IRIS YEUNG
Calgary,Canada
Summary
Dynamic leader at Canada Revenue Agency with extensive experience in team leadership and tax compliance. Demonstrated ability to elevate team performance through strategic management and adept problem-solving. Notable expertise in accounting and finance, consistently meeting high standards of quality and compliance. Committed to mentoring others while fostering innovation and technical excellence.
Overview
12
12
years of professional experience
Work History
Team Leader
Canada Revenue Agency
Calgary, Canada
07.2022 - Current
- Successfully lead and manage a high-performing team of 10 or more employees, ensuring daily activities are executed efficiently and effectively.
- Provide guidance and support to team members, monitor progress, and prioritize work assignments to maintain optimal productivity and quality.
- Delegate work assignments, establish priorities, and monitor progress to ensure timely completion of tasks, while maintaining a high standard of quality.
- Conduct performance reviews, providing constructive feedback, identifying areas for improvement, and recognizing outstanding achievements.
- Collaborate with colleagues on the training committee to develop and deliver comprehensive training programs to enhance team members' knowledge and skills.
- Skilfully handle and resolve complex interpersonal conflicts and performance issues, fostering a positive and cohesive team environment.
- Review completed work to ensure adherence to procedures, policies, and quality standards, consistently striving for accuracy and compliance.
- Analyze key performance indicators for each team member, identifying areas for growth and development, and provide targeted coaching to improve individual and team performance.
- Maintain up-to-date knowledge of procedures, policies, and income tax laws to promptly address taxpayers' complaints, concerns, and inquiries.
- Proactively enhance employee morale and engagement through transparent communication, ongoing training initiatives, and personalized development coaching.
- Worked closely with human resources to support employee management and organizational planning.
- Assisted with recruitment efforts by interviewing potential candidates and providing input on hiring decisions.
- Resolved customer complaints and issues promptly, ensuring high levels of satisfaction.
- Participated in regular meetings with senior leadership to provide updates on team progress.
Senior Trust Account Examination Officer
Canada Revenue Agency
Calgary, Canada
01.2021 - 07.2022
- Successfully trained and mentored multiple groups of new employees on best practices and procedures.
- Provided comprehensive technical support, navigating policies, procedures, and legislation.
- Conducted in-depth examinations of complex, high-value payroll and GST accounts, and urgent examinations, documenting findings in detailed reports.
- Reviewed financial statements, books, and records with a sharp focus on tax compliance, and utilization of internal resources.
- Built relationships with business management, resolved tax-related problems, and provided valuable resources for compliance improvement.
- Developed and prepared training materials and curriculum, ensuring adherence to policies, procedures, and legislation.
- Identified training needs, provided technical guidance, and conducted on-the-job training sessions.
- Facilitated referrals to internal clients, government departments, and agencies, ensuring appropriate actions are taken.
Trust Account Examination Officer
Canada Revenue Agency
Calgary, Canada
09.2018 - 01.2021
- Organized and scheduled examinations of businesses' books and records to ensure payroll deduction compliance.
- Examined accounting documents and supporting documentation, supporting examination findings, and determining assessment amounts.
- Engaged in discussions with taxpayers, employers, registrants, and their representatives to address non-compliance issues, and propose assessments.
Financial Services Representative
ATB Financial
Calgary, Canada
01.2018 - 08.2018
- Handled inbound customer calls and inquiries, addressing their banking needs, and providing personalized solutions.
- Assisted customers with various banking transactions, such as account inquiries, fund transfers, bill payments, and account openings.
- Provided guidance and information on a wide range of banking products and services, including credit cards, loans, mortgages, and investment options.
- Built rapport and maintained strong relationships with clients by actively listening to their needs, identifying opportunities to provide value-added services, and offering tailored financial solutions.
- Resolved customer issues and concerns in a timely and professional manner, ensuring customer satisfaction and retention.
Engineer
Yokogawa
Calgary, Canada
06.2013 - 07.2017
- Developed safety instrumented system architectures and designed safety functions based on international standards such as IEC 61511 and ISA 84.
- Collaborated with cross-functional teams, including process engineers and control system engineers, to integrate safety instrumented systems into the overall process control design.
- Created detailed engineering documentation, including safety requirement specifications, safety instrumented system design specifications, and test procedures.
- Provided technical support and guidance to project teams during the installation, commissioning, and startup phases of safety instrumented systems.
- Performed periodic maintenance and testing of safety instrumented systems to ensure ongoing reliability and functionality.
- Kept up to date with industry trends and advancements in safety instrumented systems, and participating in professional development activities to enhance knowledge and skills.
Education
Diploma - Financial Management
Langara College
Vancouver, BCBachelor of Science - Electrical engineering
University of California, Los Angeles
Los Angeles, CA, USASkills
- Team leadership
- People management
- Performance improvement
- Tax Compliance Expertise
- Risk Management
- Effective Team Leadership
- Strong Interpersonal Skills
- Problem Solving Skills
- Strong Attention to Detail
- Technical proficiency in accounting and finance
Accomplishments
- Nominated by the management and selected from many candidates to be a cohort in Aspiring Leadership Learning Initiative in CRA. Successfully graduated from the initiative.
- Represented Calgary TSO in the Educational Review Initiative, offering insights and feedback for program improvement.
- Collaborated on the Temporary Wage Subsidy Program, ensuring compliance and applicant support.
- Facilitated workshops for team leaders, sharing best practices and fostering a collaborative learning environment.
Timeline
Team Leader
Canada Revenue Agency
07.2022 - Current
Senior Trust Account Examination Officer
Canada Revenue Agency
01.2021 - 07.2022
Trust Account Examination Officer
Canada Revenue Agency
09.2018 - 01.2021
Financial Services Representative
ATB Financial
01.2018 - 08.2018
Engineer
Yokogawa
06.2013 - 07.2017
Diploma - Financial Management
Langara College
Bachelor of Science - Electrical engineering
University of California, Los Angeles
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