Interior designing, gardening
Lata Kandekar
Edmonton,AB
Summary
Focused Tax professional conducting face-to-face tax interviews. History of going above and beyond to exceed expectations. High-performing, proficient at preparing complete and accurate tax returns. Knowledgeable in overseeing all paperwork for tax preparation. Excellent planning, problem-solving and decision-making strengths and experienced in latest tax codes and changes.
Overview
13
13
years of professional experience
4
4
years of post-secondary education
1
1
Certification
1
1
Language
Work History
Tax Professional
Real Savings Tax Services
Calgary, AB
01.2016 - 08.2019
- Completed and filed returns with tax departments at provincial, and federal levels.
- Contacted CRA or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Maintained compliance by adhering to current tax laws and regulations.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Researched complex tax issues utilizing online resources and professional tax software.
- Facilitated communication between clients and tax authorities.
- Analyzed financial documents to accurately reflect client information on tax returns.
Customer Service Agent
Canada Revenue Agency
Calgary, AB
12.2012 - 04.2013
- Educated clients on account services and resolved client inquiries regarding statement information and account balances.
- 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.
- Communicated with clients regarding account services, statements, and balances.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Answered constant flow of customer calls with minimal wait times.
- Actively listened to customers, handled concerns quickly and guided them with tax laws and forms on CRA's website.
Tax Professional
H&r Block
Calgary, AB
01.2009 - 12.2012
- Completed and filed returns with tax departments at provincial, and federal levels. Completed over 325 tax returns during tax season from mid February to April end.
- Contacted CRA or other relevant government organizations and financial institutions on behalf of client to address issues related to tax preparation.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Offered clients recommendations to reduce tax liabilities.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Researched complex tax issues utilizing online resources and professional tax software.
- Analyzed financial records to verify accuracy of tax returns.
- Calculated estimated tax payments for clients.
- Facilitated communication between clients and tax authorities.
- Prepared written responses or tax return amendments to resolve provincial and federal notices.
Administrative Clerk
City Of Calgary
Calgary, AB
08.2007 - 09.2008
- Created and updated physical records and digital files to maintain current, accurate, and compliant documentation.
- Coordinated and maintained impressive office organization to keep facilities efficient, organized, and professional.
Store Associate
Walmart
Calgary, AB
01.2008 - 07.2008
- Greeted customers, helped locate merchandise, and suggested suitable options.
- Monitored sales floor and merchandise displays for presentable condition, taking corrective action such as restocking or reorganizing products.
Customer Service Representative
Convergys, AT&T
Edmonton, AB
01.2007 - 06.2007
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Updated account information to maintain customer records.
- Responded to customer requests for products, services, and company information.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Participated in team meetings and training sessions to stay informed about product updates and changes.
- Clarified customer issues and determined root cause of problems to resolve product or service complaints.
- Educated customers about billing, payment processing and support policies and procedures.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs. Managed over 50 customer calls per day.
Education
No Degree - Personal Income Tax
H&R Block
Calgary 04.2001 -
Diploma - Administration in Oil And Gas
CDI College
Calgary, AB 01.2008 - 10.2008
Bachelor of Science - Mathematics
Mumbai University
Mumbai, India 06.1986 - 08.1989
Skills
Tax-related research
Tax reporting
Mathematical calculations
Tax return preparation
Finance
Filing system management
Efficient nature
Relationship building
Customer service oriented
Accomplishments
- Completed more than 300 individual tax returns during the years I worked with H&R block through the tax season. off season completed more.
- Got back several clients thousands of dollars of taxes by fixing errors made on prior tax returns filed with other accountants or on their own.
Certification
Basic accounting, preparing financial statements
Interests
Can speak, read and write Hindi and Marathi too.
Can speak, read and write Hindi and Marathi too
Timeline
Tax Professional
Real Savings Tax Services
01.2016 - 08.2019
Customer Service Agent
Canada Revenue Agency
12.2012 - 04.2013
Tax Professional
H&r Block
01.2009 - 12.2012
Store Associate
Walmart
01.2008 - 07.2008
Diploma - Administration in Oil And Gas
CDI College
01.2008 - 10.2008
Administrative Clerk
City Of Calgary
08.2007 - 09.2008
Customer Service Representative
Convergys, AT&T
01.2007 - 06.2007
No Degree - Personal Income Tax
H&R Block
04.2001 -
Bachelor of Science - Mathematics
Mumbai University
06.1986 - 08.1989