Bookkeeper/Tax Preparer Resume

Candidate Pitch:

Detail-oriented and motivated accounting professional working towards the CPA equipped to help organizations achieve goals. Experienced in bookkeeping, taxation, compilations and financial statement analysis with a solid foundation in accounting principles. SEPT 2024-JANUARY 2025 Bookkeeper/Tax Preparer: Hany Fayez Professional Corporation Bookkeeping in Quickbooks Desktop: • Worked for Mr. Fayez as a member of an accounting team on bookkeeping tasks for several corporate clients • Worked on accounting process from bookkeeping to taxation to Caseware for several corporate clients • Entered credit card and bank statement transactions and conducted bank reconciliations, completed payroll for several companies, recorded home office expenses, sales invoices and rent expense for events, assisted in review of files for quarterly HST reporting, filed WSIB, monitored payroll source deductions • Worked on a variety of clients: doctor’s corporations, food trucks, restaurants, specialized countertops companies Taxation: • Completed T2 returns in Profile for a number of corporate clients which included the tax forms: S1, S2, S3 and S8, S100 and S125, booked corporate taxes adjusting journal entry from Profile into Quickbooks Caseware: • Worked on compilations in Caseware which involved gathering, developing and annotating supporting documents for corporate clients including bank reconciliations, Capital Asset Continuity schedules, Income Tax Continuity Schedules, payroll documents, GST returns and G/L reports MAY 2024-JULY 2024 Volunteer Bookkeeper: Dance Umbrella of Ontario Bookkeeping in Quickbooks Online: • Worked for Ms. Oguchi as a member of a finance team on bookkeeping tasks for several non-profit organizations • Worked on transactions, bank reconciliations, balance sheet reconciliations for audits and adjusting journal entries • Worked on Quickbooks Online entries for clients which included: expenses, deposits, sales receipts and bills • Communicated with clients for providing supporting documentation for invoices and bills Taxation: • Worked on completing T2 short returns for non-profit organizations SEPTEMBER 2023-MARCH 2024 Staff Accountant Co-op: Filing Taxes • Reported to Mr. Salman Rundhawa on tasks involving prior year work on actual client files: Bookkeeping in Quickbooks Online: • Worked on Bookkeeping through entering bank and credit card transactions in Quickbooks Online, answered student inquiries on courses Personal Tax in Profile: • Worked on preparing T1 tax returns for cases including T4, self-employment (T2125), rental income (T776) and employment expenses (T777) and Donations Corporate Tax in Profile: • Worked on filling out T2 forms for cases in TaxPrep and Profile software Year-end work in Caseware and HST Returns: • Imported Excel trial balances into Caseware for clients and created adjusting journal entries (i.e. depreciation, home office expenses, accounting fees, dividends paid), worked on NTRs and created HST working copy for companies (ITCs and installments) MARCH 2022-MARCH 2023 Part-time Bookkeeping Internship: Pushti Tax Services Inc. • Worked for Mr. Bruno Braga on accounting tasks to gain industry knowledge Bookkeeping/Research using Quickbooks Online: • Bookkeeping tasks including entering credit card and bank transactions, categorizing supporting documents and entering expenses in QBO to create a support system for audit preparation • Research and tax planning for owner compensation, tax deductions, expense tracking, working papers, sample tax situations, payroll deductions calculator, setup of non-profits in Quickbooks online • Completed Quickbooks and tax online tutorials and certifications Taxation: • Assisted tax professionals by scanning and organizing client tax documents for electronic filing • Accurately entered tax data into TaxCycle software Career Note: I made a career transition from Computer Engineering to Business and attended Seneca College full-time in 2018 to complete Marketing courses and a Diploma in Accounting. NOVEMBER 2015-JUNE 2018 Online Marketer Clickbank.com Marketing: • Used Google Analytics, Google AdWords and maximized CTR, worked on content creation and tracked ad budget • Trained in advertising and marketing skills in the food/beverage and clothing industries • Gained skills in creating PPC ads, landing pages and creating engaging content for social media Prior to 2015 I had worked in IT for a few years at a several software engineering companies. This included a Software Developer position in Java, SQL and technical documentation at an International Religious Education Board, an Application Developer role in C# .NET and SQL at Infotech Canada and a Software Developer role in Java and Oracle at Compusult. Graduate Certificate in Accounting towards CPA Seneca College In progress Honors Business Accounting Diploma Seneca College GPA: 3.90 May 2021 Bachelor of Computer Engineering Co-op program Memorial University of Newfoundland GPA: 3.0 May 2006 • Quickbooks • Profile • Caseware • Bookkeeping Available