Kerry-Ann Morrison-James Email & Phone Number

Mississauga, Ontario, Canada

Assist clients under review or audits, with responding to the Canada Revenue Agency or Revenu Quebec.

Mississauga, Ontario, Canada

Using video conferencing tools, provide high-quality customer service and guidance to clients across Canada using empathy, tax knowledge and expertise to ensure accuracy of tax returns. Collaborate with various team leads and conduct research to resolve complex tax issues.Key Accomplishments: Received recognition for performance via contract extension (in 2020 & 2024) and numerous Spotlight Awards every year.

Oakville, Ontario, Canada

Same responsibilities as the previous position. Demonstrate income tax competencies in the following areas:*Deceased & Trusts (T2 Returns);* Appeals & Bankruptcy.Key Accomplishments: **Completed all continuing education programs offered by H&R Block to attain, maintain, and strengthen tax expertise.**Recognized for receiving one of the top ten NPS scores (customer rating) in the District.

Oakville, Ontario, Canada

Conduct client interviews and complete accurate tax returns for clients. Provide excellent customer service, and maximize new and returning clients. Answer questions and handle inquiries from clients and other Associates (either in person or over the phone) and conduct research as required to provide complete and accurate responses. Collect and process payments.Key Accomplishments: **Promoted to Senior Tax Professional**Pursued H&R Block continuing education programs for Employment Expenses, Investments & RRSPs, Rental, and Self-Employment

Mississauga, Ontario, Canada

Business requirements gathering through meetings, interviews, observation, and documentation. Create Use Cases and Test plans based on requirements. Oversee user acceptance testing, and prepare/execute test cases for various testing phases, including negative, error, acceptance, module, and integration testing. Create User guides and Data Dictionaries.

Kingston, Jamaica

Mentor and supervise team of programmers. Manage assigned projects and communicate with senior management, project progress and status. Develop and recommend solutions to meet business goals and requirements.Key Accomplishment: Resolved by 100%, all outstanding user requests and application errors in assigned projects.

Kingston, Jamaica

Design, develop, and maintain land transfer and property tax applications and UNIX shell scripts. Create and execute test plans. Optimize and design SQL queries for reports. Resolve errors in production environment and implement solutions. Collaborate with Quality Assurance and other Technical staff (Computer Operators and Systems Administrators).Key Accomplishment: Promoted to Team Lead

Kingston, Jamaica

Design, develop and maintain Land Transfer and Property Tax applications. Create and execute test plans. Create UNIX shell scripts and stored procedures. Update User Manuals. Optimize and create SQL queries. Collaborate with Help Desk Associates during on-call application support.Key Accomplishment: Promoted to Senior Programmer Analyst

Certificate, Data Analytics

A 24-week intensive program focused on gaining technical programming skills in Excel, VBA, Python, JavaScript, SQL Databases, Tableau, Big.

Certificate, Tax Accounting, Honours

Certificate, Small Business Bookkeeping, Honours

Certificate, Business Analysis

M.Sc., Management Information Systems

B.Sc, Computer Science