Brittany Klumak
Montreal,QC
Overview
10
10
years of professional experience
Work History
Tax Manager
Crowe BGK LLP
11.2021 - Current
- Specialized in structural reorganizations, cross-border planning and estate planning.
- Key contributor to domestic and international mergers and acquisitions, involving the preparation of client presentations, financial models and detail tax memorandums.
- Experienced with flow-through shares and planned giving arrangements.
- Research and analyzed tax developments and applications to specific business situations.
- Maintained up-to-date knowledge of tax laws and regulations.
- Provided strategic tax advice to support overall personal and business objectives.
- Upheld high standards of accuracy and compliance in all tax-related activities.
Tax Specialist
Crowe BGK LLP
09.2019 - 11.2021
- Participated in structural reorganizations and cross-border planning.
- Participated in domestic and international mergers and acquisitions.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Researched complex tax issues utilizing online resources and professional tax software.
- Executed tax plans to help clients meet objectives, involving the preparation of detailed presentations illustrating the proposed plan, and calculations outlining the expected tax consequences.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Prepared written responses or tax return amendments to resolve issues or inquiries from tax authorities.
Senior Grader
McGill University Desautels Faculty Of Management
06.2017 - 06.2020
- Assessed CPA candidates' written exam responses based on established criteria.
- Offered constructive feedback, highlighting strengths and areas of improvements.
- Collaborated with other graders, participated in training sessions, and remained informed about industry updated.
- Professionally addressed student inquiries or concerns related to grading.
- Upheld confidentiality in handling student information.
Senior Accountant
KMRS LLP
01.2019 - 09.2019
- Executed audits, review engagements, and compilation engagements to assess and report on financial statements.
- Played a key role in analyzing and interpreting financial data to provide insights and support decision-making.
- Demonstrated strong attention to detail and analytical skills in financial statement analysis and reconciliation.
- Conducted reconciliation of investment reports, ensuring accuracy and compliance with financial regulations.
Senior Auditor
EY
09.2016 - 01.2018
- Prepared working papers, reports and supporting documentation for audit findings.
- Consulted clients on internal control systems development and audit program improvements.
- Identified control gaps in processes, procedures and systems through in-depth research and assessment and suggested methods for improvement.
- Mentored junior auditors, providing support and facilitating their professional development.
- Reviewed the working papers of junior auditors to ensure accuracy and compliance with auditing standards.
- Established and maintained strong client relationships through extensive communication.
- Collaborated with cross-functional teams to streamline audit processes and enhance overall efficiency.
- Upheld a commitment to the highest standards of integrity and professionalism in client interactions.
Staff Accountant
EY
05.2014 - 09.2016
- Conducted detailed examinations of financial statements, transactions, and accounting records to ensure accuracy and compliance with applicable accounting standards.
- Assisted in the planning and execution of audit procedures under the guidance of senior auditors and managers.
- Prepared and maintained working papers that documented audit evidence and supported audit conclusions.
- Collaborated with cross-functional teams to gather information, assess risks, and contribute to the overall audit strategy.
Education
Master of Tax Law - LL.M.
HEC Montréal
Montreal, QC2020
Graduate Certificate in Professional Accounting - CPA, Auditor
McGill University
Montreal, QC2016
Bachelor of Commerce - Accounting
McGill University
Montreal, QC2015
Skills
- Positive team-player with the courage to lead and the desire to learn from others
- Highly organized and detail-oriented
- Strong communication and interpersonal skills
- Experienced in working under pressure and ability to manage time efficiently
- Experienced in Microsoft Excel, Word, and PowerPoint, as well as CaseWare and TaxPrep
- Proficient in preparing highly detailed and visually engaging client presentations
Languages
English
Native or Bilingual
French
Full Professional
Affiliations
- Member of the Quebec Chartered Professional Accountants Order (CPA)
- Member of the Association de la planification financière et fiscale (APFF)
- Member of the Canadian Tax Foundation (CTF)
Timeline
Tax Manager
Crowe BGK LLP
11.2021 - Current
Tax Specialist
Crowe BGK LLP
09.2019 - 11.2021
Senior Accountant
KMRS LLP
01.2019 - 09.2019
Senior Grader
McGill University Desautels Faculty Of Management
06.2017 - 06.2020
Senior Auditor
EY
09.2016 - 01.2018
Staff Accountant
EY
05.2014 - 09.2016
Master of Tax Law - LL.M.
HEC Montréal
Graduate Certificate in Professional Accounting - CPA, Auditor
McGill University
Bachelor of Commerce - Accounting
McGill University
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