Experience

• 

  Acsenda School of Management - Vancouver

  • Vancouver, Canada

  • Sessional Faculty

    • Apr 2014 - Present
    • Vancouver, Canada

    • Instruct bachelor level students in accounting, auditing, taxation, and finance.• Counsel and guide students in career options that include the accounting profession.

• 

  Canada Revenue Agency

  • Government Administration
  • 700 & Above Employee

  • Aggressive Tax Planning, Audit Team Leader

    • 2003 - 2014

    • Managed a team of up to eight tax avoidance auditors • Planned, organized, and directed the audits of highly complex tax avoidance schemes• Provided technical guidance on tax law, tax research, tax analysis, and audit techniques• Resolved contentious tax issues with tax representatives

  • Communications Coordinator

    • 2001 - 2003

    • Prepared summaries, reports, and other communications to Regional Office and Headquarters on behalf of the Assistant Director, Audit• Prepared summaries, reports, and other communications on behalf of the Assistant Director• Drafted responses to Ministerial and taxpayer correspondence on behalf of the Assistant Director• Prepared presentations for the Audit Division Management Team • Enhanced interdepartmental communications through the development and implementation of an Audit Division website

  • Audit Coordinator

    • 1999 - 2001

    • Prepared budget projections and program progress reports for the Audit Division• Prepared summaries, reports, and other communications on behalf of the Assistant Director• Coordinated IT-related issues with Information Technology Division

  • Senior Tax Avoidance Auditor

    • 1996 - 1999

    • Investigated complex domestic and international tax avoidance schemes• Appeared as Crown witness in Examinations of Discovery and Tax Court of Canada to defend tax avoidance reassessments

  • Technical Advisor

    • 1994 - 1996

    • Provided technical advice and audit assistance to audit teams• Assisted in explaining the Department’s tax interpretations and policies to taxpayers and their representatives• Instructed 2 modules of the Tax Introduction course for new auditors

  • Litigation Officer

    • 1991 - 1994

    • Drafted Pleadings in reply to Notices of Appeal filed under the Informal Procedure with the Tax Court of Canada • Provided assistance and instructions to Department of Justice tax counsel on the litigation of tax appeals• Assisted Department of Justice tax counsel in negotiating settlements of tax cases

  • Appeals Officer

    • 1988 - 1991

    • Reviewed tax assessments on which taxpayers had filed an objection• Explained to taxpayers and their representatives the basis of the assessments• Negotiated settlements of the tax issues in dispute

  • Income Tax Auditor

    • 1984 - 1988

    • Conducted audits of various small and medium-sized enterprises to ensure compliance with the Income Tax Act

• 

  Dunwoody & Company

  • Vancouver, BC

  • Staff Accountant

    • 1981 - 1984
    • Vancouver, BC

    • Conducted reviews and audits of various businesses, governments, and charitable organizations• Prepared financial statements, personal and corporate income tax returns