James Shum

James Shum – CPA, CA

Tax Manager

Fluent in English, Mandarin and Cantonese

James is a valued member of Stern Cohen’s tax specialist team. He joined the firm after gaining expertise at PwC and BDO. James enjoys the warm atmosphere and comradery at Stern Cohen. He feels that clients also benefit, getting more face time with their account team than they would at larger firms.

Graduating from the University of Toronto with a Bachelor’s degree in Commerce and Finance/Accounting, James became a CPA, CA in 2015. Shortly after, he decided to specialize in tax when he saw first-hand the benefits of tax services.  More recently, James completed CPA Canada’s In-Depth Income Tax Course (Parts 1-3). He is a member of the Canadian Tax Foundation.

As a tax specialist, James has strong experience with the following services:

  • Corporate and personal tax planning
  • Corporate tax reorganization
  • Personal, corporate and trust compliance
  • CRA audits and disputes
  • Voluntary disclosures

When he is not at the office, James can be found with his family of three biking around Toronto in the warm weather or cheering on a Toronto sports team. He loves to travel and recently toured Japan bringing back rave reviews of the cuisine. Surprising was just how good the rice balls and cup noodles are at Japanese convenience stores!

What do clients appreciate about you?

I’ve received positive feedback from clients due to my responsiveness, clarity and for maximizing their tax savings.

What can a client expect when they’re working with the Stern Cohen tax team?

Efficient and comprehensive tax work, communicated in simple language.

What do you like about being a tax manager?

It’s rewarding to see the love from clients who value sound tax advice and savings. In addition, I appreciate the opportunity to mentor others. There’s so much to learn in the tax field and having a team is a great support for the learning process. Now it’s my chance to give back!

 

James's Services