Jeffrey Ross Email and Phone Number
Hello! I’m Jeffrey Ross an experienced tax accountant specializing in cross-border tax solutions between the USA and Canada. With 3 years of professional experience, I joined Legend Financial in 2024, where I focus on providing tailored tax services that address the unique needs of my clients. In my role, I manage lead generation, initial client engagements, and the preparation of Canadian personal, corporate, and estate taxes. My expertise extends to handling HST returns and complex cross-border tax issues, ensuring that clients have a single point of contact for all their tax-related matters. What sets me apart is my dedication to client satisfaction. I prioritize building strong relationships and delivering timely, accurate guidance that helps clients minimize their tax liabilities and stay compliant across both jurisdictions. Whether it's navigating the intricacies of capital gains tax or aligning tax obligations across borders, I am committed to providing expert advice and seamless service. At Legend Financial, my goal is to streamline tax processes for our clients, helping them achieve peace of mind and financial efficiency.
Legend Fusions
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Client ManagerLegend Fusions Aug 2024 - PresentToronto, Ontario, CanadaResponsibilities:-Canadian and US Personal Tax Returns - Responsible for preparing Canadian personal taxes for residents and non-resident clients. - Responsible for preparing US personal taxes for residents and non-resident clients. - Responsible for preparing the Canadian self-employed income tax returns and HST preparation and filing. - Responsible for preparing the NR6, NR5, NR4, NR73, and NR74 for non-residents. - Responsible for preparing the Tax planning for clients to reduce income tax liability. - Responsible for taking the calls of clients to answer their queries and guiding them as per CRA and IRS income tax law. Canadian Trust Tax Returns (Estate Taxes) - Responsible for preparing T3 Canadian trust and income Tax returns for the deceased persons. - Responsible for preparing T3 Inter Vivo Canadian trust and income Tax returns for the deceased persons.Canadian Corporate Tax Return - Responsible for preparing the bookkeeping. - Responsible for preparing the HST working (Profit and Loss Account) - Responsible for preparing the T2 Corporate tax returns - Responsible for preparing the corporate final tax returns -
Senior Tax AccountantVision Village (Pvt) Ltd Aug 2021 - Jul 2024Responsibilities:-Canadian and US Personal Tax Returns - Responsible for preparing Canadian personal taxes for residents and non-resident clients. - Responsible for preparing US personal taxes for residents and non-resident clients. - Responsible for preparing the Canadian self-employed income tax returns and HST preparation and filing. - Responsible for preparing the NR6, NR5, NR4, NR73, and NR74 for non-residents. - Responsible for preparing the Tax planning for clients to reduce income tax liability. - Responsible for taking the calls of clients to answer their queries and guiding them as per CRA and IRS income tax law. Canadian Trust Tax Returns (Estate Taxes) - Responsible for preparing T3 Canadian trust and income Tax returns for the deceased persons. - Responsible for preparing T3 Inter Vivo Canadian trust and income Tax returns for the deceased persons.Canadian Corporate Tax Return - Responsible for preparing the bookkeeping. - Responsible for preparing the HST working (Profit and Loss Account) - Responsible for preparing the T2 Corporate tax returns - Responsible for preparing the corporate final tax returns -
Chief Operating OfficerJcwr Pre & Primary School Mar 2020 - Oct 2021Lahore, Punjab, PakistanResponsible for preparing and managing monthly and annual budgets and financial statements.Responsible for handling and submitting withholding tax to the concerned bodies (FBR) on various transactions related to all school payments.Responsible for the filing of the quarterly income tax return. Responsible for developing and implementing school policies and procedures in collaboration with higher management.Responsible for hiring and managing the administrative and teaching staff of the school.Responsible for the planning and organizing of the marketing strategies to enhance and achieve the targeted admissions.Responsible for handling and ensuring routine operational tasks.Responsible for cash flow planning and ensuring the availability of funds as needed.Responsible for maintaining all school technology assets and coordinating repairs when necessary.Responsible for managing the third-party and staff contracts.Responsible for handling legal matters which includes education department, health department, FBR, court cases, social security, etc. Responsible for setting challenging and realistic goals for growth, efficiency and profitability of the school.Responsible for the advancement and smooth running of IT-related tasks.Responsible for cutting the cost and using the assigned funds most rationally.Responsible for fostering a growth-oriented, positive and encouraging environment while keeping teaching and non-teaching staff accountable to the school policies, procedures and guidelines.Responsible for setting performance objectives for students and teachers.Responsible for researching new resources and techniques to improve teaching and student learning.Responsible for managing and developing the academics, curriculum, and pedagogy.Responsible for preparing the scheme of studies so that all teachers can comply with it and prepare their lesson plans accordingly.Responsible for conducting biweekly meetings to assess the students and staff progress.
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Accounts ExecutiveTracon Services Pvt. Ltd Jun 2017 - Mar 2020Lahore Pakistan
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Accounts ExecutiveService Sales Corporation (Pvt.) Limited Jun 2015 - Jun 2017Responsible for assuring, maintaining and analyzing all payments on daily basis through banks -
Accounts ExecutiveService Sales Corporation (Pvt.) Limited Jun 2015 - Jun 2017Responsible for maintaining, assuring and analyzing of all payment made through banks.
Jeffrey Ross Education Details
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Accounting And Finance -
Accounting And Finance -
Business/Commerce, General
Frequently Asked Questions about Jeffrey Ross
What company does Jeffrey Ross work for?
Jeffrey Ross works for Legend Fusions
What is Jeffrey Ross's role at the current company?
Jeffrey Ross's current role is Client Manager @Legend Fusions | Experienced Cross-Border Tax Accountant | Specializing in US and Canadian Tax Solutions | Trainer.
What schools did Jeffrey Ross attend?
Jeffrey Ross attended National College Of Business Administration & Economics, National College Of Business Administration & Economics, University Of The Punjab, Lahore.
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Jeffrey Ross
Canada1torontopolice.on.ca -
1hellocubby.com
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Jeffrey Ross
B2B Sales Strategist | High-Ticket Sales Expert | Co-Founder Of Dimplescharms.Com | Driving Market Expansion & Revenue Growth Across IndustriesUxbridge, On
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