Karen Sim Email & Phone Number
Tax Manager with Cardinal Point Capital Management @ Cardinal Point Capital Management, ULC
Karen Sim Location
United States
Karen Sim Work
- 2020 - now Tax Manager with Cardinal Point Capital Management @ Cardinal Point Capital Management, ULC
- 2018 - 2020 Tax Manager @ KeatsConnelly - Cross Border Wealth Management
- 2016 - 2018 Senior Tax Associate, US - Canada Cross Border Taxation @ KeatsConnelly - Cross Border Wealth Management
- 2018 - 2020 Tax Manager @ KeatsConnelly - Cross Border Wealth Management
- 2007 - 2016 Principal @ Gap View Business Advisors
- 2003 - 2016 Enrolled Agent @ AWM Taxes Etc.
- 2009 - 2020 Comptroller and Marketing Team Member @ Solar Pool Technologies Inc.
- 2003 - 2011 Volunteer @ IBPA
- 1984 - 1987 grunt @ Deloitte
- 1987 - 2000 sole practitioner @ Karen Rogers Sim CGA
Karen Sim Education
- Enrolled Agent2007 - 2022
- Certified Quickbooks Online Proadvisor2014 - 2014
- Certified Quickbooks ProAdvisor2006 - 2014
- CPA candidate2002 - 2002
- Certified General Accountants of Canada1980 - 1987
- University of Ottawa
- AICPA2022
Karen Sim Skills
- Cross-border Transactions
- Accounting
- Tax
- Income Tax
- QuickBooks
- Small Business
- Budget
- Customer Service
- Business Planning
- Microsoft Office
Karen Sim Summary
Karen Sim, based in United States, is currently a Tax Manager with Cardinal Point Capital Management at Cardinal Point Capital Management, ULC. Karen Sim brings experience from previous roles at KeatsConnelly - Cross Border Wealth Management, KeatsConnelly and Gap View Business Advisors. Karen Sim holds a 2007 - 2022 Enrolled Agent. With a robust skill set that includes Cross-border Transactions, Accounting, Tax, Income Tax, QuickBooks and more. Karen Sim has 2 emails and 1 mobile phone numbers on RocketReach.
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