Dynamic accounting professional with 24 years at Theune Financial Corporation Ltd., excelling in tax compliance and payroll processing. Proven ability to mentor staff and enhance financial data integrity, ensuring accurate reporting. Recognized for exceptional client service and adept at managing complex financial operations, driving informed decision-making and fostering stakeholder trust.
Overview
28
28
years of professional experience
Work History
Senior Accounting Technician
Theune Financial Corporation Ltd.
03.2001 - Current
Supervised daily accounting operations, ensuring accurate financial reporting and compliance with regulations.
Collaborated with cross-functional teams to resolve discrepancies and improve financial data integrity.
Mentored junior accounting staff, providing guidance on best practices and technical skills development.
Developed comprehensive financial statements, facilitating informed decision-making for management and stakeholders.
Maintained accurate financial records with diligent bookkeeping practices, ensuring compliance with regulations and best practices.
Assisted in preparing annual tax filings according to government regulations while minimizing potential liabilities through careful tax planning strategies.
Provided exceptional customer service to both internal and external stakeholders, fostering trust and confidence in the accounting department''s capabilities.
Assisted in the preparation of comprehensive financial statements, contributing to transparent reporting of company performance.
Completed weekly, bi-weekly, semi-monthly and/or monthly payroll for client's company employees.
Handled day-to-day accounting processes to drive financial accuracy.
Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Managed and responded to correspondence and inquiries from clients.
Navigated Canada Revenue Agency for clients regarding any inquires, reviews and audits.
Completed personal tax returns and company corporate tax returns and year ends including financial statements for a busy accounting office for the last 24 years.
Receptionist /Income Tax Preparer
H&R Block
02.1998 - 04.2000
Managed front desk operations, ensuring efficient client check-in and appointment scheduling.
Coordinated communication between clients and tax professionals to streamline service delivery.
Maintained accurate client records using H&R Block's proprietary software systems.
Provided exceptional customer service by addressing inquiries and resolving issues promptly.
Assisted in preparing tax documentation, ensuring compliance with regulatory requirements.