JOHN STEWART

529 - 68 Spark Street, Calgary, AB T4A 1X2, (403) 438-1133, JS1011@hotmail.com

HIGHLIGHT OF QUALIFICATIONS

• In-depth understanding of M&A rules.

• Extensive experience in tax due diligence, planning, compliance, and research.

• Practical approach to identifying and resolving tax issues.

• Effective in maintaining good client relations.

PROFESSIONAL WORK EXPERIENCE

ACCOUNTING FIRM #1, Calgary, AB, 1999 - Current
Major accounting and consulting firm with offices worldwide.
Manager, Corporate Tax Services 

Manage Multi-Million Dollar Tax Due Diligence Projects for Buyers and Sellers

• Act for private equity firms, financial institutions, and public/ private corporations to minimize risk and maximize value.

• Review factual backgrounds, investigate filing positions, assess potential risks, quantify tax exposures, and recommend course of action to address issues raised as part of due diligence process.

• Prepare tax models for asset and share transactions to compare the benefits associated with each alternative and provide negotiating price ranges.

• Identify issues to address during negotiations, suggest organizational structures to minimize tax exposure, and amend prior tax returns to maximize the use of tax losses.

Result: Saved clients millions of dollars and shielded them from future potential liability.

Advise Clients on Tax-Related Matters

• Devise tax planning structures to "pre-package" various elements of an existing group for an eventual divestiture.

• Provide guidance in consolidating and winding-up Canadian operations in a tax-efficient manner.

• Assist corporations to minimize tax on cash repatriations.

• Manage tax compliance assignments including tax returns, tax provisions, surplus calculations, foreign reporting, and clearance certificates.

• Answer client queries regarding their tax filing positions, address their concerns regarding notices of assessment and reassessment to the CRA, draft notices of objection and ruling requests, and assist clients to prepare for audits.

Result: Reduced clients' tax burden through effective counselling.

Contribute to Business Development

• Present seminars on tax shelters, interest deductions, and recent developments in case law to industry groups.

• Write articles for client newsletters.

JOHN STEWART

PROFESSIONAL WORK EXPERIENCE
(Continued)

ACCOUNTING FIRM #2, Calgary, AB,1997 - 1999
Canadian mid-size accounting firm.
Associate, Tax Services

• Prepared corporate and trust tax returns.

• Calculated foreign surplus balances, tax provisions, and tax bases.

• Completed foreign reporting forms, tax election forms, and clearance certificates.

• Researched legislation, tax treaties, case law, and CRA's administrative positions on various international and corporate tax issues and drafted memoranda summarizing research findings.

LAW FIRM, Vancouver, BC,1996 - 1997
National business law firm.
Articling Student

• Performed corporate due diligence and drafted corporate resolutions and legal agreements relating to the sale and purchase of shares and/ or assets.

• Drafted pleading documents for court proceedings.

• Researched and wrote memoranda on various issues related to corporate and securities law.

EDUCATION

University of British Columbia, Faculty of Law, Vancouver, BC
Bachelor of Laws, LL.B. 1993 – 1996

University of Victoria, Faculty of Business, Victoria, BC
Bachelor of Commerce, B.Com 1989 – 1993

CONTINUING EDUCATION

Completed CICA In-Depth Tax Course I, II, and III (2002)

BAR MEMBERSHIP

Law Society of British Columbia (1998)

COMPUTER SKILLS

Taxnet.pro, TaxFind, Lexis-Nexis, PowerPoint, CCH Taxworks, Quicklaw, Excel, Word