Shuting (Shane) Xiao
Markham,ON
Summary
Detail-oriented and highly skilled accountant with over four years of progressive experience in public accounting firms. Proven expertise in financial reporting, tax compliance and audit procedures. Adept at managing full-cycle accounting processes, and cultivating strong client relationships. Seeking to leverage expertise in a dynamic intermediate to senior level role at BDO.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Staff Accountant
Chaggares & Bonhomme, CPAs
Newmarket, Ontario
10.2023 - Current
- Conducting year-end audit engagements for both for-profit and non-profit clients, including PCCA and grant audits, by preparing working papers and financial statements in accordance with regulatory standards.
- Performing review engagements for a diverse clientele.
- Preparing year-end engagements and corporate tax returns for clients across various industries using Taxprep.
- Supporting the team during tax season by preparing personal tax returns
- Assisting co-op students by addressing their questions and concerns, ensuring they gained valuable experience and guidance.
Senior Accountant
Spiegel & Associates P.C.
Toronto, Ontario
07.2023 - 08.2023
- Trained new hires in personal tax preparation and delegated full-cycle bookkeeping tasks to junior staff.
- Streamlined workflows, ensuring accuracy and efficiency in tax filing processes
Accountant
Spiegel & Associates P.C.
Toronto, Ontario
04.2022 - 07.2023
- Managed year-end working paper files for audit, review, and compilation engagements using Caseware
- Consulted directly with clients, providing financial insights and solutions
- Prepared T2 corporate tax returns using Taxprep and ensured compliance with CRA requirements
Staff Accountant
Alphonsus & Associates P.C.
Toronto, Canada
06.2020 - 02.2022
- Performed full-cycle accounting, including journal entries and bank reconciliations, using QuickBooks
- Prepared payroll and year-end bonuses for employees, ensuring compliance with financial regulations
- Automated financial record-keeping processes using Excel, increasing efficiency in report generation
- Prepared and filed T1, T2, T4, T5, and T3 tax returns, resolving discrepancies with CRA
Accounting Assistant
Utrust Consulting
Toronto, Canada
11.2019 - 06.2020
- Prepared T1, T2, and corporate tax filings, receiving consistent positive client feedback
- Reviewed payroll information and resolved discrepancies by liaising with ADP
- Filed T4, T4A, T5, HST, and WSIB, ensuring accurate and timely submissions
Education
Master of Professional Accounting -
Brock University
St. Catherines, Ontario, Canada07.2019
Honor Bachelor of Accounting -
Minjiang University
Fuzhou, Fujian, China07.2017
Skills
- Financial reporting and analysis
- Tax preparation and compliance (T1, T2, HST)
- Audit and review engagements
- Advanced Microsoft Excel
- Accounting software: Caseware, QuickBooks, and Taxpre
- Client relationship management
- Time management and task prioritization
- Analytical and critical thinking
- Team collaboration and interpersonal communication
- Problem-solving capacity
Certification
CFE successful writer (expect to be fully licensed as CPA by February 2025)
Timeline
Staff Accountant
Chaggares & Bonhomme, CPAs
10.2023 - Current
Senior Accountant
Spiegel & Associates P.C.
07.2023 - 08.2023
Accountant
Spiegel & Associates P.C.
04.2022 - 07.2023
Staff Accountant
Alphonsus & Associates P.C.
06.2020 - 02.2022
Accounting Assistant
Utrust Consulting
11.2019 - 06.2020
Master of Professional Accounting -
Brock University
Honor Bachelor of Accounting -
Minjiang University
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