Jan 2024 – Apr 2025 · 1 yr 3 mos · Nanaimo, British Columbia, Canada

• Prepared 300+ returns on personal taxes, capital gains, self-employment, and business income to optimize tax savings.
• Addressed clients' financial inquiries and educated them on tax-related matters on a daily basis.
• Offered financial advice on retirement planning, including RRSPs, RPPs, and other tax incentives to help clients achieve their financial needs.
• Achieved an NPS score of 100 and consistently maintained a 100% intent-to-return rate by an exceptional client satisfaction building customer confidence.
• Utilized Power BI for franchise analytics, tracking targets, year-to-date performance, and variances to drive strategic insights and improve branch operations.
• Optimized investment strategies through tax planning to improve portfolio performance of clients on upholding strict adherence to tax regulations.

Sep 2023 – Dec 2024 · 1 yr 3 mos · Nanaimo, British Columbia, Canada · On-site

Mar 2021 – Dec 2022 · 1 yr 9 mos · Chennai, Tamil Nadu, India · Hybrid

• Developed testing models and designed test requirement documents with the Business Analyst team to ensure thorough business and technical accuracy.
• Conducted functional, regression, and system testing using automation tools like WebDriver, Selenium RC, and Selenium IDE in Java which resulted in 65% reduction in manual effort.
• Utilized MS Excel and SQL to analyze test failures, identify root causes, and provide actionable insights.
• Assisted in forecasting budgets and project timelines using Power BI, supporting strategic decision-making.
• Employed Postman to conduct comprehensive API testing, reducing bug detection time by 30%
• Utilized TestNG to enhance testing frameworks by leveraging annotations for efficient organization and execution of multiple types of tests.

Jan 2021 – Jan 2023 · 2 yrs

Oct 2020 – Dec 2020 · 2 mos · Bengaluru, Karnataka, India

Jan 2020 – Apr 2021 · 1 yr 3 mos

Jan 2019 – Sep 2021 · 2 yrs 8 mos · Thanjavur, Tamil Nadu, India