Summary
Work History
Education
Skills
Accomplishments
Certification
Volunteering
Timeline
SeniorSoftwareEngineer
Wanda McGuire

Wanda McGuire

Intermediate Accountant & Income Tax Specialist
Kamloops,BC

Summary

Well-rounded Accounting Technician / Bookkeeper and Income Tax Specialist offering Full-Charge experience with the ability to take a business from start-up to year-end, to tax submission. Assists clients in understanding and preparing their Income Taxes and submitting their returns to Revenue Canada.

Work History

Accounts Receivable Clerk

Interior Health Authority
Kamloops, BC
02.2004 - 04.2022
  • Preparing and mailing invoices and statements to Out-of-Country patients who attended our hospital emergency rooms and processed payments and adjustments to accounts.
  • Preparing packages for patients carrying Medical Travel Insurance.
  • Ensuring the accuracy of billing codes and that they meet provincial regulations.
  • Reviewing past due accounts and submitting account to a collection agency.
  • Maintaining a "How-To" file to provide information on how to do tasks pertaining to my desk.
  • Contacting Health Records to obtain medical records to support insurance claims.
  • Processing parking payments using the counting and rolling machine in our department.
  • Preparing bank statements for incoming accounts payments and parking meter payments.
  • Corresponding by mail, email, and telephone with patients regarding the charges on their accounts, and processing credit card payments as required.
  • Working as reception relief, answering patient inquiries at reception desk and on telephone, processing cash and credit card payments, and maintaining and balancing the petty cash box.
  • Preparing outgoing mail for pickup.
  • Sorting and distributing incoming mail.


On-Site Night Manager

Superview Motel
Kamloops, BC
05.2003 - 06.2005
  • Performing all check-in and check-out tasks.
  • Manually processing in-person, online, and telephone reservations.
  • Processing both cash and credit card payments.
  • Welcoming guests upon their arrival and assign rooms.
  • Assisting incoming and current guests with services or questions.
  • Maintaining updated records of bookings and payments
  • Liaising with and directing housekeeping staff to ensure all rooms are clean, tidy, and fully-furnished to accommodate guests' needs.
  • Performing laundry duties; including washing, trying, and folding towels, sheets, and blankets.


Office Manager & Bookkeeper

A-Tech Security
Kamloops, BC
01.2000 - 08.2001
  • Maintaining the overall performance of the front office and financial records.
  • Responsible for all Bookkeeping functions including Accounts Receivable, Accounts Payable, Payroll, GST, PST, WCB, Government submissions/payments, and Year-End Financials.
  • Front Desk Reception.
  • Reviewing ADT Security Installation contracts for accuracy.
  • Scheduling technicians for installing security systems at businesses and private homes.
  • Providing prospecting telephone and e-mail clients with information regarding the security systems, how they work, their costs, how they are installed, and how the contract works.
  • Processing payments usually via credit card.
  • Second in command for directing office, sales, and installation technician staff.
  • Over-seeing the tasks of the office assistant.


Accident & Sickness Insurance Agent

Combined Insurance
Kamloops, BC
10.1999 - 01.2000

Office Manager / Bookkeeper / Dispatcher

Tyler's Towing
Smithers, BC
05.1994 - 08.1999
  • Managing the day to day activities of the office.
  • Frontline reception, answering incoming calls, and dispatching tow-truck drivers.
  • Accepting cash and credit card payments and preparing bank deposits.
  • Calculating the daily balance owing for vehicles in our storage compound using a specially designed excel spreadsheet I developed.
  • Performing all bookkeeping functions including A/R, A/P, Payroll; WCB, PST, and GST submissions; month-end and year-end reconciliations; and reviewing company taxes prepared by an outside source.
  • Attending meetings with the Owner, RCMP, and ICBC; and writing, transcribing, and distributing the minutes from those meetings.

Bookkeeper/Office Assistant/Promotional Products

Owner/Operator
Smithers, BC
11.1993 - 07.1994
  • Contract bookkeeping assistance for small businesses
  • Producing and reproducing logos for promotional products.
  • Selling promotional products with business logos printed on them.
  • Performed all functions of a one person business.
  • Performed cold calling for selling of promotional products.


Income Tax Specialist/Manager

H & R Block Franchise - Owner/Operator
Smithers, BC
05.1992 - 07.1993
  • Managed a staff of seven
  • Preparing and reviewing business and personal tax returns for our clients.
  • Entering tax returns into the e-filing system for submission to Revenue Canada.
  • Assisting clients with tax questions and dealing with Revenue Canada.
  • Hiring and training seasonal staff.
  • Updating staff to current tax changes.
  • Running an income tax course over a three month period training those interested in seasonal work and staff from other accounting firms on personal tax preparation.
  • Contacting Revenue Canada for clarifications of tax laws and client issues.
  • Calculating Franchise Fees and submitting monthly records and payments to H & R Block Head Office.
  • Processing Payroll.
  • Performing all bookkeeping functions for my franchise.
  • Had a client base of just over 100,000 clients in one season.

Marketing Coordinator

RSF Energy Ltd
Smithers, BC
03.1990 - 09.1992
  • Creating press releases and announcements, and magazine copy.
  • Planning and executing internal and external marketing events.
  • Proofreading marketing materials to check for spelling, grammar and syntax errors.
  • Working with design companies in producing quality promotional and marketing materials.
  • Creating professional business correspondence, spreadsheets and presentations.
  • Maintaining efficient customer and dealer databases to ensure accuracy of information.
  • Maintaining and ordering promotional materials stock.
  • Printing and compiling operation manuals.
  • Designing flyers, brochures, and business cards before being sent to outside printers.
  • Maintaining dealer supplies of marketing materials.
  • Planning, executing, and attending Trade Shows in such places as Arizona, Utah, Florida, and Georgia.
  • Answering product, installation, and technical inquiries from prospecting customers, current customers, and dealers.
  • Backup to Reception.

Bookkeeper

Apollo Automotive Parts
Smithers, BC
08.1988 - 03.1990
  • Posted daily receipts and payments.
  • Prepared invoices for payment.
  • Prepared checks for Payroll and Accounts Payable invoices to be signed by owner.
  • Prepared bank deposits.
  • Identified computer errors when reconciling daily and monthly reports. (The computer wasn't functioning properly and the owner didn't change it out until my replacement refused to put in hours of extra work without pay.)
  • Reported financial data and updated financial records in ledgers and journals.
  • Completed payroll for employees and maintained detailed records of procedures.
  • Prepared and submitted forms and payments such as WCB, GST, PST, and Payroll Deductions to Revenue Canada.


News Announcer & Reporter

BVLD Radio
Smithers, BC
05.1986 - 06.1987
  • Delivering live on-air local news, sports, and feature reports.
  • Conducting extensive research and producing News copy for airing.
  • Confirming the accuracy of all News articles.
  • Attending monthly City Council and School Board meetings and reporting on the current affairs.
  • Conducting interviews with City Officials, Politicians, and local businesses.
  • Announcing on-air ads.


Accounts Payable Intermediate Clerk

Petro Canada Head Office
Toronto, ON
12.1979 - 08.1986
  • Reviewing invoices for accuracy.
  • Preparing invoices for payment.
  • Managing and preparing payments for 450 Bell Canada accounts
  • Opening, sorting, and distributing incoming mail.
  • Sorting and distributing outgoing mail.
  • Moved from an entry level to an intermediate accounting clerk position within two years.

Incoming Mail Clerk/Receptionist

Pat King Real Estate & Insurance
Dartmouth, NS
05.1979 - 11.1979
  • Opening, sorting, and distributing incoming mail.
  • Assisting bookkeeper with tasks.
  • Filling in for receptionist answering and redirecting incoming calls, and greeting incoming clients.
  • Assisting with a small number of apartment insurance policies.

Customer Service Clerk

K-Mart
Dartmouth, NS
07.1978 - 05.1979
  • Processing returns and exchanges for customers.
  • Announcing sales specials and opening and closing times over the PA system.
  • Answering incoming calls and redirecting those calls to the requested departments or personnel.


Assistant Manager & Cashier

Green Gables Food Stores
Dartmough, NS
07.1977 - 05.1978
  • Ordering and maintaining stock.
  • Hiring and scheduling employees.
  • Performing Cashier duties.
  • Preparing bank deposits.
  • Submitting payroll hours to head office.


Cashier

Metropolitian Stores
Greenwood, NS
03.1977 - 04.1977
  • Front Cashier duties only for new store opening.
  • Greeting customers at the counter.
  • Processing orders and accepting payments in cash or by credit card.

Hardware & Promotional Display Clerk

Canadian Tire Stores
Greenwood, NS
03.1976 - 03.1977
  • Maintaining stock on shelves.
  • Pricing product for sale.
  • Assisting customers on the floor.
  • Helping Display Clerk with setting up promotional displays.

Produce Operator & Cashier

Middleton Food Stores
Middleton, NS
07.1974 - 08.1975
  • Preparing and stocking produce for display.
  • Order produce supplies.
  • Filled in as Produce Manager until position was filled.
  • Front-end Cashiering.
  • Assisting customers with their purchases.
  • Entering and packing orders.

Cashier

K-Mart
Dartmouth, NS
09.1973 - 06.1974
  • Front-end Cashier
  • Stocking shelves when assisting other departments.
  • Assisting and answering sales questions from customers.

Education

BBA - Accounting - 3rd Year Completed

Thompson Rivers University
Kamloops, BC

Accounting Technician Diploma - Accounting - 3rd Level Accounting Designation

Thompson River University
Kamloops, BC

Broadcast Journalism Diploma - Multi-Faceted Journalism

Centennial College
Toronto

Police Sciences Diploma With Honors - Policing Procedures

International Correspondence Schools
Correspondence

GED -

Manpower Upgrading
Berwick, NS

Skills

  • Extensive Customer Service background
  • Friendly, helpful, patient, and empathetic
  • Experienced Income Tax Specialist operating an H & R Block Franchise and preparing small business and personal taxes over the years
  • Proven knowledge of tax laws and regulations
  • Full-charge bookkeeping experience from setup to tax preparation and everything in between
  • Proven knowledge of accounting principles, practices, reporting, and standards
  • Strong computer skills with a willingness to learn
  • Experience using MS Word and Excel, Simply Accounting, Studio Tax, Corel Draw, PageMaker, Meditech, and many other in-house programs
  • Superior telephone skills
  • Strong Communication skills - both verbal and written
  • Team player but able to work independently
  • Proactive and self-motivated
  • Data Entry and 10-key
  • Efficient problem solving skills
  • Superior incoming and outgoing telephone skills
  • Able to prioritize and work to project completion

Accomplishments

  • Designed a process for the payment of 450 Bell Canada accounts which allowed our company to keep funds in our bank account longer, and reducing the quantity and frequency of checks being printed.
  • Designed an Excel spreadsheet that easily showed the mileage and total cost of towing charges for vehicles within 400 kms of Smithers.
  • Designed an Excel spreadsheet that kept the cost of impounded vehicles up to date on a daily basis. I was able to provide up to date costs with interest without having to do the calculations manually.
  • Setup a towing log system that kept a written record of all vehicles towed by our company with details. This proved to be valuable for ICBC and the RCMP. The RCMP wanted to know if we towed a certain vehicle on a certain day. I was able to go to my file and let him know immediately. He was very impressed as he thought I wouldn't have the answer for him for at least two weeks.
  • Produced a working file of the tasks required for my job. It detailed in a step-by-step process on how to perform each task so anyone moving into my position, would have instant access on how to do the job.
  • Took the initiative to produce a low-budget magazine for the CNRA (Canadian National Railway Association) for employees. I photographed, posted pictures, and wrote articles pertaining to events held by the CNRA.
  • Non-work related - Just completed a guinea pig cage using a baby's change table and items from dollar store. Now working on a different design.

Certification

Accident and Sickness Insurance Certification

Volunteering

  • Student Council for three years in Junior High School. Dartmouth, NS
  • Church Primary Teacher. Smithers, BC
  • Church Public Relations Specialist. Smithers, BC
  • CNRA (Canadian National Railway Association) Operated by employees for employees - as an Events Coordinator, Treasurer, and Magazine Editor. Smithers, BC
  • Citizens' On Patrol, Smithers, BC
  • Speedwatch Coordinator, Smithers, BC
  • People in Motion, Kamloops, BC

Timeline

Accounts Receivable Clerk

Interior Health Authority
02.2004 - 04.2022

On-Site Night Manager

Superview Motel
05.2003 - 06.2005

Office Manager & Bookkeeper

A-Tech Security
01.2000 - 08.2001

Accident & Sickness Insurance Agent

Combined Insurance
10.1999 - 01.2000

Office Manager / Bookkeeper / Dispatcher

Tyler's Towing
05.1994 - 08.1999

Bookkeeper/Office Assistant/Promotional Products

Owner/Operator
11.1993 - 07.1994

Income Tax Specialist/Manager

H & R Block Franchise - Owner/Operator
05.1992 - 07.1993

Marketing Coordinator

RSF Energy Ltd
03.1990 - 09.1992

Bookkeeper

Apollo Automotive Parts
08.1988 - 03.1990

News Announcer & Reporter

BVLD Radio
05.1986 - 06.1987

Accounts Payable Intermediate Clerk

Petro Canada Head Office
12.1979 - 08.1986

Incoming Mail Clerk/Receptionist

Pat King Real Estate & Insurance
05.1979 - 11.1979

Customer Service Clerk

K-Mart
07.1978 - 05.1979

Assistant Manager & Cashier

Green Gables Food Stores
07.1977 - 05.1978

Cashier

Metropolitian Stores
03.1977 - 04.1977

Hardware & Promotional Display Clerk

Canadian Tire Stores
03.1976 - 03.1977

Produce Operator & Cashier

Middleton Food Stores
07.1974 - 08.1975

Cashier

K-Mart
09.1973 - 06.1974

BBA - Accounting - 3rd Year Completed

Thompson Rivers University

Accounting Technician Diploma - Accounting - 3rd Level Accounting Designation

Thompson River University

Broadcast Journalism Diploma - Multi-Faceted Journalism

Centennial College

Police Sciences Diploma With Honors - Policing Procedures

International Correspondence Schools

GED -

Manpower Upgrading

Accident and Sickness Insurance Certification

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Wanda McGuireIntermediate Accountant & Income Tax Specialist