To obtain a job within my chosen field that will challenge
me and allow me to use my education, skills and past experiences in a way that
is mutually beneficial to both myself and my employer and allow for future
growth and advancement.
Overview
7
7
years of professional experience
Work History
Tax Team Lead
Intuit
2023.01 - Current
Ensured compliance with company policies and procedures throughout the team.
Provided support to Tax experts during peak periods of workloads.
Collaborated with management team to implement new work procedures or policies.
Helped mitigate and resolve Tax and tax software issues by analyzing situation and implementing appropriate solutions.
GST Examiner (Co-op)
CRA
Kelowna, BC
2023.05 - 2023.12
Reviewed returns for accuracy and completeness, verifying reported income and expenses.
Analyzed financial statements to ensure compliance with GST/ HST regulations.
Prepared detailed reports of audit findings and recommendations for management review.
Researched complex tax issues using appropriate resources.
Tax Expert / Manager
Liberty Tax
SALMON ARM, British Columbia
2018.03 - 2022.12
Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
Identified potential deductions to minimize clients' tax liabilities.
Advised clients on the best strategies for filing their taxes efficiently and legally.
Assisted with the preparation of audit working papers, including gathering supporting documentation for CRA reviews.
Bookekeeper
Shuswap Bookkeeping
SALMON ARM, British Columbia
2017.06 - 2018.01
Maintained and reconciled general ledger accounts.
Prepared financial statements, including balance sheets, income statements, and statement of cash flows.
Performed data entry tasks, month-end closing activities for various industries.
Education
Post-Baccalaureate Diploma - Accounting
Okanagan College Kelowna BC
2024-04
Certified Personal Tax Practitioner -
Knowledge Bureau
2019-09
Bookkeeping Certificate -
Okanagan College Salmon Arm, BC
2017-01
Master of Arts - Economics
Bahauddin Zakaria University (B.Z.U)
2002-12
Skills
Hardworking and efficient
Organized and honest
Reliable and responsible
Able to work independently and in a team
Critical thinker with effective researching skills
Patient Service Representative/Secure Messaging Team Team Lead/PSR III at CVS SpecialtyPatient Service Representative/Secure Messaging Team Team Lead/PSR III at CVS Specialty