Experience

SBLR LLP | Chartered Professional Accountants

• Canada
• Accounting
• 1 - 100 Employee

• Accounting Analyst

  • Jan 2023 - Present

  • Used Caseware to prepare corporate year-ends (compilation and white paper), including preparing working papers and schedules, identifying reasons for discrepancies, posting adjusting journal entries, drafting financial statements and emails to clients, preparing corporate tax returns • Used Caseware, Quickbooks to perform bookkeeping for clients in a wide range of industries • Accurately prepared T1/T2/T3/T4/T5/NR4 returns for individuals, trusts and corporations by using Taxprep; filed GST/HST returns to CRA; calculated instalments • Prepared payroll schedules for clients using Excel • Assisted senior staff with review engagements, helped admin team with checklists and admin files preparation Show less



MBSplus

• Germany
• Education Management

• Tax Assistant

  • Feb 2022 - Apr 2022

  • Used Taxprep to assist in preparing T1 tax returns based on Ontario tax laws; used appropriate adjustments and credits to keep clients’ taxes to a minimum • Used CaseWare, QuickBooks and Sage to prepare notice to reader, compilation engagement report, adjusted trial balance, reconcile journal entries and prepare financial statements for corporations • Examined and summarized information used in tax returns and financial reports • Communicated with admin team and clients to obtain sufficient information on taxable income and deductible expenses • Collaborated with admin team to scan, sort, analyze and upload tax files; helped the front desk to mail and email tax returns to clients Show less



Anhui Zhongxinghe Certified Public Accountants

• Audit Assistant

  • Jan 2021 - Apr 2021

  • Communicated with clients' financial departments; obtained and reviewed documents from third party sources for audit process; assessed appropriateness of audit evidence • Assisted in auditing 10+ Courts and Industrial Enterprises; used Excel and Audit Software to perform work in vouching and reconciling journal entries; provided professional suggestions for clients • Responsible for assisting in auditing three Government-funded projects; used communication skills to perform external investigation Show less



Guoyuan Securities Company Limited

• China
• Financial Services
• 1 - 100 Employee

• Project Assistant & Investment Consulting Assistant

  • Jun 2020 - Jul 2020

  • Assisted in the working process of SME listing and financing projects. • Made listing materials, calculated and analyzed the financial statements. • Undertook auxiliary work when receiving clients. • Helped analyze the financial investment market and customers’ demands. • Assisted in the working process of SME listing and financing projects. • Made listing materials, calculated and analyzed the financial statements. • Undertook auxiliary work when receiving clients. • Helped analyze the financial investment market and customers’ demands.