Summary
Overview
Work History
Education
Skills
Certification
Timeline
Hi, I’m

Kingsley C. Oguejiofor

London,Ontario

Summary

Dedicated business professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Notable achievements include saving merchants $500K annually and increasing revenue by 15% in 2022.

Overview

5
years of professional experience
1
Certification

Work History

SHOPIFY INC

Merchant Tax Analyst
12.2021 - Current

Job overview

  • Working as a Subject matter specialist in the following specializations: Sales Tax, Billing and Payments, Balance and Capital.
  • Learning and developing new understanding about new products and product changes supported by the Money Support team before launch where possible.
  • Monitoring legislative and regulatory arenas for relevant tax issues and updated management to facilitate informed decisions.
  • Working directly with Shopify global merchants on queries related to Sales tax by doing research on the different sales tax obligations across different countries, using tools like; Government websites(IRS,CRA,VIES), Google, tax maps etc.
  • Updating and correcting merchants yearly tax forms(1099-K, W-8, W-9) issued to the IRS, using tools like Stripe, OTIR and Shopify tax tools
  • Working in an escalated environment as a senior specialist offering support to junior support advisor on merchant tax queries.
  • Working rotational shifts in Shopify internally facing Slack channel, providing tax support to Support advisors, Product, and Development teams as questions or concerns arise.
  • Liaising with third-party partners on a range of technical merchant issues. Uphold a good working relationship with these agents to ensure issues are resolved in a timely manner.
  • Quickly learn new skills and apply them to daily tasks, improving efficiency and productivity.

CANADA REVENUE AGENCY

Taxpayer Services Agent
06.2021 - 09.2021

Job overview

  • Gathered information from taxpayers and researched possible responses or solutions in order to accurately respond to their enquiries
  • Provided explanations and/or clarifications to taxpayers over the telephone in response to enquiries concerning the filing and processing of Individual tax returns
  • Calculated and analyzed taxpayers income tax returns across multiple years to resolve discrepancies
  • Collected, analyzed and validated agency communication forms and letters received by taxpayers
  • Explained various social programs administered by the CRA and made appropriate referrals
  • Performed various calculations on taxpayer's accounts and informed the taxpayer of the findings
  • Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.

BANK OF MONTREAL, BMO

Financial Service Representative III
09.2019 - 06.2021

Job overview

  • Accurately processed routine financial transactions such as International wire transfers for customers.
  • Maintained regular contact with clients to inform about transactions and performance.
  • Documented customer interactions and relationships using CRM systems.
  • Gathered customer information and maintained in CRM database.
  • Developed advanced product knowledge to share current information while generating and delivering products quotes.
  • Contacted prospective customers to present service options and explain details.
  • Read financial publications to remain informed about trends affecting market conditions.
  • Fostered positive business relationships to promote continued interest in BMO financial products and services.
  • Was approved to process funds up to an equivalent of a 100 million US dollars
  • Verified account ownership and transaction details to avoid miscalculations and errors
  • Liaised with internal and external bank personnel from partner banks, to obtain information needed to reconcile differences
  • Maintained tracking system, performed data entry and prepared reports
  • Updated department policy and procedure on banking protocols to ensure operational efficieny

PRICEWATERHOUSECOOPERS, PWC

Tax Support Specialist
01.2019 - 08.2019

Job overview

  • Acted as the first point of contact for clients during Canadian and US tax compliance season, fronting client queries via email and phone
  • Connected with government agencies and/or foreign offices (ie: coordinate with foreign offices to obtain copies of foreign tax returns for foreign tax credit purposes, CRA, IRS etc.)
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Scheduled consultations with tax staff across PwC offices
  • Triaged incoming emails and phone calls from clients; utilize knowledge from training and provided templates to respond to queries
  • Escalated inquiries up to the PwC local office team as required
  • Ran reports (using; excel, SharePoint solutions, PwC myMobility) on the status of services offered to the client, ensuring service level agreements were met, while monitoring and sending reminders as required
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Supported other team members with administrative functions such as generating reports, scanning and photocopying of additional documents, mailing and couriering documents to clients and tax authorities

Canadian Automobile Association

Customer Service Agent
09.2017 - 12.2018

Job overview

  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
  • Provided excellent customer service for emergency roadside needs
  • Analysed vehicle breakdown situations and dispatched the right roadside service, i.e; towing, tire change and auto-mechanics
  • Contacted emergency services for client if needed like the ambulance and police
  • Communicated the customer’s vehicle breakdown situation to our contracted service providers within the breakdown location
  • Achieved high satisfaction rating through proactive one-call resolutions of customer issues.
  • Updated and informed customers about their vehicle roadside assistance coverage, which is forwarded to service providers as requested for proper billing purposes
  • Prepared job tickets for contracted service providers and negotiate service charges with non-contracted service providers
  • Adapted to new applications and maintained knowledge of current technologies.
  • Contributed to company achieving and holding industry-leading customer service ratings.

Education

FANSHAWE COLLEGE
London, ON

Post-Degree Certificate from Human Resource Management
08.2017

FANSHAWE COLLEGE
London, ON

Post-Degree Certificate from Digital Marketing Management
08.2016

REGENT UNIVERSITY COLLEGE OF SCIENCE AND TECHNOLOGIES

Bachelor of Science from Digital Business Management
04.2014

Skills

  • Business Analyst(requirement gathering, process review)
  • Data Analyst(SQL, Excel)
  • Merchant Account
  • Tax Preparation
  • Tax Accounting
  • Microsoft Office Suite
  • Technical Skills(Jira, Github, Figma)

Certification

  • BlackTech Hub - Certified Business Analysis Program completion

Timeline

Merchant Tax Analyst

SHOPIFY INC
12.2021 - Current

Taxpayer Services Agent

CANADA REVENUE AGENCY
06.2021 - 09.2021

Financial Service Representative III

BANK OF MONTREAL, BMO
09.2019 - 06.2021

Tax Support Specialist

PRICEWATERHOUSECOOPERS, PWC
01.2019 - 08.2019

Customer Service Agent

Canadian Automobile Association
09.2017 - 12.2018

FANSHAWE COLLEGE

Post-Degree Certificate from Human Resource Management

FANSHAWE COLLEGE

Post-Degree Certificate from Digital Marketing Management

REGENT UNIVERSITY COLLEGE OF SCIENCE AND TECHNOLOGIES

Bachelor of Science from Digital Business Management
Kingsley C. Oguejiofor