Calgary, Alberta, Canada
Tax professional with a focus on corporate tax provisions, indirect tax compliance, and ERP optimization. Core Expertise: • Full-Cycle Tax • Audit & Risk • ERP implementations • Leadership Bridging the gap between technical tax excellence and high-level business strategy.
- Prepare CAN income tax returns and related compliance filings. - Prepare quarterly and year-end tax provisions (CAN & U.S.), including effective tax rate analysis and movement explanations. - Assist with U.S. corporate income tax compliance and reporting requirements. - Conduct tax modeling, forecasting, and scenario analysis. - Assist with the completion of SR&ED claims. - Prepare and review transfer pricing files and process and ensure compliance with regulations. - Follow up of notice of assessments and investigate any discrepancies including preparation and recording adjusting journal entries. - Preparae management fee allocations and other intercompany reporting as required. - Monitor applicable tax legislation and provide guidance on potential impacts. - Prepare comprehensive memos detailing tax findings, implications, and recommendations. - Lead responses to tax audits, resolving issues and maintaining robust supporting documentation. - Research and analyze tax issues impacting the organization. - Provide guidance internally and externally on tax queries including local and cross-board tax matters. - Drive process improvements, enhancing efficiency and accuracy across tax operations. - Mentor and guide junior team member, including: • monthly sales tax returns (Canadian GST/HST, QST and PSTs in BC, SK and MB, and U.S. sales and use tax returns in 35 States and 13 cities). • CO and TX property tax returns. • new US tax filing registrations and business license applications as required. • Maintain sales tax tool (Avalara) and ensure all Exemption certificates are maintained and up to date.
• Indirect tax: GST/HST, QST and PSTs. • NOA and Tax GL reconciliation. • Internal point of contact for Indirect tax queries. • Government audits. • Research and tax memo preparation and workload improvement. • Tax system upgrades and intercompany scenario testing. • Corporate Tax: T2 & T5013 documentation, including deduction analysis. • Month-end Support: Interest allocation, expense accruals, and variance analysis. • Ad hoc research and complex problem-solving.