Raghav Bagri
Summary
Detail-oriented BBA Accounting graduate skilled in financial and managerial accounting, taxation, and auditing. Experienced in preparing and filing Canadian personal income tax returns for multiple clients. Proven ability to analyze company performance and develop strategic solutions through case studies and research. Pursuing an entry-level Financial Analyst or Tax Associate role in India.
Overview
2
2
years of professional experience
Work History
Tax Preparer
Independent Canadian Personal Tax Filing Assistance
Vancouver
12.2023 - 12.2025
- Prepared and filed Canadian personal income tax returns in TurboTax for approximately 10 individuals annually from 2023 to 2025.
- Reviewed client income and tax documents to ensure accuracy in return preparation.
- Applied taxation and accounting concepts to individual tax situations, clarifying information with clients to facilitate accurate filings.
- Managed personal and financial information with discretion and meticulous attention to detail.
Education
Bachelor of Business Administration (BBA) - Accounting
Simon Fraser University (SFU) & Yorkville University
Vancouver, BC03-2025
Skills
- Accounting & Finance: Financial Accounting; Managerial Accounting; Taxation; Auditing; Bookkeeping; Financial analysis
- Software: Microsoft Excel (Intermediate); QuickBooks; TurboTax; Microsoft Word; Microsoft PowerPoint
- Canadian tax preparation
- Tax Compliance
- Professional: Attention to Detail; Research; Written Communication; Problem-Solving; Confidentiality
- TurboTax filing
- Personal income tax
Personal Information
Title: TARGET ROLES: FINANCIAL ANALYST | TAX ASSOCIATE
ACADEMIC PROJECTS
PNB Housing Finance Limited — Business Case Analysis, Analyzed business challenges, market position, operational issues, management structure, and growth opportunities., Evaluated strategic alternatives and developed recommendations related to operations, communication, customer relationships, and organizational development., WestJet Airlines — Social Media Strategy Case Analysis, Analyzed social media strategy, customer engagement objectives, competitive conditions, and resource constraints., Evaluated emerging-platform options and developed recommendations focused on cost-effective marketing, brand awareness, customer engagement, and loyalty., Walmart — Corporate Research Project, Outlined a mixed-method research approach combining quantitative financial information with qualitative business and industry research., Identified sources including annual reports, financial statements, SEC filings, market data, and academic research to examine corporate strategy and market position.
Timeline
Tax Preparer
Independent Canadian Personal Tax Filing Assistance
12.2023 - 12.2025
Bachelor of Business Administration (BBA) - Accounting
Simon Fraser University (SFU) & Yorkville University