Namrata Devale

Experience

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  H&R Block

  Jan 2017 - May 2017

  Tax Professional / Customer Service Professional

  • Prepared and filed 78 tax returns for a variety of clients by interviewing them to obtain additional information about their taxable income, allowances, deductible expenses and determining the right deductions and credits to claim• Provided excellent service to clients gaining a 10/10 score in most customer reviews• Gave advice to clients to reduce their taxes and answered queries thus strengthening their faith in the company and ensuring repeat business• Contacted Canada Revenue Agency to investigate and find more information about penalties, interest or amount owing by the client• Booked appointments for new and returning clients through Prior Client Calling Program and performed other reception duties and administrative tasks Show less

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  Sandhu Professional Corporation

  Sept 2017 - Sept 2019

  Accounting Technician

  • Successfully managed full cycle bookkeeping for 35 corporations by analyzing and recording transactions, making journal entries, maintaining general ledger accounts, reconciling accounts, filing GST and assisting with the preparation of Notice to Reader Financial Statements•Performed full cycle payroll duties including preparing biweekly/monthly payroll for around 100 employees (hourly/salary) of multiple businesses, managing new hires, processing Record of Employment, calculating monthly remittance to Canada Revenue Agency and generating T4, T4A’s, T5018, T5 and WCB returns•Assisted clients with their queries by providing information and instructions. Also, communicated with the Canada Revenue Agency on their behalf and assisted with GST/Payroll audits•Prepared and filed personal income taxes for professionals, self-employed, students, etc. using Profile•Training Junior Accountants and reviewing their work on a timely basis•Organizing work to make sure that the deadlines are met Show less

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  MNP

  Sept 2019 - Dec 2022

  Accounting Technician

  • Develop around 150 Notice to Reader Financial Statements throughout the year using CaseWare for a diverse customer base and prepare corporate tax returns, T4, T5, T5018, T4As using Tax Cycle • Manage full cycle Bookkeeping for mid-sized to large businesses. Record transactions, reconcile bank accounts, A/P, A/R, file GST, develop monthly, quarterly, and annual Profit and Loss statements and Balance Sheets for customer • Prepare monthly and semi-monthly payroll, calculate remittances and prepare T4 slips• Assisted in Canada Revenue Agency GST/Payroll audits for various clients and provide guidance • Prepare personal income tax returns for employed and self-employed individuals• Mentor and train new hires and clients on QuickBooks Online• Review coworkers bookkeeping and provide feedback Show less

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  On-Board Accounting

  Jan 2023 - Nov 2023

  Senior Staff Accountant

  • Draft Notice to Reader Financial Statements using CaseWare for a diverse customer base and prepare corporate tax returns, T4, T5, T5018, T4As using Tax Cycle/Profile• Assist with month end - review and prepare month end journal entries (accruals, non reoccurring etc.), various balance sheet schedules, variance analysis and financial statements • Manage full cycle Bookkeeping for mid-sized to large businesses. Record intercompany transactions and investments, reconcile bank accounts, A/P, A/R, file GST• Prepare personal income tax returns for employed and self-employed individuals• Mentor and train new hires and clients on QuickBooks Online and review their bookkeeping and provide feedback Show less

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  Lammle's Western Wear

  Nov 2023 - now

  Assistant Controller