Vicky Chen Email & Phone Number

Markham

• Perform full cycle bookkeeping for firm clients in a timely manner
• Prepare financial statements and tax returns in accordance with firm standards for clients in a variety of businesses
• Audit financial statements of business clients as a team member
• Speak with clients, government agencies and with our partners and staffs
• Keep partners and other team members informed, on an ongoing basis, of progress and significant issues

Toronto North (Tax Seasonal)

• Deposit daily cash, issue debit card and western union draft, prepare daily, weekly, and monthly reports
• Interview clients for the purpose of preparing complete and accurate tax returns
• Prepare basic, intermediate, and complex T1 returns for individuals, families, students, and seniors
• Review T1 returns previously prepared by other representative (second look) and prepare T1 adjustment, assistance with government applications and benefit forms
• Perform job-related miscellaneous general office duties to obtain an objective

Markham

• Performed collections, accounts receivable/payable to meet objectives
• Prepared bank reconciliation, account reconciliation to prepare monthly ended and yearly ended reports
• Prepared payroll calculations and cheques for government remittances, payable and other payments on a timely basis; prepared weekly, monthly, quarterly and annual financial reports/presentations and ensure management.
• Analyzed financial statements, developed reports and documentations to certify the business operation in positive situation
• Dealt with mail and telephone inquiries regarding accounts receivable and payable
• Matched purchase order numbers with invoices to make sure invoices agree to purchase order

• Reviewed and checked income tax returns using various tax systems
• Researched and analyzed information concerning adjustments to tax returns
• Evaluated and calculated taxable income preparing arbitrary assessments
• Provided explanations and clarifications to taxpayers over the telephone or one to one by an appointment to obtain excellent customer service objectives
• Analyzed complex cases making recommendations and referrals to other departments to promote revenue collection on outstanding accounts
• Initiated delinquent action and performed collection issuing an enforcement letter and requesting compliance with federal tax filing

• Reviewed income tax returns updating relevant information on client’s accounts
• Analyzed clients’ account (e.g. payroll remittances, income statement) making decisions whether to issue trust examinations or not
• Wrote diary notes specifically related to the client's permanent case file
• Dealt with mail and telephone inquiries regarding filing and processing the tax returns
• Spoke on the telephone with the authorized individual(s) requesting taxpayers to compliance with Federal tax filing
• Trained peer on job duties at conclusion of a co-op work term