Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

TARUN BANSAL

Revenue Collections Agent, Government Of Canada
Surrey,BC

Summary

Detail-oriented accounting professional with approximately 3 years of experience encompassing accounts receivable, invoice processing, financial record keeping, and data management. Proven ability to manage financial transactions, reconcile discrepancies, and maintain accuracy in fast-paced environments. Background includes contract accounting assignments and expertise in negotiating payments and ensuring compliance. Eager to apply comprehensive accounting knowledge and strong analytical skills to contribute effectively in an accounting role.

Overview

6
6
years of professional experience
6
6
years of post-secondary education
3
3
Languages

Work History

Revenue Collection Agent

The Canada Revenue Agency
Surrey, British Columbia
02.2023 - Current
  • Conducted comprehensive telephone interviews to gather, verify, and update taxpayer financial information.
  • Negotiate payment of outstanding amounts within prescribed parameters, request missing returns, and provide legal warnings to taxpayers.
  • Initiate changes to correct errors identified on taxpayer accounts, ensuring data integrity and compliance.
  • Gather and accurately input taxpayer contact information, recovery sources, and other relevant data into Agency electronic diaries.
  • Trained for Business Debt Collection Workload, handling more complex commercial accounts and financial situations.
  • De-escalated and resolved Taxpayer's complaints with punctual, polite and professional service.

Premium Payable Associate

Hub International
Chilliwack, British Columbia
08.2022 - 10.2022
  • Company Overview: Contract on Behalf of Robert Half
  • Issued nearly 30-35 daily payments and refunds accurately to carriers, brokers, and clients based on daily check requests.
  • Reconciled discrepancies as per established policies for monthly payments and sent document confirmations to relevant parties.
  • Processed monthly payments to carriers and brokers for bulk policies via Clearpay, bank checks, and wire transfers.
  • Maintained organized and accurate document records in the company's cloud-based storage application, ImageRight.

Accounts Receivable Clerk

Sunrise Farms
Surrey, British Columbia
06.2022 - 07.2022
  • Company Overview: Contract on Behalf of Robert Half
  • Applied proper accounting codes to invoices, files, and receipts to maintain organized and easily searchable financial records.
  • Issued credit notes to customers for rebates, pricing errors, and freight chargebacks with precision.
  • Issued debit notes as per manager's request for invoices with unclaimed credits.
  • Utilized Syspro ERP software to accurately allocate payments, issue credit and debit notes, and import payment data.
  • Managed new customer account setup process, including sending credit reference forms and submitting completed files for manager approval.

Accounts Receivable Clerk

London Drugs
Richmond, British Columbia
03.2022 - 06.2022
  • Company Overview: Contract on Behalf of Ashton Carter
  • Investigated daily variances and corrected errors to resolve discrepancies in accounts receivable ledgers.
  • Reviewed vendor invoices for appropriate documentation and validity prior to payment processing.
  • Matched purchase orders with invoices and recorded necessary information with high attention to detail.
  • Maintained accurate and current financial tracking within PeopleSoft financial management system.

Tax Preparer Volunteer

Douglas Commerce and Business Association
New Westminster, British Columbia
03.2019 - 04.2019
  • Utilized U-file, TurboTax, and Intuit Profile Tax software to accurately input and track tax information for students.
  • Conducted one-on-one consultations to collect necessary financial information and paperwork for tax return preparation with daily 15-20 tax returns.
  • Maintained complete and confidential records of client tax returns and supporting documentation in a secured data device.

Education

Payroll Compliance Practitioner (PCP) Certification -

National Payroll Institute
Toronto, ON
03.2022 - 12.2022

Post Baccalaureate Diploma - Accounting And Finance

Douglas College
New Westminster, BC
09.2017 - 05.2020

Bachelor of Commerce - Accounting And Finance

Punjabi University
Punjab, India
08.2013 - 06.2016

Skills

  • Experience with PeopleSoft applications

  • Experienced with Syspro software

  • Skilled in using TurboTax, U-file for tax preparation

  • Accounts payable management and Accounts receivable processing

  • Call management expertise

  • Demonstrates flexibility in diverse situations and proficient in managing multiple tasks

  • Strong technical computer skills

  • Collaborative coaching

  • Bank statement analysis

  • Billing and reconciliation

  • Data analysis proficiency

Clear and courteous phone interaction

Accomplishments

  • Received Certificate of Excellence from Canada Revenue Agency's Quality Support team for appropriate actions taken on taxpayer accounts.

Timeline

Revenue Collection Agent

The Canada Revenue Agency
02.2023 - Current

Premium Payable Associate

Hub International
08.2022 - 10.2022

Accounts Receivable Clerk

Sunrise Farms
06.2022 - 07.2022

Payroll Compliance Practitioner (PCP) Certification -

National Payroll Institute
03.2022 - 12.2022

Accounts Receivable Clerk

London Drugs
03.2022 - 06.2022

Tax Preparer Volunteer

Douglas Commerce and Business Association
03.2019 - 04.2019

Post Baccalaureate Diploma - Accounting And Finance

Douglas College
09.2017 - 05.2020

Bachelor of Commerce - Accounting And Finance

Punjabi University
08.2013 - 06.2016

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TARUN BANSALRevenue Collections Agent, Government Of Canada