DAVID ACTON, CPA
London,ON
Summary
Experienced and client-focused Senior Tax Accountant CPA specializing in tax compliance, planning, and corporate tax for individuals and businesses.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Tax Accountant
A&J CPA
Oakville, ON
08.2020 - Current
- Managed 70 CCPC clients from a variety of industries, including healthcare, automotive sales, and food services.
- Provided tax advice to 150 high net worth and sole proprietorship clients.
- Mentored junior staff and interns on corporate, individual, and excise tax compliance.
- Provided guidance on succession planning through S85.
- Collaborated with firm partners and lawyers to facilitate asset and share deals for clients.
- Used AI to enhance productivity and provide tailored solutions to clients.
- Provided direct assistance to clients in preparing for CRA audits.
- Continuously monitored changes in legislation related to taxation policies and procedures.
- Conducted thorough ratio analysis, internal control evaluations, and substantive testing following ASPE and ASNPO guidelines for review engagements.
Tax Reviewer
Personal Tax Advisors
Toronto, ON
12.2017 - Current
- Reviewed tax documents and provided technical support to staff preparing over 300 T1 and 100 HST returns.
- Worked directly with sole proprietors and multi-year tax clients to discuss tax planning and solutions.
- Developed proficient use of Profile, Simply Accounting, and company database.
- Coordinated directly with management to find ideal tax solutions for clients.
- Coordinated with clients and CRA to find optimal solutions for clients, as per the ITA.
- Uncovered eligibility for WITB credits and employment expenses, helping clients save thousands.
Education
Certificate - Accounting And Finance
CPA Ontario
Toronto09-2020
Certificate - Accounting And Finance
Ryerson University
Toronto, ON04-2017
Bachelor of Arts - Economics
University of Western Ontario
London, ON04-2000
Skills
- Profile, Quickbooks, MS, CaseWare
- Tax Research and documentation
- Corporate, individual and excise tax compliance
- Financial Statements Analysis and Review
- Effective communication abilities
- Tax planning and succession strategies
Certification
- CPA Ontario, March 2024
Courses and workshops
- AI for Tax Research
- AI for Business Analysis
- US tax
- Accounting Ethics
- Succession planning
Timeline
Senior Tax Accountant
A&J CPA
08.2020 - Current
Tax Reviewer
Personal Tax Advisors
12.2017 - Current
Certificate - Accounting And Finance
CPA Ontario
Certificate - Accounting And Finance
Ryerson University
Bachelor of Arts - Economics
University of Western Ontario