Navjot Rai
Abbotsford
Summary
Detail-oriented Taxpayer Services Agent with a strong focus on problem-solving and communication. Experienced in educating taxpayers and mentoring junior agents to enhance team performance and compliance.
Overview
8
8
years of professional experience
Work History
Taxpayer Services Agent
Canada Revenue Agency
Surrey, BC
01.2020 - Current
- Provided accurate information regarding tax filing processes and compliance requirements to taxpayers.
- Resolved inquiries related to various tax programs, ensuring adherence to regulations and guidelines.
- Educated taxpayers on available credits and benefits, enhancing understanding of entitlement options.
- Assisted in the development of training materials for new staff, improving onboarding efficiency and knowledge transfer.
- Mentored junior agents on best practices in customer service and compliance, fostering a knowledgeable team environment.
- Maintained up-to-date knowledge of tax laws and regulations, ensuring accurate guidance provided to taxpayers.
- Conducted thorough research into complex tax issues to provide accurate information and resolutions for taxpayers.
- Assisted taxpayers in navigating online resources, increasing self-service usage rates and reducing call volumes.
Matching Reviewer
Canada Revenue Agency
Surrey, BC
01.2019 - 12.2019
- Reviewed tax returns for compliance with federal regulations and guidelines.
- Analyzed taxpayer submissions to identify discrepancies and recommend corrective actions.
- Implemented quality control measures that improved overall review efficiency and effectiveness.
- Maintained strong attention to detail while reviewing numerous documents daily, ensuring consistent quality and accuracy.
- Conducted in-depth research to strengthen the overall quality and credibility of each review.
- Sustained high levels of productivity under tight deadlines by efficiently using available resources.
- Enhanced customer satisfaction with prompt and accurate responses to inquiries.
Processing Reviewer
Canada Revenue Agency
Surrey, BC
06.2018 - 12.2018
- Evaluated tax returns for compliance with regulations and accuracy.
- Conducted detailed reviews of financial documents to identify discrepancies and potential issues.
- Analyzed taxpayer claims for tax credits to identify discrepancies and validate eligibility.
- Facilitated communication with taxpayers via phone and written correspondence to ensure clarity and compliance.
Education
Bachelor of Commerce - Accounting And Finance
Kumaun University
Uttarakhand, India06-2010
Skills
- Stress tolerance
- Tax software mastery
- Accounting principles
- Cross-cultural sensitivity
- Tax law
- Attention to detail
- Time management
- Teamwork and collaboration
Languages
English
Full Professional
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Timeline
Taxpayer Services Agent
Canada Revenue Agency
01.2020 - Current
Matching Reviewer
Canada Revenue Agency
01.2019 - 12.2019
Processing Reviewer
Canada Revenue Agency
06.2018 - 12.2018
Bachelor of Commerce - Accounting And Finance
Kumaun University