Experience

Yale PGC LLP

• Canada
• Accounting
• 1 - 100 Employee

• Senior Accountant

  • Oct 2022 - Present

• Staff Accountant

  • Jan 2021 - Oct 2022



Kakuma & Lee Chartered Accountants

• Staff Accountant

  • Feb 2019 - Apr 2020

  • Conducted various audit and review engagements for the clients including manufacturing, pension, and non-profit organizations. • Prepared notice to reader financial statements along with T2, T3 or non-profit returns and HST returns for clients from different industries. Identified tax matters and prepared various complex tax returns for the business with diverse passive income, the business with foreign affiliates, associated business groups, trust, and non-profit organizations. • Conducted tax planning services to optimize tax results for individual, corporate and cross-border clients such as shareholder's income distribution, intercompany asset flows and budget, selecting tax residency and etc. • Performed full-cycle estate returns including authorization package, final returns, trust returns, and clearance package. • Performed US returns, FBAR, and Canadian returns for cross-border clients. • Communicated and drafted responses to CRA review and audits. • Assisted with training junior staff to get them familiar with the company’s workflow and accounting software, and help them with their accounting technical skills. Show less



Once Better Living

• Sales Associate

  • 2016 - 2018

  • Consistently exceeds the sales target and received the sales bonus by developing a good relationship with customers • Responded to all customer inquiries promptly and received a high level of customer satisfaction • Trained 2 new staffs to help them quickly get used to the new working environment while the overall store sales target was met successfully • Consistently exceeds the sales target and received the sales bonus by developing a good relationship with customers • Responded to all customer inquiries promptly and received a high level of customer satisfaction • Trained 2 new staffs to help them quickly get used to the new working environment while the overall store sales target was met successfully


Business Startups Cafe
• Co-Owner

  • 2015 - 2018


Gansu Xinhekegongmao Ltd.

• Junior Accountant

  • Aug 2011 - May 2013

  • Prepared recurring and non-recurring journal entries; prepared bank reconciliation and upload monthly financial information to senior accountant • Reviewed expense reports for validity and compliance with the company’s policies • Assisted senior accountant with monthly-end, quarter-end tasks and prepare year-end filings in accordance with the government’s requirements • Prepared recurring and non-recurring journal entries; prepared bank reconciliation and upload monthly financial information to senior accountant • Reviewed expense reports for validity and compliance with the company’s policies • Assisted senior accountant with monthly-end, quarter-end tasks and prepare year-end filings in accordance with the government’s requirements