James Sutherland Email & Phone Number

Peterborough, Ontario, Canada

Level 3 Support for company programs, hardware, software. TPS Team, CIS Team, Western Union Support.

Peterborough, On

Assist with US Tax Technical support and Tax Academy support for Corporate and Franchise offices.

Bellevile, On, Cobourg, On, & Peterborough, On

REPORTS TO: District ManagerThe tax professional is responsible for conducting client interviews and subsequently preparing tax returns such a way that the client pays the least possible amount of tax as prescribed by law. He/she is also responsible for implementing Block customer service and public relations programs, office procedures, and reporting systems.

Belleville, On, Port Hope, On, & Peterborough, On

Tax Theory (TA) and Tax Program (TPS) Instructor. Multiple Levels. Both in class and virtual.REPORTS TO: District ManagerThe role of Tax Academy Virtual Instructor is a key contributor to H&R Block’s commitment to “do the right thing” for both clients and associates. Tax Academy Virtual Instructors are responsible for delivering tax theory and software training in the virtual classrooms and are actively involved in the training and development of both new and existing Tax Professionals.Successful Tax Academy Virtual Instructors are great people leaders within the virtual classroom and positively promote the H&R Block brand. They do so by being an ambassador of change to our Tax Academy Students.The role of Tax Academy Instructor is a key contributor to H&R Block’s commitment to “do the right thing” for both clients and associates. Tax Academy Instructors are responsible for delivering tax theory and software training in a physical classrooms and are actively involved in the recruitment of new Tax Professionals and developing existing Tax Professionals.Successful Tax Academy Instructors are great people leaders within the classroom and positively promote the H&R Block brand. They embrace change and are ambassadors of change to our students.

Peterborough, On

RFS Lead Ontario & GTA Regions - Providing 1st tier theory and technical support for offices, field staff, & management. We are the 1st line of Defense :)REPORTS TO: Regional Director The responsibilities of the Region Functional Support (RFS) associate is to provide functional support to the districts and to individual associates as it relates to business practices, programs, and processes (including, but not limited to Cash Back, Client Interaction Systems (CIS), Tax Preparation Software (TPS) and Tax Office Procedures). This position may require travel throughout the district to perform these duties.* Responds to tax questions that have escalated from the tax office, providing referral to the appropriate resource person whenever necessary.* Supports end user effectiveness on company based software, through one-on-one or referral to technical staff.* Assists the Tax Pros with CRA problems and promptly rectifies Efile errors. * Prioritize and resolve technical support issues in the field by liaising with the regional Field Technical Support associate.* Coordinate with other members of IT to provide or obtain assistance to resolve support issues.* Validate that all associates have the ability to logon and are able to access appropriate application software, and print as outlined in the setup manuals.* Assist in giving out Approval Codes for Cash Back returns.* May be involved in the production of tax returns via TRD or drop-off.

Peterborough, On

Belleville, On

3 Year Accounting Diploma & 3 Year Business Administration Diploma

Activities and Societies: Peer Tutor, Multicultural Mentor Received 3 year Accounting Diploma (2001 - 2004). Received 3 year Business.

Hardwood Lumber Grader Certificate

Received Hardwood Lumber Grader Certificate - SSF College, Haliburton, ON.

Taxation

Forever Ongoing. Updating IRS required yearly CE Credits plus expanding into other departments of interest. CE credits for IRS.