• Provided accurate tax information and guidance for personal tax returns, ensuring compliance with tax regulations and maximizing client benefits.• Reviewing income documents, including investment income such as T3, T5, T5008 and deductible expenses, to optimize deductions and credits.• Communicated with clients to gather necessary information, explain tax strategies, and answer inquiries.• Conducted detailed tax planning and analysis to identify opportunities for tax savings for clients.• Prepared and filed individual tax returns, ensuring compliance with federal, and province tax laws.• Researched and interpreted tax regulations, guiding current and emerging tax laws.• Advised clients on strategies to minimize taxable income using RRSPs, RESPs, TFSAs and Charitable donations.• Maintained strong client relationships and delivered superior customer service while adhering to CRA policies and restrictions.• Applied CRA regulations and policies to resolve client inquiries and troubleshoot issues.

• Processed accounts payable documents, including invoices and purchase orders, ensuring accurate data entry.• Managed timely entry of invoices into the accounting system for supplier payments.• Set up new vendors and coordinated payment proposals and approvals.• Ensured proper classification of invoices to prevent duplicate payments.• Optimized accounts payable processes, reducing processing time and enhancing vendor relationships through prompt payments.• Balanced and reconciled payments and invoices, investigating and resolving discrepancies.• Maintained accurate records of accounts payable transactions.• Oversaw accounts receivable operations, including invoicing and collections, resulting in a reduction of overdue accounts.• Prepared and issued invoices to patients and Insurance companies promptly.• Managed cash receipts and processed banks deposits.• Monitored and followed up on overdue accounts to reduce outstanding balances.• Conducted account reconciliations and resolved discrepancies.• Maintained accurate records of accounts receivable transactions.• Analyzed aging reports to prioritize collection efforts and improve cash flow.• Prepared and analyzed monthly, quarterly, and annual financial statements, ensuring compliance with accounting policies and regulations.• Collaborated with department heads to develop comprehensive forecasts, aligning financial targets with strategic objectives.• Maintained the general ledger, ensuring accurate recording of transactions and monthly reconciliations.• Assisted with month-end closing and financial statement preparation for internal and external audits.• Implemented and maintained internal financial controls and processes for annual audits.• Supported financial audits by providing necessary documentation and insights to cross-functional teams.• Performed other duties as assigned.