Kanchan Kumari

1. Preparation and Review Support – T2 Corporate Tax Returns

Assist in preparing Canadian corporate tax returns (T2) for clients in compliance with CRA (Canada Revenue Agency) guidelines.

Ensure all relevant schedules, forms, and tax adjustments are accurately included in the returns.

Perform initial quality checks on T2 returns before senior-level review.

2. CaseWare File Preparation and Review

Work on CaseWare engagement files, including financial statement mapping, trial balance integration, lead sheets, and supporting schedules.

Assist in documenting tax provisions, adjusting journal entries, and book-to-tax reconciliations.

Ensure documentation is complete, consistent, and in accordance with KPMG Canada’s file preparation and quality standards.

3. Tax Provision and Working Papers Documentation

Support in preparing and reviewing working papers related to tax provisions.

Ensure clear referencing, proper documentation of assumptions, and compliance with KPMG and CRA standards.

Validate supporting documentation for key tax positions and calculations.

4. Compliance and Quality Assurance

Ensure all work meets KPMG's internal quality control requirements and Canadian tax compliance standards.

Proactively identify issues or inconsistencies in files and flag them for resolution.

Maintain confidentiality and adhere to client-specific compliance protocols.

5. Communication and Coordination

Collaborate with onshore teams in Canada to clarify queries, discuss tax treatments, and align on engagement deliverables.

Participate in regular team meetings and training sessions to stay updated on tax laws and process improvements.

6. Tools and Technology Utilization

Utilize tools such as CaseWare, Taxprep, and iFirm (or similar KPMG platforms) to prepare and manage tax files efficiently.

Apply automation tools, templates, and best practices to enhance workflow accuracy and productivity.

1.Client Relationship Management

Manage and grow a portfolio of high-net-worth or key clients.

Build long-term relationships by understanding client needs and offering personalized banking solutions.

2. Business Development

Identify new business opportunities through referrals, networking, and market research.

Achieve sales targets across banking products (loans, deposits, investments, insurance, etc.).

3. Financial Advisory

Provide financial planning and investment advice tailored to client goals and risk appetite.

Keep clients informed about market trends and new financial products.

4. Credit and Risk Assessment

Analyze financial statements to assess creditworthiness for loan products.

Coordinate with credit and risk teams for timely loan approvals and renewals.