Kim Cocoli
Toronto
Summary
Savvy Tax Associate develops well-rounded tax foundation by preparing various tax returns, tax planning and special projects for tax engagements within variety of industry niches. Knowledgeable of tax laws related to all reporting entities and taxing authorities to prioritize and manage assignments of varying sizes and complexity within schedule and budget. Proficient in Microsoft Office tools, tax compliance process software and tax research databases.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Tax Associate
PricewaterhouseCoopers
01.2021 - Current
- Completed in-depth research into tax issues affecting High net worth and private corporations activities to offer expert advice and accurately prepare submissions.
- Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry and technical matters to remain current on tax legislation.
- Identified impactful regulations and incorporated changes to comply with new requirements.
- Taught junior staff how to prepare statements, resolve discrepancies and maximize efficiency.
- Responded promptly to official tax notices requiring clarifications and additional submissions.
Junior Accountant
CBRE
01.2018 - 12.2020
- Prepared journal entries and entered into system using JD edwards and Yardi.
- Assisted with preparation of monthly financial statements.
- Reconciled month-end totals for timely and accurate reporting of financial information.
- Compiled and analyzed financial information to prepare entries for general ledger accounts.
Teaching Assistant
University Of Guelph
09.2016 - 04.2017
- Helped with grading assignments and tests, providing constructive feedback to students based on results.
- Assisted teachers with classroom management and document coordination to maintain positive learning environment.
- Supported classroom activities, tutoring, and reviewing work.
- Assisted in maintaining engaging and respectful educational environment by promoting discipline and cooperation.
Finance Intern
Riggs Distler
06.2015 - 04.2016
- Maintained accurate, up-to-date financial spreadsheets and databases fore reliable reference.
- Analyzed financial data and presented meaningful insights to senior management.
- Tracked financial transactions to update balance sheets with accurate, current information.
- Identified potential cost savings through focused financial analysis.
- Implemented system for tracking payments on projects and contracts.
- Adhered to budgeting and accounting processes for cohesive records.
Education
In Depth Tax Program I,II, III
Chartered Professional Accountant
07.2024
Bachelor of Commerce - Accounting
University of Guelph
Guelph, ON04.2017
Skills
- Local, State and Federal Tax Returns
- GAAP Expertise
- Due Diligence
- Partnership Tax Returns
- Individual Income Tax Preparation
- Tax Audit Procedures
- Staff Development
- Corporate Partnerships
- Tax Laws
- Estate Tax Returns
- Tax-Related Research
Certification
- Charted Professional Accountant (CPA) - Expected December 2024
Timeline
Senior Tax Associate
PricewaterhouseCoopers
01.2021 - Current
Junior Accountant
CBRE
01.2018 - 12.2020
Teaching Assistant
University Of Guelph
09.2016 - 04.2017
Finance Intern
Riggs Distler
06.2015 - 04.2016
In Depth Tax Program I,II, III
Chartered Professional Accountant
Bachelor of Commerce - Accounting
University of Guelph
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