Diana Longhurst
Okotoks ,AB
Summary
Well versed individual with over 25 years of experience at the Canada Revenue Agency, excelling in tax obligation guidance and enforcement. Proven analytical thinker with a strong attention to detail, skilled in decision-making and effective communication.
Overview
26
26
years of professional experience
2
2
years of post-secondary education
Work History
BCD Compliance Officer
Canada Revenue Agency
Surrey, British Columbia
07.2023 - Current
- Providing guidance to clients on tax obligations and responsibilities
- Conducting interviews with taxpayers and analyzing information provided in order to make informed determinations in compliance with the Income Tax Act
- Reviewing documents, contracts, and other financial materials to support determinations
Trust Accounts Examination Officer
Canada Revenue Agency
Surrey, BC
09.2009 - 07.2023
- Organizing, scheduling and managing a trust exam inventory including conducting field calls and site visits
- Reviewing employers financial books and records to ensure compliance with the Income Tax and Excise Tax Acts including resolving unremitted trust funds, identifying unreported income, ensuring proper reporting of taxable benefits, and calculating and applying applicable penalties
- Delivery of various emergency subsidy programs including CEWS, THRP and CERS
Trust Compliance Team Leader (acting)
Canada Revenue Agency
Surrey, BC
08.2008 - 09.2009
- Leading and monitoring the activities of a trust compliance team to ensure established targets were met
- Performance management, development and improvement of individual team members
- Reviewing cases submitted by team members to ensure accuracy and compliance with established criteria
Resource Officer (acting)
Canada Revenue Agency
Surrey, BC
01.2008 - 08.2008
- Reviewing complex collections cases to determine best courses of action
- Researching and analyzing information and legislation from internal and external sources
- Maintaining an inventory of complex cases requiring strategic collection strategies
Collections Contact Officer/Collections Officer
Canada Revenue Agency
Surrey, BC
02.2000 - 08.2008
- Ensuring the security and confidentiality of sensitive information
- Coordinating with legal counsel to certify and register legal documents, obtain writs, and execute bailiff proceedings
- skip tracing and contacting taxpayers in order to determine best collection strategies
Education
Payroll Fundamentals 1
National Payroll Institute
01.2008 - 12.2008
Payroll Compliance Legislation
National Payroll Institute
01.2008 - 12.2008
Skills
- Adaptability
- Attention to detail
- Effective oral and written communication
- Decision-making
- Self motivated
- Analytical thinking
Timeline
BCD Compliance Officer
Canada Revenue Agency
07.2023 - Current
Trust Accounts Examination Officer
Canada Revenue Agency
09.2009 - 07.2023
Trust Compliance Team Leader (acting)
Canada Revenue Agency
08.2008 - 09.2009
Resource Officer (acting)
Canada Revenue Agency
01.2008 - 08.2008
Payroll Fundamentals 1
National Payroll Institute
01.2008 - 12.2008
Payroll Compliance Legislation
National Payroll Institute
01.2008 - 12.2008
Collections Contact Officer/Collections Officer
Canada Revenue Agency
02.2000 - 08.2008