Gavin Leung Email & Phone Number

Richmond, British Columbia, Canada

• Acting manager for any absences of the actual manager.• Conducting accurate inventory counts to ensure the necessary products are ordered.• Fulfilling detailed and precise business orders. • Training and leading a team to ensure customer and business demands are adequately met.

Richmond, British Columbia, Canada

• Responsible for ensuring full and inviting displays for guests• Conducted accurate inventory counts• Maintained team motivation and morale.• Managed time effectively by delegating tasks to ensure goals are achieved

Richmond, British Columbia, Canada

• Promoted to a supervisory position after one month in this role.• Implemented new planograms and display plans in accordance with instructions from management• Cooperated with customers to solve problems related to products.• Established good culling practices to ensure freshness.

Vancouver, British Columbia, Canada

• Trained three other co-op students on administrative tasks such as updating Salesforce data, ordering ad-hoc tax statements from the Broadridge internal database, scanning and filing. Prepared over 80 T1 and 100 T3 income tax returns using CCH TaxPrep, with a focus onoptimizing tax advantages for clients.• Collaborated with clients and relationship managers to gather essential tax information and documentation, ensuring the accuracy and completeness of T1 and T3 tax returns.•… Show more • Trained three other co-op students on administrative tasks such as updating Salesforce data, ordering ad-hoc tax statements from the Broadridge internal database, scanning and filing. Prepared over 80 T1 and 100 T3 income tax returns using CCH TaxPrep, with a focus onoptimizing tax advantages for clients.• Collaborated with clients and relationship managers to gather essential tax information and documentation, ensuring the accuracy and completeness of T1 and T3 tax returns.• Trained and guided fellow co-op students in the preparation of T1, and T3 returns and usingSalesforce to build their confidence in tax compliance and efficient record-keeping.• Achieved a 12% reduction in tax preparation time compared to the 2022 tax year by leveraging knowledge from my first co-op experience with Scotia Wealth Management Show less

• Conducting comprehensive assessments of AI models to identify and address safety and ethical considerations• Implementing prompt engineering to optimize and refine AI model performance• Contributing to the advancement of responsible AI practices by sharing insights and expertise within the professional community• Integrating insights from real-world data into the AI training process to enhance the adaptability and responsiveness of the AI models to complex and ever-changing… Show more • Conducting comprehensive assessments of AI models to identify and address safety and ethical considerations• Implementing prompt engineering to optimize and refine AI model performance• Contributing to the advancement of responsible AI practices by sharing insights and expertise within the professional community• Integrating insights from real-world data into the AI training process to enhance the adaptability and responsiveness of the AI models to complex and ever-changing conditions. Show less

Vancouver, British Columbia, Canada

• Prepared over 30 T3 returns for trusts and graduated rate estates, and over 10 T1 individual tax returns using CCH Taxprep.• Updated Salesforce data of 100+ clients optimizing the tracking of pending items for TX19 clearance for the Vancouver, Victoria, Northern and Southern Prairies prospect centers.• Trained a new permanent staff member, after three months on the job, to prepare T1 and T3 returns, collate documents for TX19 clearance requests, assess notices of assessments and… Show more • Prepared over 30 T3 returns for trusts and graduated rate estates, and over 10 T1 individual tax returns using CCH Taxprep.• Updated Salesforce data of 100+ clients optimizing the tracking of pending items for TX19 clearance for the Vancouver, Victoria, Northern and Southern Prairies prospect centers.• Trained a new permanent staff member, after three months on the job, to prepare T1 and T3 returns, collate documents for TX19 clearance requests, assess notices of assessments and reassessments, ordering ad-hoc tax statements from the Broadridge internal database, using Salesforce to update client data, and administrative tasks like scanning and filing.• Compiled, collected and scanned tax slips, medical receipts, donation receipts and other tax information to maximize client benefits when preparing T1 returns.• Provided 10+ detailed responses to the Canada Revenue Agency’s processing reviews to support clients’ non-refundable tax credits with evidence and supporting documents.• Reviewed over 100 Notices of Assessments and Reassessments for Trusts, Estates and T1 clients to determine if the return is assessed or reassessed as filed.• Communicated with the Canada Revenue Agency to rectify their tax errors, investigate missing Notices of Assessments or Reassessments, and inquire about the issuance of the TX21 Clearance Certificate for Trusts and Estates clients.• Submitted 10+ TX19 clearance requests by creating a TX19 package consisting of the TX19 form, Schedule 3 of the Terminal T1, Schedule 1 of the T3 returns, the Estate and Trust record and the Will. Show less

Bachelor'S Degree, Business Administration And Management, General

Specialization: Accounting

High School Diploma