• Collecting and organizing financial documents, such as W-2s, 1099s, and receipts.• Preparing and filing accurate federal, state, and local tax returns and ensuring compliance with tax laws and regulations.• Advising clients on strategies to minimize tax liabilities and identifying tax-saving opportunities, such as deductions, credits, and retirement contributions.• Keeping up with changes in tax laws, regulations, and guidelines along with attending continuing education programs or obtaining certifications.

• • Efficiently managed Accounts Receivable and Payable by streamlining the process for bill payments and purchase receipts, reducing errors and improving cash flow management.• Generated accurate purchase orders and invoices, ensuring seamless reconciliation with bank account statements, which resulted in timely financial reporting and audit compliance.• Developed strong telephone and interpersonal skills by actively engaging with clients and resolving their inquiries, contributing to positive client relationships and repeat business.

• Precisely recorded and categorized financial transactions, ensuring full compliance with Generally Accepted Accounting Principles (GAAP), resulting in accurate and reliable financial reporting.• Performed daily data entries for the purchase of hardware and necessary materials, streamlining inventory management and procurement processes.• Demonstrated strong time management skills by effectively tracking time spent per client and consistently meeting tight deadlines, enhancing productivity and client satisfaction.

Delivering clear, accurate translations across languages, bridging communication gaps in diverse cultural and professional environments• Facilitated communication with expertise in Punjabi, Hindi and English specializing in facilitating clear and culturally sensitive communication for Kinetik Rehabilitation Program at City Hospital Saskatoon. Committed to confidentiality, professionalism, and supporting effective patient-provider relationships for optimal therapeutic outcomes.

• Scheduled, rescheduled, and confirmed patient appointments at Spadina Medical Clinic.• Maintained and organized patient medical records while ensuring HIPAA compliance maintaining confidentiality of the information.• Answered phone calls, addressed patient inquiries, and directed calls to appropriate medical staff.• Processed incoming and outgoing mail, emails, and faxes.• Proficient in working with MS office suite and CBSnavicart.• Organize and store files, documents, and correspondence.

addressing complaints and resolving account discrepancies, ensuring a seamless customer experience.• Cultivated a positive, empathetic, and professional customer service environment by consistently demonstrating effective communication skills and prompt problem resolution, leading to enhanced customer loyalty.• Exceeded the branch's annual budget targets by achieving Life Insurance sales of 1 million INR and Mutual Fund Investments of 2.5 million INR, demonstrating strong sales strategies and financial expertise.• Strategically planned data sampling for audits in line with RBI guidelines, ensuring comprehensive coverage and regulatory compliance.• Led the execution of risk-based audits following rigorous auditing standards, effectively identifying potential risks and enhancing internal controls.

• Streamlined customer transactions, such as deposits, withdrawals, and payments, by efficiently addressing complaints and resolving account discrepancies, ensuring a seamless customer experience.• Cultivated a positive, empathetic, and professional customer service environment by consistently demonstrating effective communication skills and prompt problem resolution, leading to enhanced customer loyalty.