Allen James

Tax Associate at C-Note Tax Solutions (Dec 2024 – Jun 2026)

• Prepared individual tax returns (T1 Generals) using TaxCycle; managed end-to-end filing process from client intake through CRA submission

• Handled multi-channel client interactions, phone consultations, walk-in appointments, and online portal intake, capturing complex financial information and addressing client questions

• Managed specialized tax areas including RRSP/TFSA optimization, capital gains/losses, rental income, moving expenses, and detailed deductions

• Fielded client inquiries on corporate tax filings; researched and addressed basic questions on business tax requirements

• Reviewed and corrected tax filings from other firms; identified discrepancies and ensured compliance with CRA regulations

• Maintained company client portal; processed digital document submissions and client profile data for intake workflow

• Assisted clients in understanding tax obligations and available deductions or credits.

• Supported performance management initiatives, leading to a 20% increase in fraud detection accuracy and customer retention.
• Enhanced customer experience by ensuring that processes met institutional requirements for accuracy and compliance.

• Managed financial transactions and ensured compliance with company policies.
• Processed invoices and maintained accurate vendor records efficiently.
• Utilized accounting software to track expenses and reconcile accounts effectively.
• Provided support during annual financial audits and prepared necessary documentation.
• Analyzed financial discrepancies and recommended solutions for improvement.