Aaron L Hartley

• Managed a sales team in a fast paced environment.
• Mentored and guided employees to foster efficient completion of assigned duties.
• Built strong relationships with customers through positive attitude and attentive response.
• Consistently met sales targets with the goal of maximizing revenue for all departments.

• Conducted free portfolio analysis for pre-retirement and retirement age individuals. Specialized in reducing anxiety and moderating cognitive biases around long only equities holdings.
• Provided pro-bono advice and education regarding portfolio construction, understanding valuation and performance metrics, and effective portfolio management strategies.

One year consulting position to provide senior management with analytical support during period of transition during negotiations on the sale of resource assets.

Conducted in-depth analysis of potential acquisitions of commodity assets.

Conducted cash-flow management activities, including short-term investing of excess capital into securities markets.

• Conducted income tax audits on businesses and individuals, focused on high-risk areas with significant risk of understated revenue. Audits included reviews of internal controls, and identifying corporate governance issues. Duties included mentoring junior team members on procedures.
• Communicated with and assisted taxpayers or representatives regarding filing tax declarations, audits process, audit findings, explaining application of tax laws and regulations.
• Examined and audited accounting and financial records with regard to compliance with personal property or business taxes as prescribed by law.
• Prepared audit appointment letters, written audit findings and reports with recommendations.
• Made on-site visits to inspect business operations, activities and validity of business tax records, examining and assessing locally-situated personal property.
• Communicated and resolved technical and controversial tax matters with professional judgment.

• Conducted fast-paced data analysis to identify areas of risk for further audit analysis. Conducted structured data analysis on data gathered from various, often contradictory, sources.
• As no two files were ever the same, flexible ad-hoc analysis was conducted as required.
• This position required a high level of adaptability, as changing trends, models, risk factors, and tax law required constant refinement of procedures.
• Led projects and analyzed data to identify opportunities for improvement. Contributed to projects to train more accurate risk detection algorithms.
• Proved successful working within tight deadlines and fast-paced atmosphere.
• Conducted research, gathered information from multiple sources and presented results.

• Conducted income tax audits on businesses and individuals, with a focus on techinical tax issues. Audits included reviews of internal controls, and identifying corporate governance issues.
• Communicated with and assisted taxpayers or representatives regarding filing tax declarations, audits process, audit findings, explaining application of tax laws and regulations.
• Examined and audited accounting and financial records with regard to compliance with personal property or business taxes as prescribed by law.
• Prepared audit appointment letters, written audit findings and reports with recommendations.
• Made on-site visits to inspect business operations, activities and validity of business tax records, examining and assessing locally-situated personal property.
• Communicated and resolved technical and controversial tax matters with professional judgment.

• Inbound contact centre position in a fast-paced customer service focused environment.
• Provided detailed account reconciliations over the phone.
• Discussed complex compliance requirement issues with clients..
• Used critical thinking to break down problems, evaluate solutions and make decisions.
• Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
• Maintained energy and enthusiasm in fast-paced environment.
• Worked flexible hours; night, weekend, and holiday shifts.