Tax Manager - Trowbridge Professional Corporation - Toronto, ON
(2024-02)
- Reviewed a wide range of tax filings, including personal (T1), corporate (T2), and trust returns (T3), as well as T4, T5, and HST filings to ensure accuracy and compliance.
- Conducted detailed reviews of compilation engagements in accordance with applicable standards.
- Researched complex tax issues and provided clients with clear guidance on the tax implications of various transactions.
- Maintained and organized client files to support the accurate and timely completion of tax returns, schedules, and supporting documentation.
- Evaluated engagement profitability and recommended process improvements to enhance efficiency and value.
- Provided clients with support and guidance on general year-end accounting and tax-related inquiries.
- Prepared and compiled financial statements in support of corporate tax filings and year-end reporting requirements.
- Built strong client relationships by delivering responsive, high-quality professional service.
- Corresponded with the Canada Revenue Agency, including reviewing notices of assessment and addressing client matters.
- Identified and implemented opportunities to improve workflow efficiency within the corporate accounting team.
- Drafted tax and corporate restructuring memos outlining key considerations and recommendations.
- Performed additional duties as required to support team objectives and client deliverables.
Tax Senior - Cadesky Tax - Toronto, ON
(2023-02 - 2023-11)
- Received a client list ranging from personal US and Canadian returns and Corporate US returns; ensuring that compliance was met.
- Prepared complex returns which included 5471s with GILTI calculations.
- Communicated with senior tax managers and partners with plan of action regarding tax positions.
- Interacted with clients, financial advisors, government authorities as needed. Developed and maintained relationships with clients and responded to client inquiries on a timely basis.
Tax Manager - Feigenbaum Consulting - Vaughan, ON
(2021-04 - 2023-02)
- Ensured compliance with all applicable US and Canadian tax laws and regulations. This involved preparing and reviewing tax returns, ensuring accurate and timely filing, and staying updated on changes in tax laws.
- Developed and implemented tax strategies to optimize the client's tax position. This included identifying opportunities for tax savings, managing tax risks, and providing guidance on tax implications of business decisions.
- Supervised and led a team of tax professionals, including tax accountants and analysts. Provided guidance, training, and support to ensure efficient and accurate tax operations.
- Stay updated on changes in tax laws, regulations, and rulings. Conduct research and analysis to interpret complex tax issues and provide guidance to the organization.
- Interacted with clients, financial advisors, and government authorities as needed. Built and maintained relationships with clients, providing tax advice and addressing any tax-related concerns.
Tax Consultant - Feigenbaum Consulting - Vaughan, ON
(2019-06 - 2021-03)
- Utilized tax software or other tools to prepare accurate and complete tax returns based on the information provided by clients. This included calculating taxable income, applying appropriate deductions and credits, and ensuring compliance with tax laws and regulations.
- Maintained organized and detailed records of client information, tax forms, and supporting documents. Ensured all necessary documentation is properly completed and retained for future reference or potential audits.
- Reviewed tax returns for accuracy, completeness, and compliance with tax laws. Double-checked calculations, verified data, and ensured all required forms and schedules are included.
- Adhered to tax filing deadlines and ensured timely submission of tax returns. Stayed organized and managed workload effectively to meet client expectations and regulatory requirements.
Tax Analyst - National Benefit Authority - North York, ON
(2017-10 - 2019-05)
- Planned and prepared tax strategies, including drafting reassessments of client returns.
- Analyzed individual tax returns to ensure accuracy, completeness, and compliance with applicable regulations.
- Generated and processed client invoices for services rendered in a timely manner.
- Researched and followed up on overdue submissions to ensure compliance with filing requirements.
- Liaised with the Canada Revenue Agency, escalating matters as necessary to advance client cases.
- Processed work assignments using proprietary software systems in accordance with internal standards.
- Adhered to established procedures and detailed instructions to ensure consistency and quality of work.
- Reviewed, updated, and maintained client files to ensure accurate and up-to-date records.
- Performed quality control reviews on client submissions to ensure accuracy and compliance.
Tax Administrator - Scotia Wealth Management - Toronto, ON
(2015-01 - 2017-05)
- Gathered relevant documentation and prepared tax T1 and TP1 individual Income Tax returns for high-net-worth clients. Ensured that the returns are prepared correctly and within defined standards of service and prescribed deadlines.
- Reconciled tax /invoice reports using Excel
- Reviewed and edited Capital Gain and Loss Reports.
- Prepared T5 Statement of Investment Income and T3 Estate and Trust Income Tax returns for high-net-worth clients.
- Reviewed returns and followed control processes - Reviewed all types of tax returns, as requested, during peak work-flow periods. Ensured that required control processes are being followed and maintained.
- Researched, analyzed and discussed specific tax issues, as directed by Tax Manager.
- Ensured that all tax preparation fees are invoiced on an ongoing basis.
- Communicated with Lead Relation Managers, Trust Officers, and financial advisors to acquire information needed to complete the client's returns
- Assisted with the preparation of terminal T1's
Lab Facilitator - George Brown College - Toronto, ON
(2015-09 - 2015-12)
- Monitored computer labs during scheduled hours to ensure a secure and controlled testing environment.
- Identified, tracked, and reported hardware and software issues to maintain optimal lab functionality.
- Proctored in-person and online examinations in accordance with established procedures.
- Coordinated with professors and faculty regarding online testing requirements and student accommodations.
- Conducted and reconciled inventory counts of computers and equipment within testing labs.
Product Process Specialist - Best Buy - Scarborough, ON
(2011-08 - 2014-01)
- Supervised the department's completion of merchandising, pricing and signing duties to meet company standards.
- Sold products and service plans with company structure of selling.
- Provided direct supervision to 5 to 10 employees which included ongoing training, work direction, development, and initiating company programs.
- Worked with lead and upper management on store merchandising, pricing, inventory, and signing issues.
- Assisted cashiers if lineups became too busy.
- Reconciled incoming products with Best Buy's inventory system.
