Kim Cocoli
Toronto,Canada
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
7
7
years of professional experience
1
1
Certification
Work History
Tax Manager
SB Partners LLP
04.2024 - 11.2024
- Reviewed T1, T2, T5013, N54 and 216 income tax returns in accordance with applicable tax laws.
- Collaborated with cross-functional teams to ensure seamless integration of tax considerations into business decisions.
- Managed a team of junior accountants, providing mentorship and professional development opportunities to foster growth.
- Researched and analyzed tax developments and applications to specific business situations.
- Served as a subject matter expert in various operational areas such as transfer pricing, international taxes.
Senior Tax Associate
PricewaterhouseCoopers
01.2021 - 12.2023
- 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
Education
Chartered Professional Accountant - In Depth Tax Program I,II, III
10.2024
Bachelor of Commerce - Accounting
University of Guelph
Guelph, ON04.2017
Skills
- GAAP Expertise
- Tax advisory services
- Partnership Tax Returns
- Tax law interpretation
- Individual Income Tax Preparation
- Tax compliance expertise
- Staff Development
- Corporate Partnerships
- Tax Laws
- Estate Tax Returns
- Tax-Related Research
Certification
Chartered Professional Accountant (CPA), 11/01/24
Timeline
Tax Manager
SB Partners LLP
04.2024 - 11.2024
Senior Tax Associate
PricewaterhouseCoopers
01.2021 - 12.2023
Junior Accountant
CBRE
01.2018 - 12.2020
Bachelor of Commerce - Accounting
University of Guelph
Chartered Professional Accountant - In Depth Tax Program I,II, III
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