Phoebe Chan
Senior Estates and Tax Administrator at Worldsource Wealth Management
Based in Toronto, Canada
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Seniority
Manager
Department
Finance & Accounting
Location
Toronto
Industry
Financial Services
Company size
361
Contact information
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p•••••••@worldsourcewealth.com
Phone
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Background
About Phoebe Chan
Extensive financial industry experience in operations • Knowledgeable in tax legislation in register products • Experienced in XML filing and liaising with CRA and MRQ • Specialization in Estates and Tax Reporting • Participated in User Acceptance Testing for tax-related development/ enhancement • Strong attention to detail and analytical skills • Independently results driven and a dependable of teammate in project environments
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