Tara Nie
Richmond,BC
Overview
12
12
years of professional experience
Work History
Manager
Sit Lim CPAs
09.2022 - Current
- Quality review files completed by Staff members such as T1,T2 and NTR, review engagement, trust audits etc
- Manage client files ensure all deadlines are met
- Assist clients dealing with CRA matters such as audits, reviews
- Provides training to staff members
- Assisted firm partner to complete practice review, update firm QAM on annual basis.
Senior Accountant
Sit Lim CPAs
06.2021 - 09.2022
- Quality review files completed by staff members such as T1,T2 and NTR
- Prepares trust audit, review engagements and more complex CER
- Assist clients dealing with CRA matters.
Senior Accountant
Marsh & Marsh CPAs
10.2019 - 07.2021
- Assisted manager to prepare Co-Op housing audits
- Prepares compilation files
- Prepares T1 and T2 files.
Staff Accountant
Khosh & Company CA Inc.
11.2018 - 08.2019
- Quality review for documents submitted by the Junior Staff members such as T1134 forms
- Responsible more complex files such as Estate, Foreign Property Disclosures etc.
Tax Auditor
Ministry of Finance, Saskatchewan
01.2015 - 10.2018
- Working within a team of audit professionals’ conducts audits on provincial and inter-provincial businesses to ensure compliance with various provincial tax statues
- (PST, Fuel Tax, Tobacco Tax, Liquor Consumption Tax)
- Plans and conducts audits of provincial vendors and consumers in the retail and contracting industry as provided for under tax Act administered by the Department of Finance
- Industry included real property construction, restaurant, oil & gas, retails, and manufacturing etc
- Audit Planning included an analytical procedure for the taxpayer’s business, select sample based on the scope of the audit and execute the audit
- Assesses tax liabilities and penalties in accordance with provincial legislation
- Writes audit reports and working papers and provides an explanation of audit findings/assessments to the taxpayer
- Responds to inquiries from taxpayers with respect to their obligations under tax legislation and tax regulation.
Financial Analyst
Ministry of Agriculture, Saskatchewan
04.2013 - 01.2015
- Monitoring the accuracy of Revenue and A/R transactions, identifying and approving required adjustments and refunds and ensuring correction are prepared and entered into accounting system
- Reviews and approves journal entries from four staff members throughout the fiscal year includes
- Billings and adjustment, AR write-off, Fees
- Payment adjustment
- Miscellaneous sales, prepayment discount
- Refunds, penalty assessments, return cheques
- Responsible for month end closing and assist the accounting manager for year-end closing
- Prepare and enter month end journal entries in the accounting system, ensure all journals are posted and data files are properly exported to the government-wide account system
- Reconciles cash clearing account and prepares various accounting summaries and reports for month end reporting
- Prepares monthly bank reconciliation and journals to account for returned cheques, service charges, foreign exchange, etc.
Accounting Clerk VI
City of Regina, Saskatchewan
09.2012 - 04.2013
- Provide general accounting and budget support to assigned departments
- Correlate and submit departmental budget variance
- Perform reconciliation procedures, such as reconciliation of inventory, point of service, accounts receivable, asset and work management systems to the financial system and to initiate accounting transactions by using Oracle
- Review and analyze accounting information for the operating and capital activities for accuracy and reasonability
- Prepare detailed schedules and reports related to the operating and capital activates and the budget process
- Monitor of overhead expenses to ensure that full recovery is achieved in accordance with the City of Regina’s costing policies
- Maintain accounting records of reserves, detailing commitments, expenditures, revenue and projections
- Accumulate costs related to work for private parties and initiate the billing process.
Education
Designated -
CPA Western School of Business
09.2019
Faculty of Business Administration (Accounting, Co-op Program) -
University of Regina
12.2013
Grade 12 Diplomas -
Balfour Collegiate High School
12.2008
Skills
- Outgoing, energetic and optimistic
- Computer skills- Microsoft Word, Excel (Vlookup, Pivot Table and text to columns etc), Access, Internet, Email, Oracle, QuickBooks, Simply Accounting
- CaseWare, Profile, Taxprep
- Quick learner with the ability to multitask
- Fully fluent in English, Cantonese and Mandarin
Languages
English
Professional Working
References
Upon Request
Timeline
Manager
Sit Lim CPAs
09.2022 - Current
Senior Accountant
Sit Lim CPAs
06.2021 - 09.2022
Senior Accountant
Marsh & Marsh CPAs
10.2019 - 07.2021
Staff Accountant
Khosh & Company CA Inc.
11.2018 - 08.2019
Tax Auditor
Ministry of Finance, Saskatchewan
01.2015 - 10.2018
Financial Analyst
Ministry of Agriculture, Saskatchewan
04.2013 - 01.2015
Accounting Clerk VI
City of Regina, Saskatchewan
09.2012 - 04.2013
Designated -
CPA Western School of Business
Faculty of Business Administration (Accounting, Co-op Program) -
University of Regina
Grade 12 Diplomas -
Balfour Collegiate High School
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