James Huynh Email & Phone Number

Vancouver, Bc

Vancouver, Bc

Vancouver, Bc

Surrey, Bc

• Responsible for the collection of $4M+ in outstanding tax liabilities and the resolution of 350+accounts across multiple revenue types such as T1, T2, GST/HST, and Payroll• Identified and recommended the consideration of relief for 50+ accounts according to established hardship provisions• Utilized and enforced legal actions in order to collect overdue amounts and secure assets• Performed internal and external searches to determine taxpayer assets, hardship levels, and potential recovery sources• Negotiated with 400+ taxpayers, authorized representatives, and third parties to establish payment arrangements that were consistent with mandated requirements• Examined and verified confidential taxpayer information to identify compliance issues,reporting and filing discrepancies, and ability to pay• Communicated with 300+ third parties such as financial institutions, employers, and accountsreceivable to ensure compliance and the proper remittance of amounts owing

Surrey, Bc

• Selected as the successful candidate through the Federal Student Work Experience Program• Screened and completed 200+ account assignment requests• Evaluated 150+ accounts for in depth examination based on specific workload criteria• Collected and arranged internal statistics for quarterly and fiscal year-end reports• Proposed and executed a new workload system strategy, which maximized system capabilities and improved task efficiency• Organized and maintained the regional workload mailbox and addressed administrative inquiries

Vancouver, Bc

• Resolved 150+ Non-Response Follow-Up cases and obtained 70+ completed census questionnaires in the final stages of enumeration• Developed and implemented interview strategies to effectively complete the short form (2A) and long form (2A-L) census questionnaires• Conducted 50+ in-person interviews with residents to accurately capture the demographic information required to complete their assigned census questionnaire• Contacted and visited 150+ non-respondent households to inform them of their legal obligation to complete their census questionnaire or to schedule an in-person interview

Bachelor Of Arts - Ba, Political Science And Government

Canadian Securities Institute Requirements For Cim® Designation

Advanced Investment Strategies (AIS)

Managed Accounts: Compliance Issues And Considerations

Life License Qualification Program (Llqp) Insurance Course

Iiroc Registration Requirements For Registered Representatives (Retail)

Canadian Securities Course (CSC) Conduct and Practices Handbook Course (CPH) Anti Money Laundering & Terrorist Financing for Securities.

Csi Capstone Course For Cfp® Certification

Fpsc-Approved Core Curriculum

CFP 241: Financial Planning Foundations CFP 242: Taxation and Investment Planning CFP 243: Retirement Income Planning CFP 244: Insurance.