Jaden (Yu) Chen Email & Phone Number

Toronto, Ontario, Canada

Greater Toronto Area, Canada

• Prepared over 400+ final, ongoing, and new T3 returns for both Testamentary and Inter-Vivos, including registered plan trust, such as RRSP/TFSA/RRIF; Categorized clients’ U.S. account transactions and converted USD to CAD for T3 Trust Income Reporting• Conducted tax reporting for trust beneficiaries with due diligence and ensured accurate investment income reports for each client• Contributed to the pre-work of trust returns by gathering and analyzing all financial statements from multiple sources, including Non-resident tax, T3s, and T5s & reconciled with reports from CRA• Performed tax research & reporting for various types of trust via thorough analysis on investment return statements and contributed to the early completion of all tax reporting tasks with high accuracy and efficiency• Used CDS templates from TMX to calculate investment income including mutual fund income, capital gains, and eligible dividends for tax purposes, built Excel template to better consolidate information for complex CWMO accounts, resulting in better review experience, efficient filing, and accuracy

• Provided assurance, tax, financial reporting & analysis services to a diverse portfolio of 15 clients across construction, pharmaceutical, and professional services industries • Managed monthly accounting entries encompassing A/P, A/R, prepaid revenue, and fixed assets, while taking charge of month-end closing procedures and ensuring punctual generation of financial statements using QuickBooks • Prepared financial statements, compiled supporting documentation, solved accounting issues and presented to partners and client • Developed comprehensive, step-by-step documentation to facilitate the training of new colleagues in payroll processing, bookkeeping, and personal tax return preparation.• Utilized previous year's examples and offered ample support to ensure a smooth learning experience for the trainees

Oakville

• Conducted bookkeeping for multiple corporations by analyzing bank statements and invoices. Ensured accurate categorization of each account, maintaining precision and thoroughness throughout the process • Efficiently completed more than 150 personal tax returns during the tax season by organizing client documents and maintaining proactive communication. Ensured a positive client experience by providing exceptional service and addressing their needs • Successfully mitigated a tax penalty of approximately $300,000 through meticulous preparation of the client's auditing documents, thorough analysis of CRA working papers, and comprehensive evaluation of the client's tax situation • Exhibited attention to detail while processing payroll, and calculating wages based on time records, benefits, taxes, and temporary wage subsidies. Utilized Wage point, QB Online, and ADP for efficient payroll management

Master Of Management & Professional Accounting

Bachelor'S Degree, Accounting(Co-Op), Cumulative Gpa: 3.7/4.0

Activities and Societies: Director of Finance, Brock University Chinese Students' and Scholars AssociationHonors & awards • First Class.