Joel Kastner, Cpa Email & Phone Number

Toronto

Melbourne, Victoria, Australia

• Audit year-end tax slip production to ensure compliance with Income Tax Act regulations; ensure income and withholding rates are properly filed
• Reconcile tax slip amounts to the general ledger and CRA remittances; investigate discrepancies to determine their reason and recommend procedural improvements
• Process tax slips for clients and CRA remittance according to guidelines set out by the CRA in accordance with the income tax act (primarily sections 146 & 148)
• Calculate and communicate tax related information to advisors and clients

Toronto, Canada

• Project and create pro-forma financial statements by analyzing historical information and trends, to be used in litigation, business interruption, and accidental benefit cases
• Summarized data provided by clients and claimants including sales, financial statements, and payroll records to ensure accurate financial representation
• Prepared reports and correspondences for managers and clients
• Attended marketing and networking events designed to attract and retain clients and to develop professional working relationships with industry personnel

Markham, ON

• Co-developed a forecasting model in Excel to manage forecasts for all projects within the GWCM business unit (approximately 25-30 projects)
• Collaborated with coworkers, managers, and team leaders to delegate project tasks and forecast projects' resource requirements
• Prepared detail-oriented presentations for high-level executives
• Supported project manager in monitoring and tracking the status of project deliverables

• Performed 16 income tax audits on taxpayers for a specialized audit program
• Communicated with taxpayers, lawyers, and accountants to collect relevant documentation and information
• Analyzed and interpreted detailed documentation to arrive at accurate audit opinions

Waterloo, Ontario

• Managed financial resources of the club
• Forecasted and allocated financial resources across many events throughout the year
• Collaborated as part of executive team to plan and organize club events
• Fund-raised donations from various sponsors for a charity event

• Sports Specialist:
• Developed and implemented dozens of skill development and sports activities for campers
• Required creative programming and leadership abilitiesCamp Counselor
• Responsible for the safety and well-being of groups of campers
• Worked with co-workers to prepare camp initiatives

Bachelor'S Degree, Honours Bachelor Of Business Administration

Activities and Societies: Laurier Accounting Association, Agents of Awesome, SBE Student Society, WLU Students' Union Volunteer, Laurier.

Business Administration, International Exchange Student

Courses: International Strategy, International Marketing, International Finance, Financial Analysis

Canadian Securities Course, Finance

High School