Navjot Munzal
Overview
7
7
years of professional experience
1
1
Certification
Work History
Tax Preparer & Bookkeeper
Liberty Tax Service
Calgary, AB
01.2025 - Current
- January – June 2025 (40 hrs/week); July 2025 – Present (25–30 hrs/week)
- Prepare personal income tax returns (T1): property sales, capital gains, rental income, self-employment income; explain income tax obligations to clients using Tax Cycle software
- Prepare corporate tax returns (T2) including full-cycle bookkeeping, reconciliations, depreciation schedules, income statements, and balance sheets
- Process and file GST returns; maintain quarterly GST bookkeeping records
- Manage bi-weekly and monthly payroll for multiple businesses using QuickBooks, ensuring compliance with CRA requirements and payroll rules (vacation pay, statutory holiday pay, source deductions)
- Respond to CRA audits and reviews, preparing supporting documentation and correspondence
- Gained exposure to cross-border U.S. tax filings and applied international tax treaty rules
- Oversee office operations when manager is away, including client intake, workflow management, and correspondence
Taxpayer Services Agent
Canada Revenue Agency
Calgary, AB
06.2021 - 12.2023
- Resolved 30+ taxpayer inquiries daily, maintaining a high level of accuracy and client satisfaction
- Educated taxpayers on tax credits, deductions, and compliance obligations
- Conducted detailed account analysis using internal CRA systems to resolve discrepancies
- Collected accurate client details to ensure compliance with CRA standards and audit requirements
Sales Associate
Bath & Body Works Inc.
Calgary, AB
10.2018 - 01.2021
- Delivered strong customer service, assisting clients with product selection and upselling
- Trained and mentored new associates on sales techniques and company procedures
- Contributed to consistently meeting store sales goals and customer satisfaction targets
Education
Bachelor of Commerce - Accounting
Haskayne School of Business, University of Calgary
Calgary, AB12.2025
High School Diploma - undefined
Lester B. Pearson High School
Calgary, AB06.2019
Skills
- Taxation: T1 Personal Tax, T2 Corporate Tax, GST/HST Filing, CRA Audit Response, US/Canada Cross-Border Taxation
- Accounting & Bookkeeping: Full-Cycle Bookkeeping, Depreciation, Reconciliations, Journal Entries, Financial Reporting (Income Statement, Balance Sheet, Trial Balance)
- Payroll: Processing (bi-weekly, monthly), Vacation Pay, Statutory Holiday Pay, Source Deductions, Compliance with CRA regulations
- Software: QuickBooks, TaxCycle, Microsoft Excel (PivotTables, VLOOKUP, Financial Modeling), Microsoft Office Suite
- Other: Client Communication, Problem Solving, Workflow Management, Attention to Detail
Certification
- Google Analytics for Beginners – Google (2023)
- FMI Certification – Financial Modeling Institute (in progress)
Timeline
Tax Preparer & Bookkeeper
Liberty Tax Service
01.2025 - Current
Taxpayer Services Agent
Canada Revenue Agency
06.2021 - 12.2023
Sales Associate
Bath & Body Works Inc.
10.2018 - 01.2021
High School Diploma - undefined
Lester B. Pearson High School
Bachelor of Commerce - Accounting
Haskayne School of Business, University of Calgary