Cristina Escobar

Tax Preparer:

• Prepared individual and business tax returns, ensuring compliance with CRA regulations.
• Utilized tax software to streamline return preparation and improve efficiency.
• Reviewed client financial data to identify potential deductions and credits.
• Collaborated with team members to resolve complex tax issues effectively.
• Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.

Bookkeeper:

• Reconciled bank statements and maintained accurate financial records.
• Managed accounts payable, accurately processed invoices
• Prepared and file quarterly GST for business clients
• Utilized Sage 50 accounting software to streamline bookkeeping tasks and enhance accuracy.
• Provided support during audits by supplying requested documentation promptly and accurately.

Payroll Administrator:

• Completed payroll for 20+ companies' employees and maintained detailed records of procedures.
• Submitted monthly payroll remittances for all companies on time.
• Reduced errors in payroll calculations with meticulous attention to detail and thorough data verification.
• Responded to employee inquiries to provide information regarding payroll deductions and related issues.
• Maintained confidentiality of employee records and payroll information.
• Submitted T4s of all employees to CRA before the February 28 filing deadline.
• Electronically submitted Record of Employment to Service Canada within 5 days of the employees' end of employment.
• Issued Employment Letter as requested by employees

Administrative Assistant:

• Assist Management on other office duties
• Implemented a more efficient filing system for financial documents, improving accessibility and organization.

• Taxes: Prepared basic personal taxes; e-file to Canada Revenue Agency
• Communication: Interview clients; schedule appointments; Liaise with CRA
• Utilized H&R Block DTMax tax software to manage client information and streamline return preparation processes.

• Prepared payment requests for manager's approval
• Utilized software to issue volumes of commission cheques to insurance agents and per diem for stockholders
• Updated spreadsheet schedule of accounts for financial statements