Pinnacle Talent

TITLE: Tax & Finance Leader


CID: 223452

Executive Candidate Profile

A licensed Certified Public Accountant (CPA) with extensive experience in tax management and accounting. Holds a Master’s in Management with a major in Finance as well as a Bachelor’s degree in Business Administration. Currently, working as a Tax Manager in a public accounting firm, where they prepare and review income tax returns, conducts tax research, and builds strong client relationships.

During this year’s tax season, they received a silver award for successfully leading a project to completion. They also gained new clients through referrals, showcasing strong project management skills that enabled meeting tax deadlines. Possesses excellent mentoring abilities and has a keen interest in their staff. Moreover, they applied for and were accepted to join the Management Advisory Board in their current position.

Prior to their current role, they served as a Tax and Account Manager at another CPA firm, where they mentored a team of tax and accounting associates, prepared, and filed tax returns, and provided financial reporting and analysis.

Previously worked as a Staff Accountant at an Industrial Supply organization, handling bookkeeping, sales tax filings, and accounts payable/receivable activities. Additionally, started their career as a Tax Analyst at a Big 4 accounting firm, where they calculated corporate taxes and assisted with financial services audits.

Demonstrated strong leadership, coaching, and project management skills throughout their career. Has a passion for continuous learning and stays updated with new tax laws and industry trends. Has a proven track record of fostering client growth and ensuring data integrity while providing valuable financial insights.

A pleasant demeanour and strong leadership/communication skills also make them an effective team player.


  • Master’s in Management
    • Finance Major
  • Bachelor of Business Administration
  • Certified Public Accountant
    • REG 96/FAR 93/BEC 89/AUD 87


  • Federal/State Income Tax Compliance
  • Tax accounting
  • AP/AR
  • Payroll
  • Bank Reconciliation
  • Financial Reporting
  • Full Cycle Accounting
  • Financial Statement Preparation
  • Financial Analysis
  • Variance Analysis
  • Cash Management/Treasury


  • Quickbooks
  • CCH Axcess tax
  • Bloomberg BNA tax planner
  • Drake Tax software
  • Microsoft suite – Word, Excel, and PowerPoint

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