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