Leslee Dave Arpon, CPA, CTT, MRITax

Experience

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  Land Bank of the Philippines

  May 2013 - Oct 2013

  Accounting Staff

  I assisted in processing and reconciling various accounting documents, including invoices, departmental billings, reimbursements, cash receipts, vendor statements, and journal vouchers. I prepared reports on top depositors for specific periods, ensuring the accuracy of the data. Additionally, I applied my accounting knowledge and utilized spreadsheets to maintain records and review information for accuracy.

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  Navarro Amper & Co. ( A Member firm of Deloitte Touche Tohmatsu Limited)

  Nov 2014 - Jan 2019

  Senior Associate

  I gained advanced technical expertise in audit and tax through rigorous training and hands-on experience. I led client engagements, acting as the primary liaison and customizing services to meet client needs. I provided professional tax services, including the preparation and review of tax returns (ITR, VAT, WHT) for corporate clients. Additionally, I conducted year-end and interim audits across various industries, ensuring compliance with legal standards and timely report submissions.

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  Arpon Accounting Services

  Mar 2017 - Dec 2022

  Public Practitioner

  I provided a broad range of financial services designed to optimize operations and drive business success. I specialized in Audit Services, delivering thorough audits that ensured compliance while offering valuable insights for growth.In addition, I streamlined Payroll Solutions with precision, ensuring timely and accurate payments while adhering to tax regulations. I also maintained meticulous Bookkeeping records to facilitate informed decision-making and smooth business operations.My expertise extended to Tax Services, where I assisted clients with expert tax planning, preparation, and filing to optimize tax positions and minimize liabilities. I also provided Consultancy, offering strategic guidance tailored to clients’ business goals, helping them navigate challenges and seize opportunities.Finally, I assisted clients with Business Registrations, ensuring they met all regulatory requirements for smooth and compliant operations. My mission was always to empower businesses through practical financial solutions, building strong foundations for growth and success. Show less

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  GRABSUM School Inc.

  Jun 2018 - Dec 2021

  Accounting Professor

  Designed and developed curriculum plans to enhance student learning and foster engaging discussions. Mentored and trained teaching assistants and junior lecturers to ensure high-quality instruction. Regularly reviewed teaching methods and materials, providing recommendations for continuous improvement.

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  TaskUs

  Jan 2019 - Aug 2022

  Led tax compliance for TaskUs entities in the Philippines, including managing BIR compliance for branches. Independently handled a major tax audit, reducing assessed tax by 90%. Supported VAT refund applications for the Taiwan branch and ensured global tax compliance across all entities.

  • Finance Manager

    May 2021 - Aug 2022

  • Acting Finance Officer

    Oct 2020 - May 2021

  • Finance Analyst (Supervisor)

    Jan 2019 - Oct 2020
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  Testronic

  Aug 2022 - Nov 2022

  US Accountant

  Led the financial transition for a newly acquired company, improving statement accuracy and reporting quality. Reconciled fixed asset activity with tax depreciation, ensuring compliance and proposing adjustments. Prepared forecasts, budgets, and variance analyses to support financial planning and managed cash flow reconciliation to ensure sufficient funds for obligations.

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  Athena

  Dec 2022 - now

  Finance Manager

  I lead tax compliance for multiple entities, ensuring adherence to regulatory standards and smooth operational processes. I spearheaded the successful registration of the Philippine entity, including secondary registration, to streamline compliance efforts across the business.Additionally, I developed and implemented a comprehensive compliance process for company entities, reducing risk and promoting consistent regulatory adherence. I also took the initiative to drive the registration of QuickBooks Online, helping optimize financial systems, while guiding cross-functional teams in strengthening controls and improving overall team processes.By focusing on efficiency and collaboration, I strive to create scalable and effective financial strategies that support the growth and success of Athena’s global operations. Show less

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  Finalyze CFO Services

  Sept 2024 - now

  Tax Accountant

  As a Tax Accountant at Finalyze CFO Services, I specialize in providing accurate and efficient tax solutions to clients while ensuring full compliance with Canadian tax laws and regulations. My responsibilities include preparing corporate and personal tax returns using Taxprep, conducting thorough research with Thomson Reuters tax search software, and delivering tax memorandums tailored to client needs.By combining technical expertise with strategic insights, I support effective tax planning initiatives that optimize client outcomes and align with regulatory requirements. Show less