Manage the entire client intake process for the tax team, including confirmation of information and audit checking to ensure data integrity.
Draft structure diagrams for the tax team to assist in client intake and memo drafting.
Assist the firm’s tax law and corporate teams with transactions, including drafting documents relating to incorporations, organizations, amalgamations, amendments, alterations, rollovers, redemptions, dividends, reorganization of share capital, purchases and sales of assets and shares, continuances, dissolutions, revivals, extra-provincial registrations across Canada, licenses, limited partnerships, and business names.
Conduct due diligence minute book reviews, identify deficiencies, and rectify issues.
Proofread, edit and format complex Microsoft Word documents, includi...