Jasleen Kaur - Volunteer

Summary

Knowledgeable about preparing invoices, processing payments and pursuing past-due balances. Well-versed in accurately coding different types of bills for clear recordkeeping and tracking. Team-oriented, dependable and performance-driven.

Overview

1

Certification

Work History

Volunteer

Norquest College Tax Clinic

Edmonton, AB

02.2024 - 04.2024

Assisted low-income individuals and families in preparing and filing their income tax returns accurately, ensuring compliance with Canadian tax laws and regulations.
Conducted one-on-one consultations with clients to gather necessary financial information, explain tax processes, and answer any tax-related queries.
Entered client information into tax software, maintaining meticulous records of all processed returns and ensuring confidentiality of sensitive information.
Utilized tax preparation software (ProfileSoftware) to streamline the tax filing process and maximize client refunds.
Worked closely with a team of volunteers and supervisors, contributing to a supportive environment and efficient clinic operations.
Provided exceptional customer service, demonstrating empathy and professionalism in interactions with diverse client populations.
Ensured adherence to the clinic's policies and procedures, as well as compliance with CRA guidelines and regulations.
Participated in training sessions to stay updated on the latest tax laws and software updates, enhancing overall service quality.
Contributed to community outreach efforts by promoting the tax clinic services and assisting in organizing informational sessions about tax filing for low-income individuals.

Education

Diploma - Accounting , General Studies

NorQuest College

Edmonton, AB

06.2024

Skills

Accounting Software: Sage 50
General Ledger Management
Accounts Payable & Receivable
Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Experienced with Sage 50 accounting software
Familiar with Microsoft Teams and OneDrive for business collaboration
Skilled in Microsoft SharePoint for document management and collaboration

Microsoft Excel:

Proficient in creating and managing complex spreadsheets
Skilled in using formulas, functions, pivot tables, and data visualization tools
Experience with data analysis, charting, and reporting

Email Communication:

Expertise in drafting professional emails for various business contexts
Efficient in managing and organizing email correspondence
Strong skills in replying to and following up on emails promptly

Languages

English

Professional Working

Hindi

Native or Bilingual