Tax Returns
• Prepare corporate and personal tax returns for federal, Ontario, Quebec, Nova Scotia, and the
Western Provinces
• Manage federal and provincial tax audits and prepare Notices of Objection
• Negotiate and secure positive outcomes from various federal and provincial tax authorities on behalf
of clients
• Deal with various types of withholding tax issues involving customized software agreements, and
royalty, interest and dividend payments
• Calculate corporate and individual tax installment payments
• Ensure timely completion of returns and any related elections, or designations
• Review issues involving the Canada-U.S. Income Tax Convention and other treaties
Staff & Project Management
• Plan, organize and lead team members to complete special assignments; provide ongoing
leadership, training and motivation to team members
• Manage and review projects to ensure accuracy and completeness
• Monitor work performance and prepare performance reviews for team members upon completion of
projects as well as annual performance reviews
SELECTED ACCOMPLISHMENTS
• Obtained a $500 million federal tax refund for a U.S. subsidiary company by identifying and pursuing
a tax savings opportunity
• Secured $108 million investment tax credits from Revenue Canada by preparing claims for scientific
research for Communications, Mining, Electronics, Computer Software, Construction, Agriculture
and Publishing companies
• Successfully planned and dealt with the income and capital taxes for various segments of a $2 billion
company acquisition with tax issues involving divestiture of some of the acquired operations and
integrating the companies kept within the acquiring company's corporate structure
• Recognized by the Chairman and CEO for outstanding work performance and diligence with
quarterly and annual bonuses on a regular basis
• Authored a policy manual for taxable benefits including tax issues relating to employee relocation,
housing and automobile benefits
• Developed and maintained excellent client relationships with Fortune 500 companies resulting in
repeat business and referrals
• Established a corporate-wide reputation of being proficient, engaging and thorough in staff training
and project management
Continues...
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