Smitha Fernandes
Calgary,Canada
Summary
Proven tax professional with a track record of enhancing client retention and business growth at H&R Block Inc. Leveraging critical thinking and customer-centric skills, excels in digital literacy and adeptly navigates complex tax scenarios to ensure accuracy and maximize client deductions. Committed to lifelong learning, consistently outperforms targets through strategic client advisement and robust audit support.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Tax Professional (Seasonal)
H & R Block
02.2018 - 04.2024
- Interviewing clients to gather information about change in personal status, incomes earned and any qualifying deductions to be claimed
- Prepared tax returns and tax planning calculations for Individuals, Self employed and Rental Property Income.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Contacted CRA or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Generate business growth, increase client retention, and offer additional products and services.
- Mentor and support teammates.
Postal Clerk
Canada Post
01.2017 - 12.2017
- Operation of material handling equipment
- Receiving and accepting mail items
- Sort, scan and sequence and batch mail items
- Transferring and loading of a postal truck
- Transfers and dispatching of parcels and packets.
Store Supervisor
Rocks and Gems
02.2013 - 09.2014
- Help, motivate, and encourage retail sales to achieve sale targets.
- Answered product questions and assisted customers in selection and checkout.
- Answered questions about store policies and addressed customer concerns.
- Handled customer complaints, issues and queries
- Managed cash handling processes accurately to maintain financial integrity within the store''s daily transactions.
- Supervised associates by providing direction and instruction for stocking shelves, rotating stock, and receiving deliveries.
- Conducted inventory analysis to determine optimal stock levels.
- Maintained high standards of store appearance by enforcing cleanliness guidelines, organizing merchandise displays, and scheduling routine maintenance tasks.
Asst. Professor in Commerce (Accounts and Finance)
Govt. College of Arts, Science & Commerce
01.2008 - 12.2012
- Teaching experience in various subjects at under graduate level (Cost Accounts, Entrepreneurship Management, E-Commerce, Financial Accounting, Income Tax and Auditing)
- Increased academic achievement by providing one-on-one mentoring and support to struggling students.
- Established and maintained inclusive, collegial and collaborative culture within classroom.
- Maintained an up-to-date knowledge of subject matter by attending conferences, workshops, and webinars relevant to the field of study.
- Built strong rapport with students through class discussions and academic advisement.
- Inspired critical thinking skills among students by fostering a learning environment that encouraged open-mindedness, curiosity, and intellectual exploration.
- Organized and conducted and evaluated Tally Course
- Proctored exams and graded tests, assignments and projects.
- NSS Programme Officer of the NSS Unit.
- External Activities In Charge and Member of Students Council Unit
Education
Masters in Commerce - Accounts, Finance & Taxation
University of Goa
Goa, India04.2006
Skills
Customer Centric, Digital Literacy, Critical thinking, Result Oriented, Attention to details, Flexibility and Agility, Curiosity and Life Long Learning
Certification
- Investment Funds in Canada Course (IFC) CSI 2024 October
- Office Accounting Systems - Quickbooks NAIT 2018 February
Languages
English
Full Professional
Hindi
Native or Bilingual
konkani
Native or Bilingual
Marathi
Limited Working
punjabi
Limited Working
Malayalam
Limited Working
Maternity
Year 2020, 2015 and 2016: Was on Maternity break
Timeline
Tax Professional (Seasonal)
H & R Block
02.2018 - 04.2024
Postal Clerk
Canada Post
01.2017 - 12.2017
Store Supervisor
Rocks and Gems
02.2013 - 09.2014
Asst. Professor in Commerce (Accounts and Finance)
Govt. College of Arts, Science & Commerce
01.2008 - 12.2012
Masters in Commerce - Accounts, Finance & Taxation
University of Goa
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