Meethil Mali
Toronto,ON
Summary
Accountant promoting more than 4 years of expertise in monitoring federal and state tax laws and changes. An action-oriented individual with experience assisting with audits. Team player and tax expert with dynamic analysis and process improvement talents.
Overview
5
5
years of professional experience
Work History
Credit & Analyst Summerside
Fairstone Financial
10.2022 - Current
- Conducted financial reviews of customer lines of credit by assessing company financials and initiating credit application reviews.
- Performed credit reviews on corporations to assess financial conditions.
- Analyzed customer data such as financial statements to determine level of risk involved in extending credit.
- Complied with internal controls and government regulations.
Tax Accountant
CANADA REVENUE AGENCY
02.2022 - 10.2022
- Processed and adjusted tax forms by entering data into the computer system and comparing them with tax assessment data and data from the previous year.
- Prepared federal and state income tax returns for individuals, businesses, trusts, estates and non-profits.
- Performed tasks under limited supervision related to income tax compliance such as returns, extensions, forecasts and tax provisions for business sectors and corporate heritage business units.
- Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions.
Excise Tax Auditor
CANADA REVENUE AGENCY
, PE
10.2021 - 02.2022
- Prepared working papers, reports and supporting documentation for audit findings.
- Facilitated financial and operational audits, working with internal and external managers to communicate recommendations or issues surrounding audits.
- Provided journal entries and performed accounting on an accrual basis.
- Completed audit papers by thoroughly documenting audit tests and findings.
Banking Advisor
ROYAL BANK OF CANADA
01.2021 - 09.2021
- Proactively engage with RBC clients through various communication channels to deliver an outstanding customer service experience, making every client interaction an exceptional one
- Cultivate and maintain relationships with partners to work as one RBC team
- Educate and assist clients with using RBC digital capabilities
- Cultivate and maintain relationships with partners to work as one RBC team.
Customer Service Manager
Walmart Canada
05.2020 - 07.2021
- Accepting payment by Card & Cash, Packing, and Backup for Shift Manager also
- Speaking with Customers about their Financial issues
- Managing Staff and helping them with their day-to-day needs
- Being the first point of contact in situations like Returns and Customer Support
Tax Analyst
Barclays Financials
04.2018 - 11.2018
- Monitored legislative and regulatory arenas for relevant tax issues and updated management to facilitate informed decisions.
- Conducted targeted tax research to facilitate informed project planning and compliance efforts.
- Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
- Researched tax issues and stayed current on all federal and state tax laws.
Tax Preparer
ICICI Bank
11.2017 - 04.2018
- Completed and filed returns with tax departments at the local, state and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Reviewed clients' tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Offered clients recommendations to reduce tax liabilities.
Education
Master of Organizational Management Program -
Crandall University
2021
Post-Baccalaureate Diploma - Finance, Finance & Accounts
Douglas College
12.2019
Bachelor of Commerce - Accounting and Finance
Mumbai University
01.2015
Skills
- Tax Computing
- Corporate Tax Issues
- Income Tax Compliance
- Federal Tax Returns
- Auditing Assistance
- Free Cash Flow Analysis
- Client Representation
- Property and Excise Taxes
- Microsoft Office
- Tax Accounting Specialization
- Stock Valuation
Timeline
Credit & Analyst Summerside
Fairstone Financial
10.2022 - Current
Tax Accountant
CANADA REVENUE AGENCY
02.2022 - 10.2022
Excise Tax Auditor
CANADA REVENUE AGENCY
10.2021 - 02.2022
Banking Advisor
ROYAL BANK OF CANADA
01.2021 - 09.2021
Customer Service Manager
Walmart Canada
05.2020 - 07.2021
Tax Analyst
Barclays Financials
04.2018 - 11.2018
Tax Preparer
ICICI Bank
11.2017 - 04.2018
Master of Organizational Management Program -
Crandall University
Post-Baccalaureate Diploma - Finance, Finance & Accounts
Douglas College
Bachelor of Commerce - Accounting and Finance
Mumbai University
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