Tax Puzzle Solutions

Accounts Receivable | Administrative Coordinator | Finance | Sep 2022 - October 2023

Tax Puzzle Solutions | BC, Canada

  • Coordinating with executives to schedule meetings, set deadlines, and maintain detailed meeting minutes.
  • Managing client communications effectively, fostering positive relationships, and ensuring client satisfaction.
  • Maintaining organized and confidential client files, contributing to efficient office operations.

Tax Puzzle Solution is a newly founded, dynamic, and comprehensive tax and accounting firm, offering a spectrum of services tailored to cater to the diverse needs of individuals and businesses alike. With expertise in personal income tax, income statement preparation, corporate income tax filing, consulting, and bookkeeping, the firm endeavors to furnish thorough and personalized solutions to its clients.TPS’s mission is to simplify the complexities of taxation and accounting, ensuring its clients financial health and compliance. During my time at Tax Puzzle Solution Inc., I held two roles as an Accounts Receivable and Administrative Coordinator. In my role as an Accounts Receivable, I processed invoices, validated expenses, and ensured proper authorization and journal entry. I generated invoices for services and prepared regular financial reports summarizing accounts receivable tasks using QuickBooks. My meticulous attention to detail and commitment to accuracy ensured seamless financial operations. As an Administrative Coordinator, I scheduled appointments and managed 10 to 15 effective client communications daily. I provided exceptional customer service by assisting clients with inquiries, scheduling appointments, and managing client databases to ensure accurate and up-to-date information. Additionally, I organized client files, including tax records and financial statements, ensuring confidentiality. My responsibilities included:

My experience at Tax Puzzle Solution allowed me to develop a strong foundation in both accounting and administrative management. By balancing these dual roles, I demonstrated my ability to manage multiple tasks efficiently and contribute to the firm's growth and success.