Experience

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  Conocophillips

  Sept 2006 - May 2008

  Co-op student

  Processed and validated surface and mineral leases for all vendorsBooked revenue from well sites at month endProcessed electronic and manual joint interest billings for a designated group of companiesCommunicated with internal and external Joint Interest Representatives to verify workinginterests as well as solve any pending disputes in regards to well sites

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  Collins barrow

  Sept 2008 - Feb 2010

  Staff accountant

  Managed a client base that included private investment firms, real estate companies andnumerous sole proprietorships, across a variety of industriesReviewed and analyzed financial information and completed annual financial statements forprivate corporationsCompleted corporate tax returns while offering tax saving solutions based on clientobjectives and company activitiesGained practical experience in applying appropriate audit procedures to test audit assertionsAcquired experience in personal tax filings including date of death returns Show less

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  Bdo canada

  Mar 2010 - Apr 2012

  Senior tax accountant

  Developed and implemented strategies for clients to capitalize on business opportunitiesCommunicated with tax authorities on tax audits, appeals, and various tax mattersPrepared personal, trust, and corporate income tax returns along with other tax informationreturnsResearched various tax issues and prepared memorandums, client letters, or reportsWorked with an expansive client base comprised of various industries

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  Moodys llp tax advisors

  Apr 2012 - Jul 2012

  Tax associate

  Providing solutions and tax optimizing strategies to individuals and private corporations that are understandable and relevant to the clients objectives. Perform research on a variety of domestic and international tax issues for corporations, individuals, trusts, estates, and partnerships. Prepare and review complex corporate, personal and trust tax returns.

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  Bdo canada

  Sept 2012 - Jun 2015

  Specializing in corporate tax, trust, and estate planningDevelope, reorganize, implement corporate structure, new tax strategies and plans to meet our clients ever changing objectivesResearched various tax issues and prepared memorandums, client letters, or reportsCommunicated with tax authorities on tax audits, appeals, and various tax mattersReview personal, trust, and corporate income tax returns along with other tax information returns Developed and implemented strategies for clients to capitalize on business opportunitiesCommunicated with tax authorities on tax audits, appeals, and various tax mattersPrepared personal, trust, and corporate income tax returns along with other tax informationreturnsResearched various tax issues and prepared memorandums, client letters, or reportsWorked with an expansive client base comprised of various industries

  • Tax Manager

    Sept 2013 - Jun 2015

  • Senior Tax Accountant

    Sept 2012 - Sept 2013
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  Bmo nesbitt burns

  Jul 2015 - Oct 2016

  Senior manager, tax and estate planning

  Provide support on Tax, Estate and Business Planning considerations and acts as a subject matter expert to help Investment Advisors develop specific client strategies to broaden the dialogue, consolidate client assets, and increase revenues. Write Tax, Estate and Business Succession Planning articles on emerging matters of relevance to IAs and HNW clients.Prepare and deliver presentations / seminars periodically to external clients on emerging tax, estate planning, trust and wealth transfer topics.Meet directly with HNW clients / prospects through deal team interaction with IAs and other financial professionals to outline potential tax, estate, wealth transfer and business succession strategies. Show less

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  Bmo wealth management - canada

  Nov 2016 - Sept 2019

  Director, tax planning

  Provide support on tax, estate, business, and insurance planning considerations and act as a subject matter expert to assist Investment, Estate, and Insurance Advisors develop specific client strategies to broaden the dialogue, consolidate client assets, and increase revenues. Educate team members through writing tax, estate and business succession planning articles on emerging matters of relevance to Advisors and High Net Worth clients.Prepare and deliver presentations / seminars periodically to external clients on emerging tax, estate planning, trust and wealth transfer topics.Meet directly with HNW/UNHW clients / prospects through deal team interaction with IAs and other financial professionals to outline potential tax, estate, wealth transfer and business succession strategies. Show less

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  Sun life

  Sept 2019 - now

  Director of advanced planning

  Provide tax support on advanced and complex client scenarios using tax and insurance planning strategies and act as a subject matter expert in assisting Investment and Insurance Advisors developing tailored client strategies to broaden the dialogue, consolidate client assets, and increase revenues. Educate planners and advisors through writing tax, estate and business succession planning articles on emerging matters of relevance to Advisors and High Net Worth clients.Prepare and deliver presentations / seminars periodically to external clients on emerging tax, estate planning, trust and wealth transfer topics.Meet directly with HNW/UNHW clients/prospects through deal team interaction with advisors, financial planners, and insurance advisors to outline potential tax, estate, wealth transfer, and business succession strategies. Show less