Prepared personal, corporate, and trust information tax return, as well as compilation engagement reports.
Prepared various tax elections and filings, including GST filings, payroll, PD7A filings, WorkSafeBC filings, T4, T5, UHT and more
Managed, recorded and tracked finances for different clients and developed an understanding of the client's business.
Provided day-to-day bookkeeping service in QuickBooks Online, QuickBooks Desktop and Sage 50 for business clients
Prepared integrated tax planning.
Assisted a broad range of privately held business clients with day-to-day accounting, bookkeeping and tax queries
Respond to enquiries and requests of various tax authorities
Staff Accountant
Tony Hsu & Company, CPA, CA
Richmond, BC
06.2020 - 11.2022
Prepared financial statements for corporate year-ends, along with compilation and review engagement
Performed bookkeeping services and maintained AP/AR accounts using CaseWare, performed
reconciliations and tracked transaction invoices as needed
Performed payroll duties and government filings including payroll remittances, GST, PST and T4s
Used Profile to file personal and corporate income tax return, prepared and replied to CRA audits
assisted with CRA audits and performed monthly balance sheet reconciliations
Bookkeeping Assistant
Baker Tilly
Tianjin, China
06.2019 - 08.2019
Entry and reconciliation of monthly and quarterly bookkeeping assignments including receivables, payables, bank statements, credit card statements and journal entries using bookkeeping software.
Assisted with preparation and analysis of general ledgers and monthly financial statements, calculation of fixed assets and depreciation as well as preparation of other financial, accounting and statistical reports
Assisted with bookkeeping and software support services to clients.
Store Manager
Gong Cha
Tianjin, China
06.2018 - 08.2018
Conducted daily bookkeeping responsibilities and tracked daily revenue and consumption data, calculated monthly accounts payable regarding store performance
Planned detailed marketing strategies to introduce new beverages and attract new customers, increased sales volume by editing food delivery app layout and reconstructing product list
Developed strategies to maximize sales and profitability
Teaching Assistant
New Oriental Education & Technology Group
Shanghai, China
04.2018 - 05.2018
Created daily progress reports, generated individual studying materials, and interacted with students
Improved individual learning outcomes through incentive activities, established strong relationships with instructors, parents and students
Education
Bachelor of Commerce - Accounting
University of British Columbia
Vancouver
05.2021
Exchange Program
Peking University
08.2019
Skills
Microsoft Office (Word, Excel, PowerPoint, Outlook)
QuickBooks and Sage 50
Caseware, Taxprep, and Profile
Multiple Priorities Management
Attention to details
Affiliations
UBC Chinese Debate Club: Treasurer (Jan 2020-Nov 2020)
Welcomed and directed event participants, recorded tickets sold, completed bookkeeping duties, performed
budget forecasting for events. Recruited and trained new members, took leadership in the department, worked with other as a team
Junior Staff Accountant at James Stafford, Inc. Chartered Professional AccountantsJunior Staff Accountant at James Stafford, Inc. Chartered Professional Accountants