Experience

Auvik Networks Inc.
• Canada
• Computer Networking Products
• 1 - 100 Employee
• Tax Director

  • Sep 2022 - Present


Echelon Insurance

• Canada
• Insurance
• 200 - 300 Employee

• Tax Manager

  • Aug 2020 - Sep 2022

  • In charge of all federal and provincial tax filings and audit defense for all legal entities, including income taxes, provincial retail sales taxes, provincial premium taxes, GST/HST/QST. • Responsible for accounting for all income taxes in Canada, prepare quarterly tax provision and note disclosure in financial statements. • In charge of all federal and provincial tax filings and audit defense for all legal entities, including income taxes, provincial retail sales taxes, provincial premium taxes, GST/HST/QST. • Responsible for accounting for all income taxes in Canada, prepare quarterly tax provision and note disclosure in financial statements.



Chartwell Retirement Residences

• Canada
• Hospitals and Health Care
• 700 & Above Employee

• Tax Manager

  • Sep 2019 - Aug 2020

  • Led a team of 3 responsible for corporate, partnership and trust tax compliance and consolidated quarterly provisions for a group of more than 200 entities. • Handled M&A transactions and tax related business registration etc. • Reviewed monthly corporate GST/HST and QST tax return, TAR analysis. Led the filing of self-assessment, ITC claim, and NRRP rebate claim for new development projects. • Liaised with tax authorities for audit defense. • Led a team of 3 responsible for corporate, partnership and trust tax compliance and consolidated quarterly provisions for a group of more than 200 entities. • Handled M&A transactions and tax related business registration etc. • Reviewed monthly corporate GST/HST and QST tax return, TAR analysis. Led the filing of self-assessment, ITC claim, and NRRP rebate claim for new development projects. • Liaised with tax authorities for audit defense.



Kinectrics Inc.

• United States

• Tax Manager

  • Sep 2018 - Sep 2019

  • Responsible for Canadian and US corporate tax compliance and provisions, Canadian foreign affiliate reporting and SR&ED claim. • In charge of monthly and annual HST filing, remittance, rebate claim and HST examination by CRA. • Take care of international corporate income tax, sales tax, financial statement audit and transfer pricing compliance in some foreign countries. • Responsible for Canadian and US corporate tax compliance and provisions, Canadian foreign affiliate reporting and SR&ED claim. • In charge of monthly and annual HST filing, remittance, rebate claim and HST examination by CRA. • Take care of international corporate income tax, sales tax, financial statement audit and transfer pricing compliance in some foreign countries.



PepsiCo Canada

• Performing Arts

• Tax Manager

  • Jun 2006 - Feb 2018

  • Had extensive tax compliance (including corporate and partnership tax return, foreign affiliate reporting and information returns on transactions with Related Non-Residents ), tax audit defense and tax accounting experience (including tax provision, FAS109 and FIN48 reporting) in a multinational company. • Had extensive tax compliance (including corporate and partnership tax return, foreign affiliate reporting and information returns on transactions with Related Non-Residents ), tax audit defense and tax accounting experience (including tax provision, FAS109 and FIN48 reporting) in a multinational company.



PricewaterhouseCoopers LLP

• United States
• Accounting
• 1 - 100 Employee

• Sr. Tax Specialist

  • Jul 2004 - Jun 2006

  • Prepared tax returns and tax provision for various clients, such as large corporation, CCPC, U.S. branch, small business, partnership, including foreign reporting, deemed year end returns on acquisition of control and amalgamation filing (i.e. final return, notification letters to various government authorities). In-depth knowledge and experience of SRED claim and M&P calculation. Prepared S.116 filing package for disposition of taxable Canadian property by Non-residents. • Prepared tax returns and tax provision for various clients, such as large corporation, CCPC, U.S. branch, small business, partnership, including foreign reporting, deemed year end returns on acquisition of control and amalgamation filing (i.e. final return, notification letters to various government authorities). In-depth knowledge and experience of SRED claim and M&P calculation. Prepared S.116 filing package for disposition of taxable Canadian property by Non-residents.

• Sr Tax Sepcialist

  • Jul 2001 - Jul 2004

  • Prepared U.S. federal and state tax returns for corporations and partnerships, ranging from Nil or treaty-based returns to big consolidated returns with more than twenty subsidiaries. • Prepared U.S. federal and state tax returns for corporations and partnerships, ranging from Nil or treaty-based returns to big consolidated returns with more than twenty subsidiaries.