Oliver Kwan Email & Phone Number

Burnaby, British Columbia, Canada

Look after the full set of books and work with an outside firm for year-end financial statements preparation.

Richmond, Bc

Reconcile US/Canada Excise Tax Related GL Accounts and month end accruals

Vancouver, Canada Area

- Provide accounting / bookkeeping service for local small business

Surrey, Bc

-Prepare monthly project job cost reports against budget for various construction projects and review result with project managers-Prepare claims to developers for payments to sub-contractors-Handle payroll, month-end and year-end accounting funtions-Implement Sage Timberline and provide basic IT support-Provide business advices to the owner

Calgary, Canada Area

- Setup a new branch office

Vancouver, Canada Area

-Prepared financial statements, month end and year end closing. -Reviewed daily account payable invoices processed and arrange payments.-Acted as backup of credit controller to oversee account receivable, bad debt and FX.-Reconciled various GL accounts and provide analysis for inconsistent transactions.-Filed GST/HST returns, tax installment and reviewed corporate income tax return.-Worked with bankers, lawyers and company owners for various company projects.-Worked with suppliers and customers for credit issue and build a long term relationship-Acted as business development and financial advisor to the owners.

Vancouver, Canada Area

- Prepared financial statements and bank reconciliation for one of the subsidiaries and various accounting schedules. - Filed monthly GST, PST and QST returns for all Canada subsidiaries.- Updated monthly tax provision of subsidiaries in various countries.- Acted as liaison to provide information to KPMG to prepare tax returns.

Vancouver, Canada Area

- Prepared Canadian and U.S. subsidiaries corporate income tax returns.- Assisted in U.S. and Canadian tax provision- Filed monthly GST and PST returns and self-assess U.S. offices state use tax.- Kept track of various investment accounts gain/loss monthly for tax purpose.- Assisted in various projects assisted by Tax Manager and Accounting Manager.

Burnaby, Canada

- Determined, updated and implemented new procedures for filing US sales tax returns under the new system-Vertex.- Assisted in testing and maintaining exemption records in Vertex and sales tax rules due to new regulations.- Reconciled various sales tax related accounts on a monthly basis in SAP.- Worked with internal and external parties to resolve any sales tax related issues.

Burnaby, Canada

- Prepared quarterly and year-end Canada tax provision with SAB101, USGAAP and Fresh Start effect.- Assisted in US tax provision schedules and prepared M1 adjustments schedules.- Reviewed miscellaneous US tax returns, depreciation and other schedules.

San Francisco Bay Area

- Prepared partnership return paperwork for Ernst & Young to prepare and review partnership returns based on accounting information in SAP.- Filed amended returns due to IRS audit.- Assisted in various projects to analyze transfer pricing tax effect.

Burnaby, Canada

Assistant Tax Manager ( Oct 98 – Oct 99 ) Advanced Tax Accountant ( Oct 97 – Sep 98 )Tax Accountant ( Jan 97 – Sep 97 )- Reviewed and prepared the following Federal tax returns:- Single corporation income tax returns.- Amended and/or short-year corporation income tax returns.- Organization exempt for income tax.- Reviewed and prepared the following State tax returns: - Single or consolidated corporation income tax returns.- License tax return, franchise tax return and net worth tax return.- Personal intangible property tax return and personal tangible property tax returns.- Reviewed and prepared: - Forms 1099 – Information returns.- Calculation of taxable automobile benefits for US tax purpose.- Fixed assets depreciation and intangible amortization schedules.- Calculation of quarterly estimated taxes and extension of time to file tax returns.- Reviewed assessments, tax notices and inquiries from various operation locations and supervised staff to take appropriate action.- Trained new staff to use Fast Tax Insource CS program to prepare corporation income tax returns and property tax returns and scheduled job allocation to staffs.

Greater Chicago Area

- Reconciled major internal holding accounts and checking accounts for withholding tax. - Submitted withholding tax from pension to IRS and other state and local tax agencies based on the assigned schedule.- Researched any pension withholding tax inquiries from clients, IRS and State authorities and reported the resolutions to the appropriate internal and external parties.- Organized year-end project to reconcile the withholding tax submitted to various tax authorities and the withholding tax from each pension plan.

Ba, Accounting And Actuarial Science

Associated Degree, Accounting

Gradurated with Honor