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