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Work Experience
Tax Analyst
Deloitte• May 2022 - Present
Incoming Tax Analyst in the Business Tax service line. Start date: September 2022.
Customer Experience Associate
TD Canada Trust• May 2021 - September 2021
- Processed financial transactions, comprehended customers' demands, and recommended over 20 depository, savings, investing, and lending products to meet customers' needs. - Delivered exceptional customer experiences in a fast-paced environment with the second-most over-the-counter transactions in the Toronto-Central district. - Created referrals for high-net-worth individuals and small/commercial businesses, as requested, to Personal Banking Associates and Financial Advisors at the branch or Financial Planners at TD Wealth to address more complicated investment and lending needs.
Tax Associate
KPMG• September 2020 - April 2021
- Processed financial data through industry-leading applications and Excel functions for at least 40 hours per week. - Investigated potential issues while generating tax reports and documents for over 200 mutual funds and ETFs. - Researched more than 300 corporate actions in North America and beyond and analyzed related tax consequences.
Education
George Brown College
Business Administration - Finance, Advanced Diploma• September 2019 - April 2022
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