Summary
Overview
Work History
Education
Skills
Volunteer Experience
Timeline
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KATHLEEN (KATIE) BREWER

Saint John,NB

Summary

Hardworking CPA,CA offering 10 years of experience collaborating with diverse team members and stakeholders. Bringing robust project and financial management experience, as well as passion for making a difference in the community.

Overview

11
11
years of professional experience

Work History

Real Estate Development Coordinator

The Housing Hub of New Brunswick
Current - Current
  • Assisted with the management of simultaneous real estate development project timelines for successful completion, ensuring milestones were met and deadlines were adhered to during feasibility, planning, financing and construction stages.
  • Frequent stakeholder interaction, responding to their needs and development of client relationships.
  • Developed comprehensive reports for Real Estate Development Managers, enabling informed decision-making based on data-driven insights.

Tax Specialist

Whittaker & Estabrooks
01.2023 - Current
  • Worked with individuals, trusts and companies to manage timely and accurate tax compliance and reporting needs.
  • Managed a diverse portfolio of clients, delivering high-quality service and fostering long-term relationships.
  • Conducted ongoing professional development activities to stay current with changing industry trends, legislation, rules, regulations affecting taxation practices as dictated by the Income Tax Act.

Principal

Jamieson Mullin Chartered Professional Accountants
01.2020 - 12.2022
  • Assisted clients in determining business strategy and achieving their business goals.
  • Collaborated across the firm with all levels of colleagues to deliver a superior level of customer service to our small business and individual clients.
  • Assessed accuracy, completeness and integrity of corporate and personal financial records.

Senior Tax Analyst / Manager

Grant Thornton LLP
01.2017 - 01.2020
  • Reduced tax liabilities for clients through effective tax planning strategies and analyzing financial data.
  • Maintained regulatory compliance and ensured preparation and review of tax engagements were accurate by staying up-to-date on changing tax laws, regulations, and reporting requirements.
  • Assisted management with special projects, including researching tax implications of potential mergers and acquisitions.
  • Trained junior staff members on best practices in tax preparation, fostering a supportive learning environment within the team.

Staff Accountant / Senior Accountant

Grant Thornton LLP
09.2013 - 01.2016
  • Developed communication skills with varying levels of clients
  • Execution of field work from planning to the preparation of financial statements with appropriate note disclosures for compilation, review, and audit engagements
  • Prepared and filed corporate and personal tax returns.

Education

In-Depth Tax Program -

Chartered Professional Accountants of Canada
Toronto, ON
01.2020

Chartered Accountant -

Atlantic School of Chartered Accountancy
Halifax, NS
01.2014

BBA -

University of New Brunswick
Saint John, NB
01.2013

Skills

  • Client facing interaction
  • Analytical research
  • Financial planning
  • Problem solving skills
  • Adaptable
  • Microsoft Office Suite
  • Efficiencies and process driven
  • Project management
  • Lifelong learner
  • Curious

Volunteer Experience

  • Saint John Trail Running, Guide, 2022 - current
  • SolveYourDebts.com, Director, June 2021 - June 2024
  • New Brunswick Adoption Foundation, Treasurer, 2018-2022
  • Pathways to Education, Mentor, 2016 - 2018

Timeline

Real Estate Development Coordinator

The Housing Hub of New Brunswick
Current - Current

Tax Specialist

Whittaker & Estabrooks
01.2023 - Current

Principal

Jamieson Mullin Chartered Professional Accountants
01.2020 - 12.2022

Senior Tax Analyst / Manager

Grant Thornton LLP
01.2017 - 01.2020

Staff Accountant / Senior Accountant

Grant Thornton LLP
09.2013 - 01.2016

In-Depth Tax Program -

Chartered Professional Accountants of Canada

Chartered Accountant -

Atlantic School of Chartered Accountancy

BBA -

University of New Brunswick
KATHLEEN (KATIE) BREWER