Karen Sim Email & Phone Number
Senior Manager Cross Border Tax @ AM Associates
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Karen Sim Location
- United States
Karen Sim Work
- 2026 -now Senior Manager Cross Border Tax @
- 2026 -now Tax Manager @
- 2020 -2026 Tax Manager with Cardinal Point Capital Management @
- 2018 -2020 Tax Manager @
- 2016 -2018 Senior Tax Associate, US - Canada Cross Border Taxation @
- 2018 -2020 Tax Manager @ KeatsConnelly
- 2009 -2020 Comptroller and Marketing Team Member @ Solar Pool Technologies Inc.
- 2007 -2016 Principal @ Gap View Business Advisors
- 2003 -2016 Enrolled Agent @
- 2003 -2011 Volunteer @ IBPA
- 1987 -2000 sole practitioner @ Karen Rogers Sim CGA
- 1984 -1987 grunt @
Karen Sim Education
- Enrolled Agent
Enrolled Agent (Federal Income Tax)
2007-2022 - Certified Quickbooks Online Proadvisor
added this certification 12-16-14 (Accounting and Computer Science)
2014-2014 - Certified Quickbooks ProAdvisor
2008 (2009, 2011, 2013, accounting, software)
2006-2014 - CPA candidate
CPA candidate for Vermont (accounting, tax, business law, ethics)
2002-2002 - Certified General Accountants of Canada
CGA (Member in good standing of )
1980-1987 - University of Ottawa
(science)
- American Institute of Certified Public Accountants (AICPA)
International Tax Certificate (International Tax)
Karen Sim Skills
- Cross-border Transactions
- Accounting
- Tax
- Income Tax
- QuickBooks
- Small Business
- Budget
- Customer Service
- Business Planning
- Microsoft Office
- Strategic Planning
- Microsoft Excel
- Microsoft Word
- Payroll
- Budgets
- Time Management
- Financial Reporting
- Corporate Tax
- Bookkeeping
- Nonprofits
- Sales Tax
- Cash Flow
- Accounts Receivable
- CPA
- Forecasting
- Payroll Taxes
- Tax Preparation
- Accounts Payable
- Account Reconciliation
- Strategic Financial Planning
- Financial Accounting
- Tax Accounting
- Financial Analysis
- General Ledger
- Financial Planners
- Leadership
- Financial Planning
- Budgeting
- See 19+see Less
- Strategic Financial
Karen Sim Summary
- Karen Sim, based in United States, is currently a Senior Manager Cross Border Tax at AM Associates. Karen Sim brings experience from previous roles at Focus Partners, Cardinal Point Capital Management, ULC and KeatsConnelly - Cross Border Wealth Management. Karen Sim holds a 2007 - 2022 Enrolled Agent in Federal Income Tax @ Enrolled Agent. With a robust skill set that includes Cross-border Transactions, Accounting, Tax, Income Tax, QuickBooks and more. Karen Sim has 3 emails and 1 mobile phone numbers on RocketReach.
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