Overview
Work History
Education
Skills
Timeline
Generic

Yufei Wang

Waterloo,Canada

Overview

1
1
year of professional experience

Work History

Tax Analyst

CA Support Services Inc.
Markham, Canada
01.2025 - 04.2025
  • Conducted bookkeeping and financial statement preparation for business clients.
  • Reviewed client financial to prepare year-end adjusting entries and draft working papers.
  • Collaborated with senior accountants on corporate tax minimization strategies and quarterly installment projections.
  • Assisted in the preparation of T3 Trust Income Tax and Information Returns, including allocation of income to beneficiaries, completion of schedules (e.g., Schedule 8, 9), and reconciliation of trust financial with tax filings.
  • Assisted in performing audit procedures on client accounts, including reviewing general ledgers, bank reconciliations, and supporting documentation to ensure accuracy and completeness.
  • Identified discrepancies in account balances, investigated causes through source document analysis and collaborated with clients to resolve outstanding issues.
  • Helped prepare audit working papers and summaries for review by senior staff to ensure timely completion of assurance engagements.

Junior Accountant

Softron Tax
Mississauga, Canada
01.2024 - 04.2024
  • Prepared and filed over 300+ personal income tax returns.
  • Advised individual clients on tax planning strategies to maximize credits and deductions, such as RRSP contributions, moving expenses, and tuition transfers.
  • Supported team members by responding to client inquiries, reviewing notices of assessment, and following up on outstanding tax documentation.

Education

Bachelor of Mathematics - Honours Mathematics Chartered Professional Accountancy

University of Waterloo
Waterloo, ON
08.2025

Skills

  • QuickBooks
  • Sage 50
  • TaxPrep
  • Caseware
  • Financial Statements
  • Tax Filings
  • Bookkeeping
  • Python
  • SQL

Timeline

Tax Analyst

CA Support Services Inc.
01.2025 - 04.2025

Junior Accountant

Softron Tax
01.2024 - 04.2024

Bachelor of Mathematics - Honours Mathematics Chartered Professional Accountancy

University of Waterloo
Yufei Wang