Senior Tax Manager

• Oct 2022 - Present

Tax Manager

• Oct 2020 - Sep 2022

Tax Specialist

• Jan 2018 - Sep 2020

• Prepare compliance related filings, including income tax returns for individuals, corporations, trusts and partnerships, election forms, information returns and etc.• Maintain a current and high level of familiarity and understanding of tax codes, regulations and other technical information• Assist in the development and implementation of tax planning strategies for various clients• Engage in discussions and correspondence with various tax authorities to explain positions taken by clients and to determine reasons for assessed amounts• Solve complex “puzzles” for clients whom are experiencing difficulties with tax authorities• Develop and deliver training for junior staff for preparation of personal income tax returns• Maintain high level of accountability by keeping managers and Partners apprised of the progress of assigned tasks and focusing on moving files/engagements forward and managing within time budgets

Senior Internal Auditor

• May 2016 - Jan 2018

• Collaborate with the audit team prior to commencement of fieldwork to set roles and responsibilities, discuss risk areas and determine deadlines • Perform cash disbursement and payroll cycle walk-throughs to analyze the client’s internal controls and identify control weaknesses • Conduct board interviews to gain an understanding of their governance role in the organization, its procedures to ensure proper oversight to the organization and the board members’ views of the organization • Perform expense and payroll sample testing to assess the design and effectiveness of key internal controls and to determine the validity, classification and accuracy of the transactions recorded • Assess the adequacy of the client’s procurement policies and procedures against the Broader Public Sector Procurement Directive and procurement best practices

Volunteer Recruiting Officer & Office Assistant

• Sep 2008 - Dec 2017

• Interview, hire and train 45 high-school volunteers for the program on an annual basis • Plan the annual Chinese New Year Carnival by designing 16 educational/cultural game booths for 900 students • Budget funds for events to ensure sufficient allocation to all expense line items and no cost overruns • Design organizational and sign-out systems for electronic equipment and school supplies to ensure accountability and accurate inventory of equipment and supplies • Determine the need for electronic equipment, school supplies and prizes for program events and procure the items accordingly • Provide ad-hoc technological support to all teachers and office staff • Earned letter of recommendation from Site Administrator due to outstanding overall performance

Auditor

• Sep 2012 - Aug 2014

• Reviewed board and board committee minutes to assess whether adequate information was received by the board, conflicts of interests were declared, proper procedures were followed to go into in-camera sessions and key decisions were documented • Examined the clients’ expense claims and petty cash forms to assess compliance with its purchasing and procurement policies and best practice standards • Reviewed employee personnel files to determine if adequate and proper documentation were maintained • Prepared, completed and referenced working papers for the audit files

Recruiting Coordinator

• Jan 2012 - Dec 2012

• Supported the recruiting process by scheduling interviews, organizing travel arrangements for candidates, reserving conference rooms and handling scheduling conflicts • Drafted and distributed employment-related correspondences including offer packages and orientation materials • Conducted reference checks and initiated criminal background checks of potential candidates • Curated employee personnel files to ensure that all necessary legal documentation are maintained on file • Designed email and meeting scheduling templates and a candidate recruitment tracking system to improve the efficiency of the existing work process • Maintained responsibility for the entry and integrity of data in Njoyn and produced ad-hoc recruiting reports

Contract Manager

• Apr 2011 - Jun 2011

• Achieved approximately $33,000 of sales in two months • Expanded the existing client list for the assigned geographical region by persistently cold calling clients, performing door-to-door sales pitches to offer window cleaning services and gaining referrals from satisfied clients • Achieved 100% of the predetermined daily and monthly sales targets • Provided outstanding customer service by building strong interpersonal relationships with clients and providing money-back customer satisfaction guarantee • Maximized work efficiency by scheduling clients based on job location and time required per job • Budgeted expenses and accurately performed bookkeeping to ensure no cost overruns • Performed window cleaning services personally to save additional labour costs • Completed payroll and tax deduction papers for the employee

Sales Office Assistant

• Jan 2010 - Jun 2010

• Proven organizational skills through creating sales kits, filing and organizing storage space • Enhanced ability to use Internet and Microsoft Excel when conducting online research for projects • Earned letters of recommendation from supervisor and Sales Manager for outstanding work ethics • Proven organizational skills through creating sales kits, filing and organizing storage space • Enhanced ability to use Internet and Microsoft Excel when conducting online research for projects • Earned letters of recommendation from supervisor and Sales Manager for outstanding work ethics

Head Cashier

• Sep 2007 - Jun 2009

• Shown persistence and time management skills as assisting in opening, setup and closing of store • Executed excellent customer service skills by answering phones and directing customer inquiries • Implemented finance knowledge when receiving and processing payments with standard procedures • Shown persistence and time management skills as assisting in opening, setup and closing of store • Executed excellent customer service skills by answering phones and directing customer inquiries • Implemented finance knowledge when receiving and processing payments with standard procedures