Poorva Bakhshi
Summary
Results-driven accounting and finance professional with experience in tax consulting, financial reporting, and business advisory services. Skilled in tax preparation, bookkeeping, and financial analysis, with proficiency in QuickBooks, iFirm, Sage, and Microsoft Office Suite. Strong knowledge of Canadian tax regulations, corporate tax planning, and compliance strategies. Adept at client relationship management, problem-solving, and delivering strategic financial insights to optimize tax outcomes.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Founder & Tax Consultant
Novella Tax Consulting
12.2024 - Current
- Provide personalized tax consultation and filing services for individuals and self-employed clients, ensuring maximum deductions and credits
- Handle client interactions, ensuring a seamless tax filing process with clear communication and guidance
- Conduct tax planning strategies to optimize clients' tax positions and minimize liabilities
- Review and file personal tax returns (T1) while ensuring compliance with CRA regulations
- Assist clients in CRA audits and disputes, providing necessary documentation and representation
- Utilize iFirm and QuickBooks to manage financial records, bookkeeping, and tax-related transactions
- Stay updated on changing tax laws and policies to provide clients with accurate and beneficial advice
Tax Accountant
Spectrum Accounting Group
02.2024 - 11.2024
- Conducted successful tax planning and consultation meetings for personal and corporate clients, leading to increased client acquisition and retention
- Managed the preparation and filing of personal and self-employed tax returns, optimizing deductions and credits for improved financial outcomes
- Handled bookkeeping activities, ensuring accurate financial recordkeeping and timely financial reporting
- Processed client payroll, including government remittances for payroll, GST, WCB, and corporate tax installments, ensuring compliance with regulations
- Prepared and filed tax slips, including T4, T5, and other required slips, ensuring compliance with tax regulations
- Prepared working paper files, including unaudited financial statements, to support tax filings and financial reporting
- Prepared business plans for corporations, assisting clients with financial forecasting, budgeting, and structuring their businesses for optimal growth and tax efficiency
- Conducted in-depth research on corporate tax credits, incentives, and grants, ensuring that all applicable benefits were claimed to maximize tax savings for clients
- Responded to client inquiries daily, providing timely support and financial guidance
- Ensured timely and accurate tax filings, minimizing liabilities and maximizing refunds
- Performed T1 adjustments, identifying and correcting errors to optimize tax outcomes
- Utilized iFirm tax software to streamline tax preparation and enhance efficiency
- Managed CRA correspondence, reviewing and addressing letters while submitting relevant documents to resolve compliance issues
Accounting Assistant
Delta Q (Robert Half)
01.2024 - 02.2024
- Process invoices for Accounts Payable (AP) and Accounts Receivable (AR) using industry-leading software, including SAGE and SAP, ensuring accuracy and compliance with company policies
- Efficiently manage communication through email correspondence, initiating follow-up actions to address outstanding invoices and facilitate timely payments
- Generate financial reports and summaries as needed, providing valuable insights to support decision-making processes
- Demonstrate a strong commitment to accuracy, confidentiality, and compliance with relevant accounting regulations and standards
Junior Data Analyst
Pacific Coastal Airlines (Robert Half)
07.2023 - 10.2023
- Gathered and cleaned large data sets from Ceridian Day Force and other HR software
- Created spreadsheets, reports, and visualizations using tools such as VLOOKUP and pivot tables
- Conducted data entry of payroll information, ensuring accuracy and completeness
- Analyzed payroll data to identify discrepancies and provide actionable insights to management
- Collaborated with cross-functional teams to develop and implement data-driven solutions
- Maintained up-to-date knowledge of industry trends and best practices in data analysis
- Demonstrated strong attention to detail, analytical skills, and ability to work independently and as part of a team
Math and English Teacher
Eye Level
01.2020 - 10.2021
- Taught Math and English to students aged 5-14, tailoring lessons to individual learning styles
- Assessed student progress and provided constructive feedback to improve academic performance
- Collaborated with parents to address educational goals and foster a supportive learning environment
Education
Bachelor OF ACCOUNTING -
BRITISH COLUMBIA INSTITUTE OF TECHNOLOGY
04-2025
FINANCE DIPLOMA -
BRITISH COLUMBIA INSTITUTE OF TECHNOLOGY
04.2024
Skills
- Tax advisory services
- Tax preparation and filing
- Accounting software proficiency
- Data analysis
- Microsoft Excel proficiency
- Attention to detail
Certification
Canadian Securities Course (CSC), 03/01/24, Successfully completed the Canadian Securities Course, enhancing expertise in financial markets and securities regulations.
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Full Professional
Timeline
Founder & Tax Consultant
Novella Tax Consulting
12.2024 - Current
Tax Accountant
Spectrum Accounting Group
02.2024 - 11.2024
Accounting Assistant
Delta Q (Robert Half)
01.2024 - 02.2024
Junior Data Analyst
Pacific Coastal Airlines (Robert Half)
07.2023 - 10.2023
Math and English Teacher
Eye Level
01.2020 - 10.2021
Bachelor OF ACCOUNTING -
BRITISH COLUMBIA INSTITUTE OF TECHNOLOGY
FINANCE DIPLOMA -
BRITISH COLUMBIA INSTITUTE OF TECHNOLOGY
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