Summary
Overview
Work History
Education
Skills
Co-curricular Activities
Timeline
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Priyansh Trivedi

Toronto,ON

Summary

As a seasoned tax analyst with a proven track record of preparing high-quality Canadian and U.S. individual income tax returns for frequent travellers, expatriates, and high-net-worth individuals, I am excited to apply for the role at CIBC Mellon. With a deep understanding of U.S. and Canadian individual income tax laws and standards, I am confident in my ability to deliver exceptional Financial Reporting and Tax solutions to CIBC Mellon clientele. Additionally, my experience in handling high-pressure situations with accuracy and efficiency, coupled with my skills in Microsoft Excel and other Microsoft applications, make me an ideal candidate for this position. At CIBC Mellon, I am excited to apply my exceptional problem-solving skills and interpersonal abilities to ensure client satisfaction while bringing innovative ideas to make a significant impact. I am committed to using my experience and expertise to drive results and exceed expectations, while continuously seeking opportunities for growth and improvement.

Overview

4
4
years of professional experience

Work History

Cashier/Sales Associate - Part Time

Tommy Hilfiger
04.2022 - Current
  • Ensuring that the store operations run smoothly
  • Helping team members by coordinating store activities
  • Assisted the store management in reaching the monthly sales target by interacting with customers to understand their needs and trying to upsell and provide a fine customer experience
  • Closing cash wrap at the end of the day to count the cash, prepare a cash deposit bag to reconcile the accounts, and audit the transactions.
  • Worked flexible schedule and extra shifts to meet business needs.

Tax Analyst

Ernst & Young LLP
02.2019 - 10.2021
  • Analyzed and prepared Canadian (T1) and U.S (1040) individual income tax returns for frequent travellers, expatriates and high-net-worth individuals
  • Proved instrumental in the team by preparing high-quality returns well within the budgeted time frame
  • Cultivated and deepened relationships with the onshore team by quick turnaround to queries and bespoke requests.

Education

Ontario Graduate Certificate - Business Administration

York University
Toronto
08.2023

Ontario Graduate Certificate - Financial Planning

George Brown College
08.2022

Bachelor Of Commerce (Hons.) - Finance

Alliance University
Bengaluru, India
06.2018

Skills

    Effective communication

    Interpersonal Skills

    Analytical Skills

    Problem-Solving

    Time Management

    Attention to Detail

    Microsoft Excel

    Accounting Principles

    Financial Analysis

Co-curricular Activities

  • Campus Ambassador: Alliance Ascent College, Alliance University | Bangalore, KA | May 2016 - June 2018. Organized various college festivals and inter-college events during my tenure and headed a team of volunteers.
  • President: Commerce Forum | Bangalore, KA | March 2016- February 2017 Organized informative games and workshops for the students to develop financial literacy among students on topics such as Personal Finance, Investing, Tax Planning etc.
  • Campus Ambassador for Entrepreneurship Cell, FMS Delhi | Delhi, DL | August 2017 - December 2017
  • Campus Ambassador for UNMAAD Fest, FMS IIM Bangalore | Bangalore, KA | August 2017 - December 2017

Timeline

Cashier/Sales Associate - Part Time

Tommy Hilfiger
04.2022 - Current

Tax Analyst

Ernst & Young LLP
02.2019 - 10.2021

Ontario Graduate Certificate - Business Administration

York University

Ontario Graduate Certificate - Financial Planning

George Brown College

Bachelor Of Commerce (Hons.) - Finance

Alliance University
Priyansh Trivedi