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
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