Summary
Overview
Work History
Education
Skills
Certification
Timeline
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HAWAN HAFEIZHA

Ottawa,ON

Summary

Savvy Tax Associate develops a well-rounded tax foundation by preparing various tax returns, tax planning and special projects for tax engagements within a variety of industry niches. Knowledgeable of tax laws related to all reporting entities and taxing authorities to prioritize and manage assignments of varying sizes and complexity within schedule and budget. Proficient in Microsoft Office tools, tax compliance process software and tax research databases.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Tax Associate

Deloitte LLP
08.2022 - Current
  • Preparing and filing tax returns and work papers for companies, partnerships, trusts and Individuals
  • Collaborating with high net-worth individual, medium to large corporate, and partnership, reviewing their tax information, and responding to questions and concerns
  • Developed in-depth knowledge of client business and industry through direct interaction while working on various aspects of engagement
  • Analyzed client data and recorded client up-to-date financial statements, accurately prepared income tax returns and tax research

Tax Preparer

MNP LLP
03.2022 - 05.2022
  • Prepare or assist in preparing simple to complex tax returns for individuals or small businesses
  • Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns
  • Staying and maintaining up-to-date knowledge of the latest tax laws, regulations and changes as well as researching tax questions


Administrative Assistant

HX Industrial Control Corp
01.2020 - 08.2021
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions
  • Created detailed expense reports and requests for capital expenditures
  • Handled client correspondence and tracked records to foster office efficiency


Cloud Accounting Services

786 Accounting &Tax CPA Firm
01.2021 - 05.2021
  • Posted daily receipts and payments in accordance with corporate protocols.
  • Established QuickBooks and Xero accounting systems to reflect accurate financial records.
  • Prepare bank and credit card reconciliations

Tax Preparer

Linda Yu CPA P.C. Inc.
01.2020 - 06.2020
  • Set up tax preparation appointments as well as answered all tax-related questions through incoming calls and mails from clients
  • Prepared and field individual income tax returns by using tax preparation software
  • Prepared and submitted client T4, T5 Slips and handled client business tax return discrepancy

Manager

P&Y Future Enterprise Ltd.
12.2019 - 06.2020
  • Managed wide-ranging daily concerns, including resolving pricing issues, removing damaged products and placing special orders for customers
  • Boosted sales by 10% by effectively cultivating customer rapport and delivering superior customer service.
  • Oversaw daily operations of all members of service team, including delegating tasks, training new staff and splitting tips at end of each shift.

Accountant & Compliance Analyst

Agricultural Development Bank
10.2009 - 04.2019
  • Performed yearly reviews of bank policies and procedures to evaluate compliance with regulatory requirements and standards
  • Completed quarterly assessments of financial and performance records and conducted research, gathered information from multiple sources and presented results.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, and all types of cash and banking reconciliations.


Education

MBA - Master of Business Administration

Xinjiang University
Urumqi, China
12.2015

Bachelor of Science - Accounting

Shanghai Jiao Tong University
Shanghai, China
07.2008

Skills

  • Detail-Oriented
  • Recordkeeping
  • Canada & US Tax Knowledge
  • Tax Return Filing
  • Skilled in QuickBooks, MS Office, Excel, and CaseWare etc
  • Research and Documentation
  • Tax Compliance
  • Financial Analysis
  • Multilingual: Fluent in English, Kazakh, Mandarin, basic French
  • Customer service-focused
  • Strong team player
  • Strong Work Ethic

Certification

  • Certified Public Accountant (CPA) Candidate, Passed 4/4, License pending April 2023 AICPA,US
  • The Complete Financial Analyst Course 2023 -Udemy
  • QuickBooks Pro Advisor Jan 2021
  • Anti-Money Laundering Specialists (CAMS) Jan 2019 ACAMS, US
  • Certificate in Canadian Customer Service Skills Nov 2019 Saskatoon Open Door Society, SK
  • QuickBooks Desk Training Dec 2019 Saskatoon Open Door Society, SK

Timeline

Tax Associate

Deloitte LLP
08.2022 - Current

Tax Preparer

MNP LLP
03.2022 - 05.2022

Cloud Accounting Services

786 Accounting &Tax CPA Firm
01.2021 - 05.2021

Tax Preparer

Linda Yu CPA P.C. Inc.
01.2020 - 06.2020

Administrative Assistant

HX Industrial Control Corp
01.2020 - 08.2021

Manager

P&Y Future Enterprise Ltd.
12.2019 - 06.2020

Accountant & Compliance Analyst

Agricultural Development Bank
10.2009 - 04.2019

MBA - Master of Business Administration

Xinjiang University

Bachelor of Science - Accounting

Shanghai Jiao Tong University
  • Certified Public Accountant (CPA) Candidate, Passed 4/4, License pending April 2023 AICPA,US
  • The Complete Financial Analyst Course 2023 -Udemy
  • QuickBooks Pro Advisor Jan 2021
  • Anti-Money Laundering Specialists (CAMS) Jan 2019 ACAMS, US
  • Certificate in Canadian Customer Service Skills Nov 2019 Saskatoon Open Door Society, SK
  • QuickBooks Desk Training Dec 2019 Saskatoon Open Door Society, SK
HAWAN HAFEIZHA