Gurpreet Samra, Cpa Email & Phone Number

Canada

• Prepare Review Engagement financial statements for privately held businesses.• Prepare Corporate (T2) tax returns, Partnership T5013 Information Returns, and Canadian Personal (T1) returns.• Perform bookkeeping, reconciliations, analytical & predictive analysis, prepare FSN disclosures, accounting memorandums, etc. • Organize & lead planning meetings, senior in charge / main point of client contact during fieldwork, coaching / mentoring junior staff.• Correspond with Canada… Show more • Prepare Review Engagement financial statements for privately held businesses.• Prepare Corporate (T2) tax returns, Partnership T5013 Information Returns, and Canadian Personal (T1) returns.• Perform bookkeeping, reconciliations, analytical & predictive analysis, prepare FSN disclosures, accounting memorandums, etc. • Organize & lead planning meetings, senior in charge / main point of client contact during fieldwork, coaching / mentoring junior staff.• Correspond with Canada Revenue Agency for corporate disputes including notice of reassessments assessed incorrectly and preparing information request packages. • Conduct trust audits for privately held businesses under the relevant frameworks. • Previously rated a “highly effective” performer, whereby one’s “overall performance is consistently of a very high standard and exceeds expectations, consistently outperforming one’s peer group.” Show less

Head Office- Burnaby

• Developed strong teamwork and leadership skills by working closely in a team of four coworkers and being readily available to assist one another to ensure customer satisfaction.• Performed practical risk assessments and developed superior analytical skills by studying and applying underwriting criteria to best match customers’ requirements for insurance coverage with their eligibility against three private auto insurance carriers and ICBC.• Responsible for meeting a targeted retention… Show more • Developed strong teamwork and leadership skills by working closely in a team of four coworkers and being readily available to assist one another to ensure customer satisfaction.• Performed practical risk assessments and developed superior analytical skills by studying and applying underwriting criteria to best match customers’ requirements for insurance coverage with their eligibility against three private auto insurance carriers and ICBC.• Responsible for meeting a targeted retention ratio of clients by maintaining positive client relationships and providing exemplary customer service. Show less

Vancouver, Canada Area

• Represented two Co-operators brokerages as an Insurance Advisor.• Developed interpersonal skills by assisting clients with issues pertaining to ICBC, Private Auto or Travel Insurance, while keeping myself current with changes to coverage offered, certain underwriting and eligibly criteria, and product information.• Contacted clients prior to the renewal date of their policies to confirm whether different coverage would be renewing, lapsing or changing and made recommendations… Show more • Represented two Co-operators brokerages as an Insurance Advisor.• Developed interpersonal skills by assisting clients with issues pertaining to ICBC, Private Auto or Travel Insurance, while keeping myself current with changes to coverage offered, certain underwriting and eligibly criteria, and product information.• Contacted clients prior to the renewal date of their policies to confirm whether different coverage would be renewing, lapsing or changing and made recommendations where appropriate. Show less

Cpa

Accounting Diploma With Distinction

Fast tracked, and successfully obtained, a Diploma in Accounting from BCIT. Graduated with distinction.

Bachelor'S Degree, Economics

Activities and Societies: Economics Students Association