Summary
Overview
Work History
Education
Skills
Certification
Timeline
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XINXUAN ZHANG

Markham,ON

Summary

Hardworking professional demonstrating exceptional learning capacity, proficient time management, and outstanding multitasking skills, characterized by an organized and detail-oriented approach.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Accountant

Welliving Financial Services Inc.
North York, ON
01.2025 - Current
  • Prepared individual tax returns using tax software. Reviewed client documents for accuracy and completeness before filing.
  • Assisted clients in understanding tax regulations, and available federal and provincial benefits.
  • Supported clients with their business number and HST registration.
  • Prepared monthly payroll and T4 slips for clients' employees.

Immigration and Education Advisor

Wellanding Immigration Inc.
North York, ON
07.2023 - Current
  • Assessed client eligibility for various immigration programs and services.
  • Advised clients on immigration processes and documentation requirements.
  • Monitored changes in immigration laws and policies for updates.
  • Advised students and parents on post-secondary education, including college, university, or master's programs, in conjunction with students' career paths, and future job opportunities.

Elementary School Math Teacher

Jiangyin Experimental Primary School
Wuxi, Jiangsu, China
09.2021 - 06.2023
  • Conducted assessments to evaluate student understanding and progress.
  • Utilized educational technology to support interactive learning experiences.
  • Educated students on core principles and advanced concepts of mathematics.

Insurance Advisor Assistant

Diaplans Financial Services Inc.
Markham, ON
09.2018 - 05.2021
  • Advised clients on life insurance products and coverage options.
  • Conducted needs analysis to determine suitable insurance solutions for clients.
  • Assisted clients with tax preparation and documentation processes.
  • Communicated with clients to gather necessary tax information and clarify questions.

Education

Bachelor of Science - Statistics And Economics

University of Toronto
Toronto
06-2018

Skills

  • Personal tax preparation (T1)
  • Payroll and T4 calculation
  • Multi-Tasking
  • Team collaboration
  • Effective communication
  • Time management

Certification

  • SAS Base and Advance Certificate
  • LLQP and RIBO Licensed
  • Chinese Primary School Teacher Qualification Certificate
  • Basic Psychological Counseling Training Certificate

Timeline

Accountant

Welliving Financial Services Inc.
01.2025 - Current

Immigration and Education Advisor

Wellanding Immigration Inc.
07.2023 - Current

Elementary School Math Teacher

Jiangyin Experimental Primary School
09.2021 - 06.2023

Insurance Advisor Assistant

Diaplans Financial Services Inc.
09.2018 - 05.2021

Bachelor of Science - Statistics And Economics

University of Toronto
XINXUAN ZHANG