Independent Distributor

8070890 Canada Ltd
01.2012 - 12.2013
  • Owned & operated an incorporated business as an independent distributor for Weston Bakeries.
  • Provided delivery services of Weston Bakeries bread and baked goods to local stores and restaurants within the territory of Carleton Place, ON, Almonte, ON, and Lanark, ON.
  • Operated and maintained a five tonne twenty-four foot box truck.
  • Managed inventory and ordering of products for all stores on the route.
  • Completed daily pre- and post-trip vehicle inspections.
  • Worked long and unusual hours that this job required in order to be successful.

Professional Tax Preparer

Leslie & MacLeod Chartered Accountants
01.2011 - 12.2011
  • Prepared T1 individual income tax returns for clients.
  • Provided bank reconciliations and additional bookkeeping services for business clientele.
  • Assisted firm with digitizing their filing system.

Education

Ontario College Advanced Diploma - Business Administration - Accounting

St. Lawrence College
Kingston, ON
04.2011

Skills

  • Attention to Detail
  • Relationship Building
  • Verbal/Written Communication
  • Organization Skills
  • Proficient With Operating Large Trucks
  • General Carpentry Skills
  • Power and Hand Tools Proficiency
  • Ability to Work Well Independently or Part of a Team
  • Leading and Managing Staff
  • Adaptability
  • Willingness to Learn New Skills
  • Reliable Work Ethic Anchored in Integrity

Timeline

Professional Tax Preparer

Self-employed (Bannon's Taxx)
01.2014 - 01.2024

Independent Distributor

8070890 Canada Ltd
01.2012 - 12.2013

Professional Tax Preparer

Leslie & MacLeod Chartered Accountants
01.2011 - 12.2011

Ontario College Advanced Diploma - Business Administration - Accounting

St. Lawrence College

Similar Profiles

CREATE PROFILE
Josh Fitzgerald