Umair Arif

Manager Book keeping, US & Canada Taxation

Vision

Jul 2024 - Present • 2 yrs 4 mos

Accounting & Software Setup Accounting Software Integration: Configured and integrated client-tailored accounting systems (e.g., QuickBooks Online, Xero) to streamline financial workflows, reporting, and data management. Full-Cycle Bookkeeping: Maintained complete and accurate bookkeeping records, general ledgers, and account reconciliations in compliance with applicable accounting standards. Financial Reporting & Analysis Financial Statement Preparation: Compiled key business financial reports, including Profit & Loss (P&L) statements, Balance Sheets, and management performance reports. Aging & Cash Flow Analysis: Generated and reviewed Accounts Receivable (A/R) and Accounts Payable (A/P) aging reports to optimize cash flow management and collections. Canadian Tax Compliance & Advisory Corporate & Personal Income Tax Returns: Prepared and filed T1 Personal Income Tax Returns and T2 Corporate Tax Returns in compliance with CRA rules and regulations. Sales Tax Compliance: Calculated, prepared, and submitted periodic GST/HST returns accurately to ensure timely filings. CRA & Client Communication: Served as the primary liaison between clients and the Canada Revenue Agency (CRA), managing correspondence, inquiries, and tax account reviews.

Book Keeping and Tax Consultant

Dimov,

Dec 2022 - Jun 2024 • 1 yr 6 mos

Accounting & Systems Implementation Software Integration & Setup: Customizing and integrating accounting software (e.g., QuickBooks, Xero) tailored to specific client needs and operational workflows. Full-Cycle Bookkeeping: Managing comprehensive bookkeeping operations to ensure accurate financial records and ledger integrity. Financial Reporting & Analysis Financial Statement Preparation: Generating core business reports, including Profit & Loss statements, Balance Sheets, and cash flow insights. Receivables & Payables Management: Producing and analyzing Accounts Receivable (A/R) and Accounts Payable (A/P) aging reports to maintain healthy cash flow monitoring. Canadian Tax Compliance & Filings Tax Return Preparation (T1 & T2): Preparing accurate T1 Personal Income Tax Returns and T2 Corporate Income Tax Returns in compliance with Canadian tax legislation. Sales Tax Compliance: Calculating, preparing, and filing periodic GST/HST returns accurately and on schedule. CRA Representation & Client Advisory: Serving as the direct point of contact for clients and liaising directly with the Canada Revenue Agency (CRA) to resolve inquiries, manage tax audits, and handle official correspondence.

Accountant

7-Eleven

Mar 2020 - Aug 2022 • 2 yrs 5 mos

Ledger Management & Bookkeeping: Maintained general ledgers with accuracy, ensuring proper bookkeeping and systematic recording of all financial transaction entries. Invoicing & Billing: Prepared and issued accurate client invoices in a timely manner, following up on payment statuses to ensure smooth billing workflows. Ledger Reconciliation: Performed periodic reconciliation of ledgers and accounts to identify and resolve discrepancies, ensuring data integrity across financial records. Bank Transaction Tracking: Tracked and recorded all company bank transactions, ensuring continuous oversight of cash inflows and outflows.