Paul Jonas, Cpa,Cga Email & Phone Number

Toronto, On, Ca

Concord, Ontario, Canada

The Greenpark Group is a major land developer and residential builder. Involved as the primary reviewer of indirect tax audit submissions and provide strategic advise to the various Senior Management groups in regards to audit requests. Advising on all compliance and documentation matters regarding the many joint ventures, trusts and agency arrangements and for the hundreds of GST/HST registrations in place. Liaise directly with all auditors with the view of building positive relationships and accommodating the government auditor's needs as required efficiently for all parties in the process.My role also includes the managing of the group’s US investment portfolio with respect to IRS corporate income tax filings and Florida Sales and Use Tax filings. This compliance work for the filing of all tax activities for this group of U.S. entities is accomplished through partnering with a U.S. tax expert specialist firm.

Toronto

Managed all compliance and advisory aspects of a group of companies comprising of more than 150 active GST/HST/QST registrations. Strategized solutions and researched items raised during audits in the areas of documentation requirements for the claiming of input tax credits, related parties transactions, self supply, selected financial institution filings and matters with respect to registrations for a growing number of entities. Re-engineered legacy processes and implemented new automated and stream lined procedures with respect to reporting, filing, approvals and payments across all environments. Identified gaps with respect to the commodity tax process.Used JD Edwards software and Insight reports in developing analytic tools for the support for the massive amounts of filing. Managed staff during changing environments.Extensive real estate indirect tax training in both commodity and income tax through CPA development courses.

Lectured the following courses: Introduction to Auditing, Introduction to Accounting and Introduction to Management Accounting.

Taxation Department

Lead and sustained a high performing team responsible for Canadian commodity and sales tax planning and advice provided to BMO Financial Group's lines of business (LOBs) and Corporate Groups with respect to Canadian federal Harmonized and Goods and Services Tax (HST,GST) and Quebec Sales Tax (QST) return process, and audits of these returns and provincial sales tax (PST) returns by Canadian tax authorities. As a specialist Accountant, leveraged a broad network of contacts in the industry to ensure application of commodity tax principals.Oversaw foreign (non-US) commodity tax returns and audits of the returns by tax authorities. Manages effective relationships with senior personnel of Canadian Finance Groups and Canadian and foreign (non U.S.) LOBs and Corporate Groups regarding these tax mattersAnalyzed extensive databases in creating Bank's methodology for recovering of input tax credits with the proficient use of idea and excel.Researched the taxability of the Bank's products and services to ensure compliance to the Excise Tax Act .Mentored and coached supporting staff who had no previous training and understanding of commodity tax fundamentals.

Lectured the following courses: Personal and Corporate Taxation (Webinar), Introduction to Auditing andAdvanced Auditing. Also led Exam reviews for auditing and reviewed Accounting theory course materials for the Association.

Lectured financial planning courses (Income tax, Retirement Planning, Wealth Mangement and Estate planning) and Statistics.

Taxation Department

Corporate Accounting

Certified General Accountants Of Ontario

Bachelor Of Science (Bsc), Psychology