Summary
Overview
Work History
Education
Skills
Languages
Community Involvement
References
Timeline
Generic

Jema Lou Malangen

Calgary,AB

Summary

Accounting professional with at least 3 years experience in various financial industries. Proven experience in the preparation of taxes and financial analysis.

Overview

5
5
years of professional experience

Work History

Server/ Housekeeping

Chartwell Fountains of Mission
02.2024 - Current
  • Ensures the service provided and the quality is in line with Chartwell’s goal.
  • Aids in taking orders and ensuring that their dietary needs and restrictions are met.
  • Adheres to the health and safety standards under the AHS provisions are met.
  • Monitors resident’s reactions to the food being provided and updated the head chef and supervisor of any changes.
  • Communicate with other staff members from other departments to ensure the safety and health restriction of the residents.
  • Ensure that the residents are comfortable and well situated to make their experience more pleasurable.
  • Performs daily/weekly sanitation cleaning duties which include doing residents laundry, vacuuming units, shared areas and replenishing supplies as needed.
  • Reports any incidents such performing safety protocols and providing general aid.

Tax Specialist

Liberty Tax
02.2025 - 05.2025
  • Engaged with clients to get relevant information which pertains to the client’s taxable income such as deductibles, allowances incurred, donations, and or any other expenses and benefits they may qualify for.
  • Used Tax Cycle and other tax related softwares to accurately prepare client’s tax return.
  • Scheduled meetings with clients to discuss their return and matters related to compliance, privacy, and authorization.
  • Reviewed files that were prepared by tax preparers.
  • Worked with various clients that have foreign income, self-employment, rental income, disability tax credits, employment expenses, and many more with varying situations. Such as final return for a deceased person.
  • Performed administrative duties such as scheduling clients for review, collecting payments, filing, and follow up with clients to wrap-up the file.
  • Reconciliation of data.
  • Used of CRM to keep track of clients and workflow.
  • Performed detailed financial analysis and reconciled data to ensure that the client’s number fully reflects any legal and financial documents provided.

Server

Sun City F&B Ltd
04.2023 - 10.2023
  • Performed daily and weekly sanitation cleaning duties, and other tasks as outlined.
  • Cleaned shared areas and replenished supplies as needed.
  • Provided general help to the cooks as needed and catered to the customers food and drink orders.

Accountant

MNP LLP
02.2022 - 01.2023
  • Performed compilation, audit, and bookkeeping with the use of CaseWare.
  • Used Tax Cycle program in preparing the client’s provincial and federal taxes owing.
  • Summarized current financial information by preparing balance sheet, profit and loss statement and other reports that are relevant for the client.
  • Able to navigate through QuickBooks and SAGE in terms of obtaining the necessary information to complete a client’s Year End file.
  • Reviewed and investigated discrepancies in the financial statements.
  • Performed comprehensive accounting and reporting activities by posting reclassifying journal entries, account reconciliations, and posting accruals.

Remote Payroll Specialist / Bookkeeper

Carnduff Clubhouse Restaurant/ Carnduff Golf Club
10.2020 - 01.2022
  • Prepared reports to effectively manage remittances to the provincial and federal government.
  • Maintained professionalism with minimal supervision.
  • Prepared employee payroll with the use of QuickBooks and issued cheques.
  • Scheduled meetings with employer using email, phone call, and video chat on employee paystubs, quarterly remittances.
  • Performed reconciliation report to match sales from the golf course and the restaurant.

Education

Finance Certificate - undefined

Athabasca University
04.2026

Federal Income Tax Certificate - undefined

Liberty Tax
01.2025

Bachelor of Business Administration - General Management, Focus on Accounting

Mount Royal University
04.2022

Skills

  • Accounting software use: SAGE, QuickBooks, Tax Cycle, Profile, and U-file
  • Program use: Microsoft, CRM
  • Bookkeeping
  • Reconciliation of data and financial analysis
  • Quality skills: Team player, goal focused, career focused, cultural adaptability, self- aware, and professional integrity

Languages

English
Native or Bilingual

Community Involvement

Women’s Centre of Calgary- CRA Tax Clinic

Benefits Navigator| April 2025 – May 2025 (Calgary, AB)

  • Met with women who have completed their tax return at the Women’s Centre of Calgary and discuss the benefits and or credits they may qualify for.
  • Provided support to women through active listening to promote positive social connections.
  • Used Microsoft excel and other programs necessary to help the women coming to the centre for support.

References

Iris Chuen-General Manager

Liberty Tax, (403) 457 8826


Keith Dorscht-Housekeeping Manager

Chartwell Fountains of Mission, (403) 542 6355


Lyren Buenavides-Owner

Carnduff Clubhouse Restaurant, (306) 482 2338

Timeline

Tax Specialist

Liberty Tax
02.2025 - 05.2025

Server/ Housekeeping

Chartwell Fountains of Mission
02.2024 - Current

Server

Sun City F&B Ltd
04.2023 - 10.2023

Accountant

MNP LLP
02.2022 - 01.2023

Remote Payroll Specialist / Bookkeeper

Carnduff Clubhouse Restaurant/ Carnduff Golf Club
10.2020 - 01.2022

Finance Certificate - undefined

Athabasca University

Federal Income Tax Certificate - undefined

Liberty Tax

Bachelor of Business Administration - General Management, Focus on Accounting

Mount Royal University
Jema Lou Malangen