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Detail-oriented CPA Candidate with experience in Canadian public practice accounting, focusing on personal and trust taxation for high-net-worth clients. Expertise in complex tax planning, including Section 85 rollovers, Capital Dividend Accounts, and TOSI. Skilled in liaising with CRA and Revenu Québec to resolve compliance issues and manage tax engagements effectively.

Accomplished Staff Tax Accountant with a proven track record at EY, specializing in the preparation of Canadian and US tax returns for diverse entities. Excelled in tax compliance and client relationship management, demonstrating exceptional teamwork and leadership skills. Expert in optimizing project delivery and enhancing tax planning strategies, ensuring timely and accurate compliance.

Experienced tax staff with a strong background in complex problem solving, strategic planning and project management skills. Currently employed at Moss Adams, I have been involved in tax related projects and have demonstrated my ability to work effectively in a team. I have taken on roles as a trainer and mentor for incoming staff/interns scoping outside the tax department. My educational background includes a bachelor’s degree in business administration where I was participating in various leadership roles and organizing events to help bring awareness to different philanthropies. Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Experienced with mobility consulting and delivering comprehensive relocation solutions. Utilizes strategic planning and client-focused approaches to enhance workforce mobility. Track record of successful client relations and seamless transition management.
Savvy Tax Associate develops well-rounded tax foundation by preparing various tax returns, tax planning, and special projects for tax engagements within variety of industry niches. Knowledgeable of tax laws related to all reporting entities and taxing authorities to prioritize and manage assignments of varying sizes and complexity within schedule and budget. Proficient in Microsoft Office tools, tax compliance process software and tax research databases.
Tax professional prepared for senior-level responsibilities in tax planning and compliance. Proven ability in managing and optimizing tax return processes, ensuring adherence to regulatory standards. Emphasizes team collaboration and adaptability to meet dynamic client needs, with strong analytical and advisory skills.
Developed strong analytical and problem-solving skills in fast-paced, client-focused environment. Skilled in tax planning, compliance, and financial reporting, with strong focus on accuracy and efficiency. Looking to transition into new field where these skills can drive significant contributions and impact.

Whitney Lollis

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Tax Staff I

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MBA - Accounting

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Tax Staff I

Barista

MBA - Accounting

BBA - Accounting

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