DEVANSHI PATEL
Oshawa,Canada
Summary
A CPA student with expertise in financial reporting and taxation. Committed to delivering accurate, timely tax filings while ensuring compliance with Canadian tax legislation. Strong client relationship management enhances service quality and facilitates efficient resolution of discrepancies.
Overview
6
6
years of professional experience
Work History
Financial Reporting and Taxation
SMR CPA
01.2024 - Current
- Applied Canadian tax legislation and CRA guidance to ensure compliance and deliver accurate, timely tax filings.
- Collaborated directly with clients to gather financial data, prepare GIFI-mapped trial balances, and support T1 and T2 filings, including year-end adjustments.
- Worked with engagement teams to prepare year-end working papers and supporting schedules for compilation engagements, contributing to efficient file completion and meeting deadlines.
- Assisted clients during CRA audits and reviews by organizing documentation, reconciling discrepancies, and supporting responses to information requests under senior supervision.
- Managed full-cycle bookkeeping for a diverse client portfolio, maintaining accurate records, reconciliations, and supporting documentation for year-end reporting.
- Built strong client relationships through responsive communication, consistent follow-ups, and practical support in resolving complex transactions and outstanding issues.
Project Assistant
Ontario Tech University
09.2023 - 04.2024
- Collaborated with research teams and stakeholders to coordinate project activities, manage timelines, and ensure timely delivery, demonstrating strong teamwork and client-focused communication.
- Analyzed data and prepared reports and presentations, effectively communicating insights and maintaining responsive, service-oriented relationships with stakeholders.
Staff Accountant (ASPE and IFRS)
MNP LLP
01.2023 - 08.2023
- Collaborated with senior team members and engagement teams to prepare T2 tax supporting schedules, ensuring accurate, timely, and CRA-compliant filings.
- Communicated effectively across teams to verify account balances, reconcile key accounts, and align financial data with corporate tax requirements.
- Reviewed taxable income and coordinated adjustments (depreciation, dividends, retained earnings), supporting accurate reporting and efficient issue resolution.
- Maintained a strong client-service approach by proactively addressing discrepancies and supporting smooth year-end tax processes.
- Contributed to team efficiency by preparing and reviewing corporate tax return data, ensuring alignment with filing requirements and deadlines.
- Built foundational knowledge of Canadian corporate taxation and CPA standards within a collaborative, team-oriented environment.
Financial Reporting and Taxation
Advize Inc.
01.2021 - 01.2023
- Collaborated with clients and engagement teams to support corporate and personal tax filings, ensuring accurate documentation, compliance, and timely submissions.
- Communicated effectively with clients to gather financial information, resolve discrepancies, and respond to inquiries, delivering strong client service.
- Prepared working papers, reconciliations, and supporting schedules for audit and review engagements, contributing to efficient file completion and deadlines.
- Performed account reviews, journal entry analysis, and variance analysis during month-end and year-end close processes to ensure financial accuracy.
- Supported CRA audits and tax research by organizing documentation and assisting with responses under team guidance.
- Utilized QuickBooks, CaseWare, and Excel to maintain accurate records, streamline processes, and enhance team efficiency
Education
Bachelor of Commerce (Honors) - Accounting
Ontario Tech University
Oshawa, ON04-2026
Advance Diploma in Business Administration - Accounting
Cambrian College of Applied Arts And Technology
Sudbury, ON04-2021
Skills
- Tax compliance
- Analytical problem-solving
- Proficient in Microsoft Office applications
- Organizational skills
- Client relationship management
- Effective communication
- Team collaboration
- Professionalism and integrity
Volunteer Experience
- Cambrian College of Applied Arts and Technology,
Wellness Ninja, Inspiring self-care, relaxation, stress reduction, and the development of inner strength at Cambrian College of Applied Arts and Technology, Certified resilience worker certification - Cambrian College
- National Social Service - India,
Leadership Experience, Organized several events and played a leadership role at the college level, Participated as a leader to spread awareness in society for child abuse, gender inequality, and various other social issues at a national level, Visited several undeveloped regions, which needed help to grow and necessities such as food and shelter
Certification
- QuickBooks
- CaseWare
- Profile and TurboTax
- Data Snipper and AuditBoard
Timeline
Financial Reporting and Taxation
SMR CPA
01.2024 - Current
Project Assistant
Ontario Tech University
09.2023 - 04.2024
Staff Accountant (ASPE and IFRS)
MNP LLP
01.2023 - 08.2023
Financial Reporting and Taxation
Advize Inc.
01.2021 - 01.2023
Bachelor of Commerce (Honors) - Accounting
Ontario Tech University
Advance Diploma in Business Administration - Accounting
Cambrian College of Applied Arts And Technology