Hart Legal Services

Senior Manager – Corporate Tax Reporting• Managed 22 Senior Tax Administrators.• Managed Year End Tax filing for Canada Revenue Agency (CRA), and Internal Revenue Services.• Built strong relationships between CIBC and various governing agencies as well as multiple vendors• Project stakeholder on projects related to tax reporting for new and existing products.• Developed and illustrated tax reports and presented it to stakeholders, clients and senior management• Strong knowledge of risk management and internal control practices. • Implemented changes and launched the Branch Tax Guides for multiple lines of business.• Single Point of Contact with Canada Revenue Agency.• Recruited staff and team leaders.

Business Consultant - Operations and Production Support - Product Management• Led and implemented various size projects, such as Safety Deposit Box, Retirement Income Fund, Registered and Non-Registered Saving Plans.• Application owner of Registered and Non-Registered products.• Project lead on Tax Free Saving Account (TFSA) development and implementation.• Consulted on regulatory/compliance/privacy issues and changes pertaining to multiple financial products.

Client Relationship Manager/Liaison Officer• Eastern and Western Region escalation Single Point of Contact for Bell Canada and its subsidiaries, 407 ETR, Currency operations for TD/CT & CIBC, Wealth Management and Card Products.• Managed and resolved all escalated issues within the Service Level Agreements (SLAs).• Improved Client Satisfaction Rating from 2.9 to 4.9 rating out of 5 over a 6 months period.