Skip to main content

Leo Ng

BBA candidate in the SFU Beedie co-op program
Beedie School of Business
Canada Revenue Agency

empty
a CRA directory
Credit
Flickr.com

Starting in November, our co-op teams “went live” on the phones with all the tax knowledge that we would have from our two months of tax training. During the first few weeks when I first started in the job, there was definitely a steep learning curve as classroom learning was quite different from the actual experience on the phone. Fortunately, I could always consult my Resource Officers for further guidance and support whenever I encountered more complex tax situations. Though I was a Taxpayer Services Agents for the general individual income tax enquiries line, it was still my responsibility to guide taxpayers to other CRA departments such as the Goods and Services Tax Credit (GST), Canadian Child Tax Benefit (CCTB), or the business enquiries number accordingly.

By the time February came around, I was more confident and familiar with the enquiries that taxpayers would generally phone in about. Often times, I would still need to consult with my Resource Officers for a few particular tax situations, but my role itself was becoming more routine and straightforward. As filing season for the 2013 tax year rolled in, it was part of my duty in our interaction with the general public to encourage taxpayers to enroll in direct deposit and netfile their income tax returns to decrease the administrative processing time needed to process refund payments and mail out Notices of Assessments. To this effect, I would advise taxpayers to set up My Account with CRA, which allowed account holders to track the progress of their tax returns electronically.

Towards the last two months of March and April, more accounting professionals and representatives familiar with the Canadian tax system began calling on behalf of their clients with more concise and direct questions regarding income slip matching and instalments from previous years. Taxpayers who file by themselves tend to enquire more about receiving their own individual T4 income slips and the progress of recently submitted tax returns. Other common enquiries from taxpayers include updating home and mailing addresses on file, further explanation and analysis of Notices of Assessments, general enquiries about standard tax credits, and redirecting more complex enquiries to more senior agents as needed.

I learned a lot from this role.  First and foremost, this would be communication skills and confidentiality. Communication skills because I learned about handling stress and working efficiently to provide relevant and updated information to taxpayers who may be upset or angry when they first call into CRA initially. With good communication skills, I found that I was able to clarify any confusion they may have. Conducting confidentiality checks over the phone demonstrates professionalism on the job to help safeguard sensitive taxpayer details.

Other aspects include learning and interacting more with the Canadian individual income tax system, experiencing what it was like to work for the federal Canadian government. I would really encourage students to complete at least two co-op semesters before graduating.

As for learning on the job, I really learned when I went live after my two months of training was over. Even though I had learned the tax concepts in training, book learning will never be the same as real experience (and again this highlights the importance of the co-op program). Even though it could be intimidating at first, gradually the steep learning curve would be easier once I had more experience in taking more calls each day.  

Beyond the Blog

  • Interested in working at the CRA?  Read more about them on their website.

 

  • Leo Ng Jun 27, 2014
    Like to recommend this item
    visibility  40

About the Author

Leo Ng

BBA candidate in the SFU Beedie co-op program
Beedie School of Business
Canada Revenue Agency
Leo Ng is a fifth-year BBA candidate in the SFU Beedie co-op program who worked for Canada Revenue Agency for 8 months. Connect with Leo on LinkedIn & follow him on Twitter.

You Might Like These... Prospective, Professional Development, Career Exploration

Co-op students jumping in the air
The Co-op Connection Helps Retention

In this blog post, Heather shares with us why co-op is an important experience for all students, whether it be to further career aspirations or to gain future employment opportunities. 

author, courtney, smiling
A Second Term in Government: More of the Same?

Having completed my first work term for Health Canada as a Communications Officer Intern, I was eager to try something new, and the government was not where I believed that was going to happen. That is until I was offered a position at Agriculture and Agri-Food Canada...

Working on campus
The 10 Minute Commute – Resources and Useful Information for Working on Campus

Have you ever thought about working in a place that you are familiar with?  Perhaps a Tim Horton’s close by? For many students the idea of working at SFU might be a great option, if you prefer a 10 minute jaunt to work after class or an opportunity to learn more about how a university operates.

You Might Like These... Co-op Reflections

A Kinesiologist helping a client with a balancing exercise
RebalanceMD 2016: Finding Common Ground with Your Clientele

When a person enters a physiotherapy clinic for the first time, they can experience a wide range of emotions such as fear, despair and doubt. It is the job of healthcare practitioners to transition clientele from fearing movement to love of movement. In this post, Brandon discusses how being honest and empathetic will help you achieve amazing things with your clientele.

A photo of three people smiling while working with laptops open
Dream, Dream, Dream...

For some of us, pursuing our dreams might be completely out of our comfort zone.  We’re happy to work in jobs we feel are our “best option” at the time.  The problem with this is that we become complacent and our motivation and passion slowly start to dwindle.

News article of bc public service
Myths and Tips of What You Can Do In Government

There are many myths that are prevalent about working in government, whether it is at the federal, provincial or municipal level. But do these myths actually hold any truth? Read on to find out more, and to also discover a fantastic event opportunity to network with government representatives from all levels!