Melissa Mclean Email & Phone Number

Saint John

I am currently a Project Officer for Canada Revenue Agency in the ITB division. I manage Cloud projects and am the liaison between all of the developers, leaders and controllers of each project request.

Saint John, New Brunswick, Canada

• Develop pre-screening reports on clients who have been mentioned in data leaks such as the Panama, Paradise & Bahama Papers• Create Excel & PowerPoint documents to summarize all of the information found through internal and external resources• Meet with management and other stakeholders to communicate findings, as well as strategize to improve the work we do as a team • Provide strategies to management and stakeholders to support the organizations vision, mission and mandate, as well as put improvements into motion • Create a risk assessment portfolio for each client to determine whether the file should be looked at further for Audit • Write strategic data driven communications to management as well as other stakeholders regarding program specific initiatives and projects that would be of value to the organization and teams within the directorateAddress any issues with current projects or initiatives so we can ensure best practices are in place • Review accounts that have suspicious transactions being taken to ensure that no further actions take place on the taxpayers business account• Bring any concerns to management as well as other internal departments when account action needs to take place such as locking the taxpayers account and sending out letters to the client• Create reports through Excel and PowerPoint to show actions to take and also actions to take regarding the referrals received.• Present any suspicious findings to management as well as internal and external stakeholders.

Saint John, New Brunswick, Canada

Answer account inquiries for corporate clients over the phone, adapt to many language barriers Provide and update information pertaining to tax returns and accountsMake changes that the client requestsProvide excellent customer service and build rapport with each clientEnsure the identity of our clients is always kept confidentialProvide peer support to new agents as well as phone supportAble to adapt to multiple culture due to speaking with all Canadian taxpayers

Saint John, New Brunswick, Canada

Review high net worth individuals and their business returns for critical asset & liability information and to provide the auditor’s these reports through various internal systems Search for and prepare reports with all of the information needed on the individual and their companies to assist the auditors in their audits including; property searches, EFT’s, FRRMS, Integras & Recall documents which could lead to potential audits Use Microsoft Word, Excel, PowerPoint, One Note and spreadsheets on all workload throughout the Pre-Screening process to put together a clean format for the AuditorTrain new staff and students by completing the interview process with multiple candidates, as well as create and present training materials to assist them in their duties

Saint John, New Brunswick, Canada

Review accounts to ensure taxpayer is compliant on their tax accountsContact taxpayers in regards to debts owed and try to collect amounts owed through communication with the client or legal actions when not compliant when necessaryCollect debts by making payment arrangements with taxpayers in regards to their accounts and follow up if the arrangements are broken to reassess and take next stepsTake necessary legal action when no other avenue to pursue in order to collect debts by way of memorandum assessments and court issued orders on high dollar accounts

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