Jamil Mahmood

Background

About Jamil Mahmood

I'm a CPA with 16+ years of tax and assurance accounting work experience, specializing in tax compliance, tax planning, organizational leadership, technical research, financial review, cross-functional leadership, and client relations. I excel in coordinating with clients, stakeholders, and cross-functional teams to lead complex accounting initiatives. I have a proven track record of generating multi-million-dollar cost savings for large organizations. I advise corporations and individuals on diverse tax matters including corporate reorganizations, partnership and joint venture planning, acquisition and exit strategy, assistance with SR & ED claims, corporate tax compliance, personal tax planning, and voluntary disclosure applications. I have extensive experience supporting owner-managers and their families with estate and succession planning, and post-mortem tax-minimization planning for deceased taxpayers and their beneficiaries. I've managed client portfolios spanning a wide range of industries, including real estate development and commercial property management, healthcare and other professional services, and software development. Key Competencies: Accounting, ASPE, ASNPO, Financial Planning, Corporate Tax, Personal Tax, Assurance, Corporate Reorganizations, Succession Planning, Estate Planning, Financial Reporting, Internal Control, Process Improvement, Project Management