Maxwell I. Kates

Senior Staff Accountant @FK LLP

Toronto, ON, CA

Conducted audit and review engagementsAttended and contributed to client meetings with partnersPrepared planning memos for assurance engagementsProvided accounting and financial services with clients by telephone and e-mailReviewed personal tax returns for accuracy and completenessPrepared and completed compilation engagements using Caseware softwareUpdated and analyzed financial statements using Keystone softwarePrepared personal tax returns using CCH Scan softwarePrepared terminal tax returns for personal tax clients who died during the yearPrepared corporate, and trust tax returns using Taxprep softwarePrepared T4, T5, and charitable tax returns using Forms softwareFiled HST returns online with the Canada Revenue Agency using NetfileAttended inventory countsPerformed internal audit function on assurance engagements for quality controlPrepared a T1134 return for a wholly owned foreign subsidiary and a T2054 return and supporting documentation for a capital dividendReconciled investment spreadsheets to brokerage statements Acted as an intermediary between clients and the Canada Revenue AgencyRedesigned Caseware working papers for new engagements to meet internal firm standardsAddressed client Quebec tax issues with Revenu-Quebec in FrenchProvided ancillary French language services to francophone clients

Ryerson University

Accounting

George Brown College

BAB

Institute of Chartered Accountants of Ontario

Chartered Accountant

Athabasca University

Accounting

Professional Accounting Supplementary School

Accounting

University of Toronto - University College

BA