- Provided bookkeeping services, prepared financial statements and filed corporate tax returns using Taxprep- Engaged in building client relationships, by responding directly to client’s inquiries about personal tax returns - Assisted with Notice to Reader preparation and review engagement using CaseWare and performed analytical procedures, such as evaluations of plausible relationships among both financial and non-financial data- Solved three tax queries in a team of two, by conducting tax research using both U.S. and Canadian Personal Income Tax Act and online resources, utilizing the eligible tax relief to maximize the client’s benefits

- Signed four loan agreements with clients, through effective communication regarding their financial concerns, and by advising on the appropriate type of financial services for their business commitments - Managed the collection and inspection of loan application files, analyzed the client’s eligibility for loans based on their financial statements to ensure compliance of bank policies and mitigate default risks

- Developed long-term relationships with customers and strengthened customer service skills, by advising them on suitable skincare products to help solve skin problems- Exceeded the Boxing-day sales target of $20,000, through proactively collaborating with colleagues to speed up the waiting line for check-out

- Prepared study report Cities of Opportunity through collecting, processing and organizing raw data into spreadsheets- Planned conferences and communicated with guests to highlight current accomplishments- Assisted managers in holding conference and media press