Inder Mandar, Cpa, Ca Email & Phone Number

Vancouver, British Columbia, Canada

The Wealth Management group includes Family Office Services, supporting Dominion Securities, PH&N, and Private Bankers with their high net worth client needs.- Meet with 90+ high net worth clients a year to prepare detailed financial plans with an emphasis on high level tax planning.- Customizing the financial planning experience to meet client questions and concerns around retirement, corporate planning, trusts, wealth transfer, charitable giving and insurance.- Simplifying complex financial and tax concepts to present to advisors and clients, with a focus on providing value to both the client and the advisor through tax optimization, estate maximization and asset consolidation strategies.

Vancouver, British Columbia, Canada

- Review and consult on tax planning strategies around potential share and asset acquisitions in the US and Canada.- Monitor legislative and regulatory tax developments (ex. COVID-19 finance initiatives) in the US and Canada, analyze the effects on the company and communicate to the finance team.- Facilitate and manage the preparation, review and filing of the Canadian and US corporate tax returns and related compliance.- Using research skills to resolve various tax issues involving corporate tax, payroll, and excise tax in Canada and the US.

Vancouver, Canada Area

- Provide business advisory services to foreign companies providing services in Canada.- Implement and review multi-step corporate tax reorganization plans, including amalgamations, wind-ups, and various rollovers for large corporate groups.- Perform due diligence procedures for acquisition deals. - Mentor, coach and train a team of tax accountants.

Vancouver, Canada Area

- Provide tax planning services and business advice to high net worth individuals in the technology and real estate industries. - Prepare responses to CRA post-assessment reviews and audits involving foreign tax credits, gross negligence penalties, and principal residence exemptions.- Perform detailed research and analysis in areas including SR&ED, tax treaty benefits, and flow-through shares.

Vancouver, Canada Area

- Prepare and review complex Canadian tax returns, including T1, T2, T3, T106, T1134, T1135, T1142, NR301, NR302, NR303, Reg 102, Reg 105, GST, PST, QST returns for corporations, partnerships, trusts, non-resident entities and individuals.- Creating financial models for high net worth individuals, entrepreneurs and corporations to determine tax efficient structures.

Vancouver, Canada Area

- Specialize in technology, real estate and hospitality clients with exposure to IFRS, ASPE, REALpac and ASNPO.- Trained and managed junior staff on audit files, analyzed financial statements, prepared corporate and personal taxes.

Vancouver, Canada Area

Reconciled direct billings, handled accounts payable and prepared monthly reconciliations.

Sydney, Australia

Assisted the finance department with AP, AR, management accounting, month end processes and preparation of annual report.

Vancouver, Canada Area

Was responsible for over 200 group bookings, including site tours, preparing contracts, collecting payment, and handling guest lists.

In-Depth Tax Course

The CPA In-depth tax course is the most comprehensive, practical and relevant income tax training in Canada. In-Depth is the training.

Diploma In Accounting

Activities and Societies: DAP Student Organization

Bachelor Of Science (B.Sc.), Intregrated Science