Staff Accountant (Contract) - Stevenson Lehocki LLP - Burlington, ON
(2025-10)
- Prepared full year-end compilation files independently, including importing and mapping trial balances in CaseWare, reconciling key accounts, and drafting financial statements.
- Completed accurate T2 corporate and T1 personal tax returns, including CCA (S8), loss carrybacks, capital gains, carbon tax rebates, and investment income reporting.
- Filed HST/GST, payroll remittances, and prepared T4/T5 slips with reconciliation to CRA statements and client records.
- Performed detailed bank, credit card, shareholder loan, and payroll liability reconciliations, identifying and resolving discrepancies proactively.
- Posted adjusting journal entries for accruals, amortization, retained earnings corrections, dividends, prior-year adjustments, and tax payable adjustments.
- Assisted in CRA review files by preparing supporting documents, drafting responses, and communicating with CRA agents professionally.
- Worked directly with clients to obtain missing information, clarify issues, and ensure smooth completion of year-end and tax engagements.
- Utilized QuickBooks Desktop/Online, Sage, CaseWare/CaseView, Profile and Excel to support tax planning and year-end work.
Staff Accountant - Filing Taxes Mississauga - Mississauga, ON
(2024-08 - 2025-09)
- Prepared complex Personal Tax Returns (T1) including Self-employed (T2125), Employed (T4), Rental Properties (T776) completing Foreign Income Verification Schedule (T1135), Capital Gain and Loss Sch (3), Employment expenses (T777).
- Prepared corporate tax returns (T2) including various schedules such as Schedule 3 (dividends), Schedule 4 (losses), and Schedule 8 (CCA) on Tax Prep.
- Filing HST GST/ returns monthly with either traditional or quick method.
- Prepared financial statements for private enterprises with sales no more than $500,000 a year under supervision of manager.
- Brought trail balance from client, assigning account numbers, and manually inputting data to CaseWare.
- Imported trail balance with assigned account numbers from excel into CaseWare and mapping them to draft financial statements.
- Analyzed accounts receivables' aging summary, writing off bad debts, and recording amortization on assets.
- Processed year-end and recording adjusting entries such as tax payable and dividends payable entries.
- Imported client data from CSV file to QuickBooks and reclassifying accounts to prepare financial statements and do Bank reconciliations.
- Assisted manager to record and reconcile payroll to prepare year-end T4 summary.
Accountant - Chens Enterprise - Mississauga, ON
(2023-08 - 2024-05)
- Perform day-to-day financial tasks in QuickBooks, including invoice processing, account reconciliation, and management of accounts receivable.
- Prepared weekly report for internal review, contributing to informed decision making by senior management.
- Generated and issued client invoices, tracked outstanding balances, and conducted timely follow-ups- successfully reducing overdue receivables by 25%.
- Performed regular reconciliations of A/R accounts to ensure accurate reporting and smooth cash flow.
- Served as a point of contact for customers and vendors, addressing inquiries related to orders, payment, invoicing, and stock availability, helping built reliable relationships.
- Recorded all financial transactions, inventory adjustments, and receivable entries with a focus on accuracy, timeliness, and compliance.
- Collaborated with the warehouse team to monitor and update inventory levels, identify, and resolve discrepancies, and improve inventory accuracy by 15% through regular system updates.
- Supported general office operations by managing filing system, ordering office supplies, and maintaining and organized and efficient work environment.
Sales Representative - Glentel Inc - Mississauga, ON
(2023-01 - 2023-07)
- Consistently met or exceeded daily sales targets, contributing to 5-10% increase in monthly store revenue.
- Provided exceptional customer service while maintaining deep knowledge of products, pricing, and promotions.
- Maintained compliance with all loss prevention policies, reducing shrinkage through vigilance and proper handling.
- Completed daily inventory counts and spot checks with 98% accuracy.
- Upheld the store's professional image through regular maintenance and merchandising tasks.
Customer Service Representative (Part-time) - Hakka Legend - Mississauga, ON
(2022-05 - 2023-06)
- Increase average customer order size by 3.2% through upselling and cross-selling products and maximized sales by communicating accurate information about products and weekly specials to customers.
- Achieve 70-80% increase in customer satisfaction by delivering quality service to 500+ customers, resolving customer queries effectively and coordinating with departments to ensure satisfactory complaint management.
- Strengthen operational efficiency by 1.5% through operating risk assessment tools to escalate issues to the manager, and implementing measures to improve merchandise quality, delivery accuracy, customer wait time.
Accountant Assistant - Spark Group - Kathmandu, Nepal
(2018-04 - 2022-01)
- Managed customer invoicing and payment processing for vehicle rental, ensure accurate billing and timely collection.
- Reconciled daily transaction, monitor accounts receivable / payable and maintained up-to-date financial records for reporting.
- Collaborated with sales and operations teams to verify vehicle rental details, pricing, and expense tracking, improving billing accuracy and internal coordination.
Volunteer - Community Volunteer Income Tax Program - Mississauga, ON
(2024-03 - 2024-04)
- Prepared personal income tax returns (T1) for lower income individuals or families to report their social security income for the year with U-File
- Interviewed taxpayers to obtain sufficient information on taxable income, deductible expense, and allowances.
- Consulted Income Tax Handbooks to determine appropriate procedures for preparation of tax returns.
