Dynamic and detail-oriented tax and finance professional with over 2 years of experience in accounting, tax compliance, and financial analysis. Proficient in federal and provincial tax preparation, SAP, and advanced Excel techniques. Adept at managing audits, solving complex tax-related challenges, and collaborating across diverse teams. Currently progressing toward a Certificate in Financial Accounting and Bookkeeping at Conestoga College.
• Delivered training and mentorship to new tax professionals, fostering knowledge in tax regulations, filing processes, and client communication.
• Organized and facilitated one-on-one coaching on advanced tax preparation techniques, promoting professional development within the team.
• Reviewed trainees’ tax filings for accuracy and compliance, providing constructive feedback to improve their performance.
• Contributed to the creation of training materials and resources to ensure consistent learning experiences for all participants.
• Prepared and filed accurate federal and provincial tax returns for individuals and small businesses, ensuring compliance with regulations.
• Managed a large client portfolio using the Client Information System (CIS), achieving an 80% retention rate for the 2024 tax season.
• Provided clear explanations of complex tax concepts to clients, enhancing satisfaction and understanding.
• Conducted tax reconciliations and collaborated with government agencies on audits and refund queries.
Tax Compliance: Federal and provincial tax filing, excise tax, commodity tax, and HST/GST reporting
Financial Analysis: Expertise in budget preparation, financial statement analysis, and tax provisions
Data Analytics: Proficient in SQL, SAP, and SharePoint, with experience in managing large datasets
Software Proficiency: Advanced Excel skills, including pivot tables, VLOOKUPs, and macros
Problem Solving: Proven ability to resolve tax-related issues and collaborate with auditors and consultants
Cross-functional Collaboration: Skilled in fostering teamwork and open communication across departments
• Certificate of Tax Professional Level 3 – H&R Block Canada | Oct 2024
• Data Analytics Professional Certificate – Google | Dec 2023
• Structural Query Language (SQL) Certificate – Codecademy | Nov 2023