1. Develop appropriate transfer pricing strategies compliant with relevant statutory provisions
2. Advise on relevant US/Canada cross border issues including withholding tax, income tax, and commodity tax.
3. Prepare US corporate tax returns with associated federal and state filings for outbound Canadian corporations.
4. Negotiate with Internal Revenue Service and state tax authorities to ensure all applicable tax deductions and refunds are claimed for clients
5. Prepare W-7 application to obtain ITIN number for non-residents to claim treaty benefits in U.S. or file U.S. non-resident income tax returns
6. Prepare SS-4 application to get an EIN number for corporations, trusts, or partnerships who have trade or business connection with US
7. Prepare various information returns required by the IRS including Form 5471, 8938, 8891, 8624, 1042, 1099, 1065 etc. to avoid severe penalties imposed by failure of filing.
8. Prepare complicated personal US Federal and State Income Tax returns to deal with foreign tax credits, dual status return, first year elections, and expatriation issues to minimize clients’ US and Canadian income tax.

1. Assisted with the implementation and maintenance of appropriate tax policies, processes, and practices and identified opportunities for continuous improvement.
2. Liaised with external tax consultants to deal with audits by federal, provincial tax authorities for income, sales taxes, taxable benefit and transfer pricing.
3. Prepared annual income tax returns, US & Canada sales tax returns.
4. Provided tax guidance and inputs to various processes and business units throughout the organization.
5. Reviewed and prepared monthly tax provisions according to Canadian GAAP.
6. Interpreted tax rules, regulations, treaty articles assigned by Global Tax Director.

1. Identified corporate tax and estate planning opportunities and prepared implementation memorandums.
2. Conducted intensive researches for tax issues and presented findings in a timely and professional manner.
3. Filed various elections forms, information returns in a timely manner such as T2057, T2058, T2022, T2054, T106, T4A-NR, NR4, NR6, T2061, T2062 etc.
4. Assisted clients in all aspects of corporate tax initiatives including corporate reorganizations for private companies, estate planning and family trusts.
5. Reviewed and analyzed tax assessments to make sure Notice of Objection, Fairness Request, or elections be filed within the time frame.
6. Updated tax research and report software and improved common used templates for compliance and planning.
7. Prepared Notice of Objections, Voluntary disclosures and other tax submissions to the CRA on behalf of the clients.
8. Prepared, reviewed and advised on corporate, personal and trust returns.

1. Worked with other office members in attracting new work to the firm.
2. Reviewed the work of junior staff for accuracy and completeness.
3. Reviewed continuous auditing file to assess the adequacy of work in test of internal controls.
4. Prepared management letter, highlight memo, tax memo, auditing completion checklist at the end of field work.
5. Prepared year-end working paper files including auditing programs, tax matters, and supporting schedules
6. Assisted in the preparation of tax memos and the firm publication of TAX FOCUS on a wide variety of tax issues.
7. Audited clients’ tax provisions, remittance reports and supporting schedules to assess the adequacy of tax compliance.
8. Analyzed financial transactions to determine accurate tax treatment and followed though to ensure transactions be reflected properly on tax returns and tax provisions for large audit clients

1. Prepared various personal, corporate and trust tax returns
2. Participated in planning overall audit strategy and designing audit programs for new clients.
3. Took in charge of notice to reader, review and small audit engagements and assisted in large audit engagements.
4. Researched, evaluated and advised on the appropriate accounting and tax treatment for complex transactions.
5. Conducted flow audit to identify significant weaknesses in clients’ internal control system and provide practical recommendations to rectify risks identified.

1. Prepared annual T1, T2, and T3 tax returns for individual, corporate and trusts.
2. Filed GST, QST, T4, T5, T5013 returns and prepared schedule for payroll deductions..
3. Assisted clients in dealing with various tax authorities.
4. Prepared financial statements appropriate for users, in accordance with GAAP.
5. Performed account reconciliations, such as bank accounts, A/R, A/P, payroll, inter-company accounts.
6. Created continuity schedule for fixed assets to indicate current amortization, accumulated amortization, recognize capital gain/loss.