Tax Analyst

Madeleine Aubin

***–*** Gamble Ave

Toronto, ON M4K 2H2

Home 647-***-****

Cell 416-***-****

*******@****.***

SKILLS

Understanding on Income Tax Act, Provincial legislation, Canada-US protocol

Follow up from federal budget to Notice of Ways and Means Motions to Proposed Legislation and Explanatory Notes, Income Tax Act

Years preparing personal taxes, exposure to corporate taxes, US taxes and Quebec tax

Self-learner and regularly attending seminars and taking courses

WORK HISTORY

1990-1991 H&R Block, Quebec, QC

1992-2001 H&R Block, Calgary, AB

2001- 2009 Intuit Canada, Calgary, AB

2009 – 2015 Intuit Canada, Mississauga, ON

2016 – INNumbers, Richmond Hill, ON

2018 full year – Intuit Canada, Mississauga, ON

H&R Block – Tax Preparer (1990-2001)

Interview clients, prepare personal tax returns from simple to most complex

(business, rentals, investments, foreign pension, US dual citizens, non-residents)

Supervise some bookkeeping for clients, prepare Corporate returns (CCPC),

T4’s, T5’s, GST returns

Prepare US returns for dual citizenship and non-residents with US income

Intuit – Tax Analyst (2001-2015)

Profile software development

Interpret federal and provincial tax legislation, regulations, forms and instructions

Summarize changes and when and how to implement them

Provide for calculations, and relationship between different modules

Implement new forms, worksheets

Test implication of new forms and calc. on other parts of the software

Research Justice Department, CRA web site, Government Budgets, and Canada Gazette

Collaborate with other teams when needed

INNumber – Tax Preparer (4 weeks 2016)

Prepare returns (Use of TaxPrep and Caseware)

Intuit – CW Tax (2018)

Tax Analyst – Profile T1/TP1 updates and implementations

EDUCATION

CPA, CGA designation (CGA-Alberta) (2003)

In-Depth Tax Course (2009-2010)

CQFF 2014 – 2018

Volunteering

Tax Clinic Intuit 2014-2018

Tiff – 2017-2018

Contact this candidate