Valerie Iwebuke
OTTAWA,ON
Summary
Detail-oriented CPA Candidate with experience in Canadian public practice accounting, focusing on personal and trust taxation for high-net-worth clients. Expertise in complex tax planning, including Section 85 rollovers, Capital Dividend Accounts, and TOSI. Skilled in liaising with CRA and Revenu Québec to resolve compliance issues and manage tax engagements effectively.
Overview
1
1
Certification
4
4
years of professional experience
Work History
Staff Tax Accountant II
GGFL LLP
Ottawa, ON
01.2026 - 05.2026
- Selected to manage the firm’s most complex personal and trust tax engagements, including high-net-worth individuals, reorganization files, and multi-slip investment clients
- Prepared and completed 100+ tax returns during peak filing season while maintaining accuracy under strict deadlines and competing priorities
- Independently prepared corporate and personal reorganization files, including Section 85 rollover (T2057) transactions and supporting documentation packages, applying knowledge of attribution rules, TOSI considerations, CDA planning, and LCGE-related tax planning
- Liaised directly with CRA and Revenu Québec on complex client matters, including responding to correspondence, resolving account issues, and supporting compliance-related follow-ups
- Trained and mentored junior staff and co-op students on tax preparation processes, technical standards, and workflow execution
- Balanced tax compliance, tax planning, client service, and internal responsibilities simultaneously during peak operational periods
Staff Tax Accountant I
GGFL LLP
Ottawa, Ontario
01.2025 - 12.2025
- Prepared complex personal and trust tax returns (T1, T3, T4, T5) within a high-volume public practice environment
- Assigned to the firm’s High-Net-Worth Income Tax Pool, handling clients with significant investment income, multiple slips, and complex reporting requirements
- Coordinated with investment advisors and brokerage representatives to obtain supporting documentation and resolve reporting discrepancies
- Developed working knowledge of tax planning concepts including TOSI, attribution rules, LCGE considerations, and Capital Dividend Accounts (CDA)
- Began preparing reorganization files and supporting documentation for Section 85 rollover transactions under senior review
- Communicated with CRA and Revenu Québec regarding client notices, account issues, and tax filing follow-ups
- Built strong client relationships through direct communication and issue resolution during tax preparation cycles
Tax Technician
GGFL LLP
Ottawa, Ontario
08.2023 - 12.2024
- Prepared personal, trust, and information returns (T1, T3, T4, T5) in a high-volume public practice environment
- Supported specialized engagements including terminal returns, deceased taxpayer files, estate matters, Section 216 returns, NR4 and NR6 filings
- Prepared T1 adjustments, amendments, and post-assessment follow-ups, including coordination with CRA and Revenu Québec on notices and account matters
- Gained exposure to Capital Dividend Account (CDA) concepts and basic tracking methodologies
- Recognized for strong attention to detail and assigned to specialized file pools including terminal, deceased, and complex compliance cases
- Created internal reference documentation to support onboarding and improve team workflow understanding
Accounting Intern
KellyKinetix
Toronto, Ontario
08.2022 - 12.2022
- Managed bookkeeping, reconciliations, and financial record maintenance for startup business
- Supported tax preparation and accounting administration activities
- Facilitated client communication and financial reporting discussions under supervision
- Developed foundational experience in small business accounting and advisory work
Education
Bachelor of Science - Accounting
University of Ottawa
Ottawa06-2023
Skills
- Tax compliance
- Tax Planning: TOSI, Attribution Rules, LCGE, CDA, Section 85 Rollovers (T2057)
- Tax Authorities: CRA & Revenu Québec correspondence, notices, and compliance support
- Accounting: Bookkeeping, reconciliations, journal entries
- Microsoft Excel (intermediate/advanced usage in practice workflows)
- Software: CaseWare, QuickBooks, TaxPrep
- Document Management: iManage (DMS)
Certification
- CPA Candidate (Canada) — Tax Stream
Completed CPA Core 1
Timeline
Staff Tax Accountant II
GGFL LLP
01.2026 - 05.2026
Staff Tax Accountant I
GGFL LLP
01.2025 - 12.2025
Tax Technician
GGFL LLP
08.2023 - 12.2024
Accounting Intern
KellyKinetix
08.2022 - 12.2022
Bachelor of Science - Accounting
University of Ottawa