Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Mohammad Kaif Kalvadiya

London,ON

Summary

Accounting professional with experience in bookkeeping, payroll, tax preparation (T1, T2, T4, GST), and financial reconciliation using Caseware, Taxprep, Xero, and QuickBooks. Skilled in client engagement, CRA communication, and ensuring accurate financial reporting and compliance.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Customer Service Representative

Petro-Canada
09.2023 - Current
  • Managing high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Assisting 100+ daily customers with injuries, purchases, and issues resolution, ensuring high satisfaction rates.
  • Resolving customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Enhancing customer satisfaction by promptly addressing concerns and providing accurate information.
  • Responding to customer requests for products, services, and company information.
  • Implementing customer feedback solution to increase the overall satisfaction level.
  • Contributing to sales growth by upselling products and services based on individual customer requirements.

Accountant Intern

SRJ Professional Corporation
01.2025 - 03.2025
  • Bookkeeping & Transaction Coding: Managed bank statement conversions and categorized transactions based on their nature (quarterly, monthly, yearly) using accounting software.
  • GST/HST Filing: Completed GST/HST filings after bookkeeping reconciliation and submitted them through CRA’s Represent a Client portal.
  • Payroll Processing: Prepared payroll using multiple payroll software, generating pay stubs and ensuring compliance with tax regulations.
  • Financial Statement Preparation: Compiled Balance Sheets and Profit & Loss statements using CaseWare, QuickBooks, Xero, and Sage 50.
  • Tax Preparation & Filing: Prepared and filed T4s, T4As, T1 personal tax returns, and T2 corporate tax returns through CRA online services.
  • CRA Liaison: Communicated daily with CRA representatives to update client information and resolve account-related inquiries.

Senior Accountant

24X7 Vista Solution (Valenta BPO)
11.2022 - 07.2023
  • Financial Reporting & Year-End Accounting: Managed year-end accounting processes, ensuring timely and accurate financial reporting.
  • Client Relationship Management: Provided tailored financial solutions while managing relationships with clients and end clients.
  • Payroll Processing: Prepared and analyzed payroll using BrightPay, ensuring accurate compensation.
  • Management Accounts: Created detailed management accounts and utilized Client Engager for client support.
  • Accounts Preparation: Used Xero WorkPaper and QuickBooks for comprehensive accounts preparation.
  • Tax Filing & Compliance: Filed taxes and accounts using Xero HQ and Tax Calc, ensuring compliance with regulations.
  • Self-Assessments & VAT Returns: Prepared self-assessments (SA) to maximize deductions and handled VAT returns for compliance.
  • Cross-Functional Collaboration: Worked with different teams to enhance service delivery and operational efficiency.

Account Executive

24X7 Vista Solution (Valenta BPO)
11.2021 - 10.2022
  • Gained hands-on experience in bookkeeping by managing bank statement conversions and categorizing transactions using Xero and QuickBooks.
  • Assisted in preparing VAT returns, self-assessments (SA), and corporate tax filings while ensuring compliance with HMRC regulations.
  • Learned to prepare payroll using BrightPay, generating accurate pay stubs and ensuring timely salary disbursement.
  • Assisted in preparing balance sheets, profit & loss statements, and management accounts using CaseWare, QuickBooks, Xero, and Sage 50.
  • Managed email correspondence, assisted clients with financial documentation, and coordinated with CRA representatives for account updates.
  • Developed proficiency in Xero WorkPaper, Tax Calc, and Xero HQ for comprehensive accounts and tax preparation.
  • Worked closely with senior accountants to understand industry best practices and enhance service delivery.

Education

Professional Financial Planning - Accounting And Finance

Fanshawe College
London`
04-2024

Insurance & Risk Management - Insurance And Risk Management

Fanshawe College
London, None
04-2025

Bachelor of Commerce - Accounting And Finance

Veer Narmad South Gujarat University
Surat
04-2022

Skills

  • Accounting Software: Caseware, Taxprep, Xero, QuickBooks Desktop & Online, DEXT, Hubdoc
  • Payroll: Wagepoint
  • Bookkeeping
  • Reconciliation: Bank, Credit Card
  • Year-End Preparation
  • Tax: T1, T2, T4 Preparation, Tax Filing, GST Filing
  • CRA Call Communication
  • Client Engagement
  • Customer Service
  • Attention to Detail

Languages

English
Professional Working
Hindi
Native or Bilingual

Certification

Chartered Public Accountant ( Pursing)

Timeline

Accountant Intern

SRJ Professional Corporation
01.2025 - 03.2025

Customer Service Representative

Petro-Canada
09.2023 - Current

Senior Accountant

24X7 Vista Solution (Valenta BPO)
11.2022 - 07.2023

Account Executive

24X7 Vista Solution (Valenta BPO)
11.2021 - 10.2022

Professional Financial Planning - Accounting And Finance

Fanshawe College

Insurance & Risk Management - Insurance And Risk Management

Fanshawe College

Bachelor of Commerce - Accounting And Finance

Veer Narmad South Gujarat University
Mohammad Kaif Kalvadiya