Kathleen O'Neill
Toronto,ON
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
19
19
years of professional experience
Work History
Tax Prep Data Entry Clerk
Kraft Berger LLP
03.2024 - 05.2024
- Followed established procedures to enter and process data correctly.
- Maintained strict confidentiality of sensitive client information, ensuring compliance with industry regulations and company policies.
- Completed data entry tasks with accuracy and efficiency.
- Organized, sorted, and checked input data against original documents.
Junior Bookkeeper
06.2022 - 01.2024
- Using QuickBooks and other tax software to complete bookkeeping and tax preparation
- Entering monthly income and expenses, invoicing vendors, reconciling accounts and credit cards, adding and disposing of assets, depreciation, verifying HST, PST or exempt status of expenses
- Creating bi-weekly payroll for 6 companies with approximately 3 to 7 employees each (many have varying staffing levels through the year)
- Onboarding employees into the database
- Confirming information for income tax deductions, EI, CPP or tax exempt and any other benefits the employer pays
- Filing and paying monthly payroll liabilities
- Generating and filing T4's and ROEs
- Preparing and filing HST returns based on the clients' filing obligations, whether monthly, quarterly or annually
- Filing WSIB premium reports
- Following up with CRA regarding misallocated HST payments.
Senior Tax Preparer
Liberty Tax Service
01.2017 - 01.2024
- Handle sensitive and confidential information regarding clients Social Insurance numbers, employment status, sources of income, marital status, child custody, financial matters such as insolvency or government debt and legal matters, such as, divorce or incarceration
- Excellent customer service skills to communicate, address, and inform clients
- Exercised appropriate level of judgment to ensure the proper release of client information to authorized personnel
- Ensuring accurate data entry and calculations with a high volume of client tax returns, invoicing, and payment receipt, tracking and reporting
- Ability to meet tight deadlines in a high-pressure environment
- Prepare an average of 300 to 350 personal tax returns per tax season (approx
- 10 weeks) Preparing a variety of complex tax returns such as those, including but not limited to: foreign income, sale of principle residence, sale of investment property, small business returns, capital gains and losses (carryforward/carryback), rental returns, final returns with disposition of assets and investments, final return with surviving spouse, filing T1135, entering ACB from T5008, dividends, interest and carrying charges, RRSP's, spousal RRSP's and rules of attribution, assisting with T1-OVP, home buyers amounts, employment expenses, union dues, charitable donations, calculating and applying CCA, long haul/short haul trucking, tax exempt income, pension splitting, students, international students, newcomers to Canada, immigrants and emigrants, transfer of benefits and credits between spouses or child to parent, medical expenses, disability tax credit etc
- Applying for TX19 (Clearance Certificate), sending information CRA requests such as another copy of the Will and Death Certificate, any investment information and asset disbursement they wish to review
- Advising clients when they may need to file a T3 (Trust Return)
- Submitting documents requested by CRA for review
- Contacting CRA to clarify or appeal decisions
- Filing T1 Adjustments up to 10 years back, verifying proper documentation
- Filing paper returns as instructed by CRA
- Providing clients with their Notice of Assessment, checking CRA to get their RRSP or TFSA contribution limits, deposits or withdrawals history
- Verifying with CRA if payments have been applied to the installment account or current balance owing
- Taking time with clients to explain how the repayment of a home buyers RRSP works, the impact of an RRSP on their taxes based on their income and recommending clients to discuss their investments with a licensed advisor
- Make recommendations to minimize tax implications, or defer tax obligations
- Explain tax subjects that are often misunderstood, such as borrowing from your RRSP to purchase a home, the difference between a direct transfer and a withdrawal or the difference between a current expense and a capital expense
- Filing Annual HST returns for business clients, even if they are nil returns
- Advise clients whose business income is now $30,000 that they have HST filing obligations and to contact CRA
- Also explain the possible consequences should they not want to heed your instructions
- Analyzing, understanding, and explaining Government Legislations and laws, as well as applying and explaining them to those seeking clarification.
Office Manager
10.2021 - 06.2022
- Supervising 4 employees
- Creating schedules, logging time sheets, monitoring reports and key performance indicators on a daily, weekly and monthly basis
- Reviewing tax returns for accuracy and take the time to educate tax preparers on anything that may be in error or misunderstood
- Monitoring staffing levels and income levels for the office that is responsible for 1200 personal tax returns from February to May
- Meeting with senior managers and business owner to maintain consistent communication across all stores
- Reconciling accounts, preparing bank deposits, taking various types of payments, monitoring accounting ledger entries, generating and analyzing financial reports.
Advocate and Caregiver
06.2009 - 04.2021
- Enhanced quality of life for elderly patient by organizing care and medical resources in order to maintain independence as long as possible
- Arranged care services through community groups and volunteers to provide 24-hour care
- Engaged in self-learning of current trends in medicine and research regarding Alzheimer's disease by researching the constant changing information about medical and legal updates in the care for someone who's mental ability to care for themselves was becoming affected
- Increased commitment to fair representation for those with cognitive impairment and decline
- Highly motivated to improve the quality of life for those impacted by illness, strengthening the ability for those individuals to be informed of their rights and how to exercise them
- Provide hands-on personal care as required
- Understanding the complex nature of personal human impact when providing or needing care for basic daily activities and decision making
- Exercises analytical thought and problem solving to make decisions for an individual with limited verbal communication skills
- Observing body language and sounds in order to help identify person's needs or wants
- Reading and interpreting Federal and Provincial Government Legislation and applying the information on a daily basis
- Maintaining and open line of communication with staff and professionals to assure required care is being exercised as per the legislation
- Influenced positive change for up to 250 residents by identifying a need for procedural change which was leading to miscommunication of food texture needs.
Tax Professional-Level II
H & R Block
01.2013 - 05.2015
- Developed client base and maintained client relationships for repeat customers annually
- Helped clients understand tax implications of various investments and income
- Filed tax returns and prepared governmental reports in compliance with strict standards
- Reviewed files, records and other documents to obtain information and respond to requests
- Assigned tasks to associates, staffed projects, tracked progress and updated managers, partner and clients as necessary
- Managed and responded to all correspondence and inquiries from customers and Canada Revenue Agency
- Assisting with tax audits and reviews
- Counted cash drawer and made bank deposits.
Office Administrator-Casual
University of Alberta
06.2007 - 06.2009
- Ordered and distributed office supplies while adhering to a fixed office budget
- Directed students and academic staff and routed deliveries and courier services
- Screened applicant resumes and coordinated both phone and in-person interviews
- Answered and managed incoming and outgoing calls while recording accurate messages
- Completed data entry and maintained database
- Working within a unionized environment navigating multiple collective agreements withing various staff groups.
Telephone Operator-Bilingual
Telus
06.2005 - 04.2007
- Responded to 700+ call per shift, all varied between French and English
- Provided directory assistance in Canada, USA and International calls
- TTY (teletype) operator for the hearing impaired, bilingual
- Assisted callers to connect to global destinations
- Able to quickly follow the mandates of contracts with various telecommunications providers
- Requires superior typing speeds with specialized keyboard
- Unionized environment staffed by multiple groups represented by various collective agreements
- Connected 911 emergency calls as required
- Very fast paced environment requiring quick thinking, action and problem solving.
Education
Business Management - Diploma
Sault College
01.2011
Bachelor of Arts Bilingual Degree, Major in Political Science -
University of Alberta
01.2007
Skills
- Fluent in English and French
- Strong organization and time management
- Adapts to last minute changes
- Data entry
- Knowledge of Microsoft Office
- Highly motivated and fast learner
- High attention to detail
- Customer Relations
- Expert Problem Solving
- Advanced Communication
- Management collaboration
Languages
English
Native or Bilingual
French
Native or Bilingual
Timeline
Tax Prep Data Entry Clerk
Kraft Berger LLP
03.2024 - 05.2024
Junior Bookkeeper
06.2022 - 01.2024
Office Manager
10.2021 - 06.2022
Senior Tax Preparer
Liberty Tax Service
01.2017 - 01.2024
Tax Professional-Level II
H & R Block
01.2013 - 05.2015
Advocate and Caregiver
06.2009 - 04.2021
Office Administrator-Casual
University of Alberta
06.2007 - 06.2009
Telephone Operator-Bilingual
Telus
06.2005 - 04.2007
Business Management - Diploma
Sault College
Bachelor of Arts Bilingual Degree, Major in Political Science -
University of Alberta
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