Wendy Kilpatrick-Hopper
Summary
Detail-oriented Tax Preparer with 15 years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
18
18
years of professional experience
Work History
Tax Preparer
AscendLLP
02.2014 - Current
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Completed and filed returns with tax departments at local, provincial, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Offered clients recommendations to reduce tax liabilities.
- Liaised with accountants to confirm accuracy of client tax returns.
- Utilized tax software to prepare returns and meet deadlines.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Facilitated communication between clients and tax authorities.
- Researched tax implications for various deductions and credits.
- Prepared written responses or tax return amendments to resolve provincial and federal notices.
- Prepare and file HST Reports
- Prepare and file T-Slips
- Developed spreadsheet models to accurately track tax information.
Tax Preparer
Brentax
01.2012 - 06.2013
Tax Administration/Tax Preparer
Help4Taxes
01.2009 - 06.2011
ABA Behavior Therapist
DR. Mark Fleming
09.2005 - 06.2008
- Performed behavioral therapy assessments and treatments in patients' homes without direct supervision.
- Developed and implemented treatment plans to improve gross and fine motor coordination, movement, and functioning oral speech
- Monitored and documented client progress
- Implemented individualized treatment plans developed by clinical supervisors to serve patients with diverse needs.
- Maintained neutrality when supporting patients despite difficult behavior.
- Provided one-on-one Applied Behavior Analysis (ABA) therapy for neurodivergent clients
- Collaborated with other healthcare professionals to coordinate care plans and implement continuity of care.
Education
Accounting Clerk -
Modern Business College
Saint John, NB06.1989
Skills
- Tax-Related Research
- Document Preparation
- Tax Return Preparation
- Tax Audit Procedures
- Organization Skills
- Verbal/Written Communication
- Records Management
Accomplishments
- Exceeded quarterly productivity objectives yearly
- Achieved high customer satisfaction by obtaining positive results following individual income tax audits.
- Completed more than 1000 individual tax returns during 2022s tax season.
- Improved team efficiency by implementing key process adjustments.
- Achieved excellent results by completing tasks with accuracy and efficiency.
Languages
English
Professional Working
Additional Information
2015-present
Volunteering with Shining Horizons Therapeutic Riding Centre
Timeline
Tax Preparer
AscendLLP
02.2014 - Current
Tax Preparer
Brentax
01.2012 - 06.2013
Tax Administration/Tax Preparer
Help4Taxes
01.2009 - 06.2011
ABA Behavior Therapist
DR. Mark Fleming
09.2005 - 06.2008
Accounting Clerk -
Modern Business College
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