David Levy Email & Phone Number

Toronto, Canada Area

• Reviewed payments received by Toronto Hydro in order to ensure timely and accurate posting to customer accounts, dealing with a high volume of transactions on a daily basis• Assisted with inquiries into payments made to Toronto Hydro, tracing payments and confirming the accuracy of posted transactions• Issued refunds to customers and transferred funds between customer accounts where necessary, ensuring that funds were correctly distributed• Trained new employees in departmental procedure related to handling incoming payments

• Organized the preparation of, and reviewed, over 60 Canadian corporate tax returns, as well as a number of US corporate tax returns• Dealt with both Canadian and United States tax authorities in order to resolve tax issues• Reviewed the calculation of Canadian and United Kingdom sales taxes as well as Canadian withholding tax on foreign suppliers• Coordinated multiple complex internal projects between several departments in order to meet deadlines and project goals• Improved the efficiency of multiple periodic processes, including automating correspondence to tax authorities and review of sales taxes and withholdings• Researched international tax treaties, specifically withholding rates, as well as assisted in monitoring changes in international tax laws

• Prepared year end consolidated financial statements for the organization • Prepared adjusting entries for year end financial statements, organizing and confirming information in receipts and documentation • Communicated with client in order to obtain required data and clarify information provided

• Prepared United States and Canadian tax returns for individuals required to file in both countries, organizing and analyzing required client information • Performed research related to international tax issues, particularly withholdings and treatment of RDSPs • Assisted with technological improvements and maintenance at the company, facilitating company operations, particularly with regards to document storage

• Prepared adjusting entries for year end financial statements, organizing and confirming information in receipts and documentation • Communicated with client in order to obtain required data and clarify information provided

• Answered individual queries regarding cross-border business opportunities • Arranged meetings between staff and members • Surveyed members in order to update customer database • Updated organization web site

B.As, Accounting

B.A., Philosophy/Political Science