Tax Compliance Accounting Professional Pivoting to CX Operations
Cavite
Customer focused professional with over 5 years of experience in tax compliance, client relations, and financial operations. Skilled in client education, issue resolution, and process improvement. Experienced supporting remote clients and internal teams across Canada, the United States, and other international markets.
Canada Revenue Agency, full_time
Jan 2023 to Jun 2026
• Coordinated accurate, timely filing of GST/HST returns for registrants, ensuring compliance with regulatory requirements in a high volume environment. • Reviewed registrant filing history to identify gaps and non compliance, guiding clients through corrective steps to restore good standing. • Educated registrants on filing obligations and deadlines, reducing late and missed filings across a large client base. • Monitored updates to compliance procedures, proactively informing clients of changes and communicating account status, including amounts owing, when relevant.
Atira Property Management Inc., freelance
Sep 2022 to Jun 2024
•Implemented standardized reconciliation procedures, improving financial data accuracy by 20 percent. • Enhanced reporting accuracy by categorizing expenses and transactions within Sage300 and Yardi. • Produced monthly expense distribution reports supporting property accountants in client facing financial analysis.
Canada Revenue Agency, full_time
Aug 2021 to Aug 2024
• Guided taxpayers through filing requirements via phone and written communication, resolving inquiries efficiently. • Verified accuracy of client information across multiple systems, maintaining strong attention to detail under time pressure. • Managed and prioritized multiple concurrent workflows to meet service level expectations. • Developed training references used to onboard new team members, supporting team wide service consistency.
Canada Revenue Agency, full_time
Jan 2021 to Aug 2021
• Handled high volume inbound calls, managing payment arrangement requests and negotiations in line with approved policy. • Assessed and triaged taxpayer inquiries, routing calls to the correct department for first contact resolution.