Astute professional highly skilled in accounting and bookkeeping processes. Talented individual offering fluency in Oracle, Excel and CRM system. Recognized for strong support of senior financial team for report development and data retrieval.
Overview
5
5
years of professional experience
Work History
Junior Accountant
RC Financial Group
05.2019 - Current
Found tax solutions to complicated tax issues or errors from incorrect tax filings.
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
Contacted CRA or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
Collaborated with clients to answer questions and provide advice on tax matters.
Prepared written responses or tax return amendments to resolve state and federal notices.
Educated clients on tax planning strategies, helping them save money in future years.
Facilitated communication between clients and CRA, resolving discrepancies and ensuring accurate filings.
Collaborated with senior accountants to perform month-end closing procedures, ensuring timely financial reporting.
Aided in preparation of quarterly board meeting materials that included relevant financial information such as balance sheets or income statement updates.
Improved tax compliance by accurately preparing and filing federal, state, and local tax returns.
Provided support during audits by gathering requested documentation and answering questions from auditors.
Prepared bank reconciliations on a monthly basis to identify potential discrepancies between company records and bank statements.
Prepared journal entries and entered into system using Quickbooks Online and Quickbooks Desktop.
Utilized Cantax to prepare and file tax returns.
Prepared working papers, reports and supporting documentation for audit findings.
Education
Business Management Financial Service
Humber College
Toronto, ON
08.2019
Skills
Interdepartmental Collaboration
Financial Reporting
Tax filing
Generally Accepted Accounting Principles
Payroll Administration
Proficient in Cantax T1, T2, Quickbooks, Microsoft Excel, and Google Docs