Senior Accountant - MBH Accounting & Tax Services Inc. - Calgary, AB
(2024-03 - 2024-07)
- Prepared and filed personal (T1) and corporate (T2) tax returns for a diverse client portfolio.
- Reviewed returns prepared by staff, identifying accuracy issues and tax-saving opportunities for clients.
- Prepared financial statements for corporate engagements to support tax filings and informed decision-making.
- Built working knowledge of client operations and objectives to inform tax preparation and provide relevant advisory support.
Tax Practitioner - Self-Employed (Independent Tax Practice) - Calgary, AB
(2023-05 - 2024-02)
- Managed full-cycle tax engagements, including timely filing and payment of T1 (personal) and T2 (corporate) returns.
- Maintained accurate accounting records and reporting systems for the client portfolio.
- Monitored federal and provincial tax legislation and advised clients on compliance obligations and new requirements.
Senior Accountant - Satus Contracting Inc. - Calgary, AB
(2022-10 - 2023-04)
- Implemented Sage 50 as the primary accounting system to streamline recordkeeping and financial data management.
- Owned general ledger integrity and delivered monthly management reports.
- Managed full‑cycle accounts payable and receivable in Sage 50, prioritizing supplier invoice payments per contract terms.
- Performed monthly bank reconciliations and audited check logs for cash disbursement accuracy.
- Maintained equipment lease schedules across the company's truck and trailer fleet, tracking obligations and renewal dates.
- Prepared and submitted statutory regulatory filings to the Canada Revenue Agency and Statistics Canada, ensuring full compliance.
Assessment Processing Officer - Canada Revenue Agency (Federal Tax Authority of Canada) - Surrey, BC
(2021-10 - 2022-09)
- Reviewed, verified, and processed amended personal returns for Canada's federal tax authority, the equivalent of the U.S. Internal Revenue Service (IRS).
- Resolved complex and specialized tax inquiries by working directly with taxpayers and authorized representatives.
- Utilized CRA case management systems and analytical tools to research and resolve assessment issues.
Senior Accountant - Saneal Camera Supplies Ltd. - Calgary, AB
(2013-08 - 2021-09)
- Led the accounting function for an established retail company, supervising a team of two staff accountants.
- Delivered monthly, quarterly, and year-end financial reporting packages to ownership.
- Examined accounting records and financial statements for accuracy and compliance with applicable standards.
- Managed end-to-end GST/HST (Canadian federal sales tax) filings, including input tax credit reconciliation and net tax calculations.
- Liaised with vendors and customers on terms, chargebacks, and reconciliation of discrepancies.
- Partnered with external auditors on year-end engagements, delivering completed working papers and supporting schedules.
Accountant - WorleyParsons Ltd. - Calgary, AB
(2011-06 - 2013-04)
- Investigated discrepancies between contractor invoices and actual payments at a major engineering services firm.
- Recommended corrective actions, including overpayment recoveries, write-offs, and balance sheet reclassifications.
- Coordinated with human resources and project accountants across locations to correct rate anomalies.
Staff Accountant - Akram & Grey LLP, Chartered Professional Accountants - Montreal, QC
(2007-11 - 2011-04)
- Conducted audit, review, and compilation engagements for a diverse client portfolio.
- Coordinated external audit assignments end-to-end, from planning through final report.
- Prepared financial statements in compliance with applicable accounting standards.
- Prepared federal and provincial tax returns (T1 personal, T2 corporate) for individuals and corporations.
